Thị trường có đang đánh giá quá cao khả năng phục hồi của nhu cầu trước mức giá hiện tại?

It's a fair point. Everyone's quick to point to supply, but at some price, demand has to give. The question is always where that tipping point really is, and if we're closer to it than the current price action suggests.

That's a good point about demand destruction. While supply constraints are real, at some price level, consumers and industries will inevitably start pulling back, especially if this isn't just a short-term blip.

It's a valid concern. The market often discounts the elasticity of demand until it's undeniable. We've seen periods where higher prices were shrugged off, only for a sharp correction to follow once consumers genuinely alter behavior.