An incentive price level that smooths supply over an entire cycle or decade makes economic sense for stimulating exploration and development, but in the short term, prices are decoupled from immediate supply response because insufficient supply can be produced at any price due to long development timelines.
causalpending
Speaker
Brandon MonroeEvidence Quote
“In the short term, it's been decoupled from uh immediate supply simply because on our analysis, there isn't enough supply that can be responsive to a price signal right now.”
Created: 8/12/2026, 1:47:04 AM
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