It's hard to say we had been thinking about this sort of problem. The traditional supply disruption you think about is a political one, like the 1973-1974 embargo. Here, you had a situation where a local refining problem could become a global one.

William Ramsay

Disruption Hard Problem Sort Supply Think Thinking Traditional

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Russia has done some serious damage to its otherwise-good reputation for security of supply. Europe is going to have to take a hard look at their exposure and whether there's a way to fix that.

— William Ramsay

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If any supply disruption occurs again we can make a speedy decision,

— Claude Mandil

DecisionDisruptionOccurs

This is no doubt a bullish factor. Copper, lead and zinc are the three metals that are suffering supply disruption from strike action.

— William Adams

CopperDisruptionDoubt

But if there is supply disruption, there is not a lot of wiggle room as far as what OPEC and non-OPEC producing countries can do to boost production if needed. Spare capacity is really the key question.

DisruptionFarNot

But if there is supply disruption, there is not a lot of wiggle room as far as what OPEC and non-OPEC producing countries can do to boost production if needed. Spare capacity is really the key question,

DisruptionFarNot