[redwood]

It only depends on whether they get addicted to the high prices.. as long as they can withstand a collapse in the prices then you're right they have minimal risk

[yifanl]

Assuming they haven't massively changed operations to crank up supply, which seems to be the case, they shouldn't be massively hurt with a price drop.

If this price goes on for a longer period though, I assume that won't be the case.

[redwood]

Well an example would be if they for example took out massive debts on the back of an expected Revenue stream