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I've spent a lot of time thinking on this over the last year and I did always want to write one last post about it. Perhaps I'll save it for responses to your assessment though.
(I have truly enjoyed the discussions we've had on here re supply and demand, so thank you for the thought you've put into them)
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It’s been great. My preference would actually be for you to put more of your thoughts forward first.
Then I can attempt to put a bow on it and you can untie that bow with your responses.
It’ll take a bit of work to gather my thoughts.
Your post did bring up the crucial point that we don’t really know which side is dumping, a priori. That doesn’t imply that one side isn’t dumping, though.