There has been considerable discussion regarding the stockpiling of oil,copper,nickel,iron ore,zinc etc. and I have no doubt that they want to spend $1.9 trillion US on commodities that they know they will need to grow.IMO they are in the driver's seat.They will accumulate one certain commodity to a certain extent,just enough to raise the prices to the point that producers may crank up production again and then they will suddenly stop.In the lag time,the pipeline will once again fill up and the price will fall as they move on and apply that strategy to a different commodity.They will get all they want and won't drive market prices out of sight doing it.JMO.
cs.