Compliments on a great synopsis. Production projections may be a bit low compared to consensus only but great post anyway.

Re:C19. In NYC administration of the vaccine is very disorganized. It is mere luck to be able to make one appointment plus a secondary one. Outside of NYC, in many places vaccines cannot be found. Still, the situation is hopeful. Recovery is certain but slow. It doesn’t appear that consumption has been greatly impacted in any event.