Short-term noise or long-term visionThe smart money knows that we are headed for a supply shortage as we get further into the decade. Current low prices are the result of signs of economic slowdown, and they also prevent new supply coming on-stream. Incentive pricing for that is in the range of $4.50/lb, and we are nowhere near that now. The more people believe the short-term narrative, the more dramatic the rebound will be. I'm just going to sit back, enjoy my juicy dividends, and buy when SP dips.