This matches something closer to what I see out there. US demand may be increasing (though with supply chain whiplash it's likely to be more variable), but world demand (especially China, India, South America) isn't. That doesn't bode well for the inflation "shoot the moon" types. I suspect those inflation fears promoted by media (similar to the uncertainty of Omicron) may come to naught, and we'll wish we had invested more in the country rather than "stores of value".