Hello, Zeev. The CC sounded quite positive to me, if there was a negitive I picked up, it was that SNDK was not going to have enough supply and thus would have to go to "non-capitive" supply sources. I just got back myself and intend to do some more research regarding wiser interpretations of the CC than mine.
Hope the hemlock affects you mildly.
Unless and until we re-engineer critical sectors of U.S. society, many millions of children will suffer needlessly--from my general and political commentary blog: www.thinkwecan.com