Global Commodity Markets Need to Be Balanced in Supply and Demand

Global commodity markets have to be balanced in supply and demand right now, not based on something that's coming on line later. How long does it take before we don't have to worry about this spare capacity problem any more? Well, if, e fracus in the us could get hold of enough sand water and labour and truckes, then then we may start toseae some kind of support relatively quickly. But they seem to be struggling with on all accounts. And i think also what's different this time, compared to previous spikes and commodities, is the fact it's just across all three sectors.