[zeeveener]

For sure. I don't think we are disagreeing on that fact, nor do I believe it hurts the validity of my comment.

Two sides of the same coin. Demand will always exist in a waxing / waning fashion. You've identified an area that will temporarily increase demand in the industrializing countries.

My hope is that the reduction in demand in more established countries will be able to offset that increase in demand somewhat. Probably not enough to net-zero it, but hopefully it has some meaningful effect.