The Commodity Super Cycle Is Getting Closer and Closer

For the first time in five years, we are seeing a solid backdrop for investments in commodities. When theu market is in backadation, you are having a postive roll. And i see very limited reason for that tightness to e to suddenly suddenly rate. We should expect energy prices to take a nose dive a few years from now when all o those big capital expenditures that are being made now actually hit the market.