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> Mail (physical means of communicating in writing and print) and email (connecting two people with digital signal) are similar but not a great comparison when comparing consumption of natural gas.

What?

You are missing the point. We're talking about "markets" not the specific "tech/substitutes." It could be any technology disruption. Such disruption doesn't mean the prior status quo IN THE MARKET was inefficient. The tech shock just resets equilibrium.

Further, your explanation is circular, and I propose it has to do with muddling terminology and concepts.

Here's one inconsistency. Either the markets didn't exist (You said they need to be "created."), or they did exist, but a pipeline connecting them was too expensive.

> Technology literally created additional markets

> it would have been possible to pipeline gas from AU to markets across the ocean, but it didn’t make economic sense



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