Dominant narrative
Capacity is the only missing piece, and building it ends the shortage.
Assumptions to name
Demand stays still. Inputs stay cheap. Permits, labor, and power arrive on the announced calendar.
What may be omitted
Who captures the surplus, what happens if the plant slips, and whether the shortage is allocation rather than tons.
Questions still unpaid
What would falsify the claim? Who is paid if it is early? Who is stuck if it is late?