4 Comments
Apr 28, 2022Liked by Rory Johnston

Great report Rory. Exceptionally informative.

Expand full comment
Apr 28, 2022Liked by Rory Johnston

Concise and original. Awesome work man

Expand full comment
Apr 28, 2022Liked by Rory Johnston

very good analysis. In consonance to Leigh Goehring's one, this year spare capacity worldwide is close to disappearing...first time EVER; This inventory data add confirmation to that thesis.

Thanks

Expand full comment

Very impressive data vis work Rory. Thank you for sharing

Expand full comment