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But isn't the speculation based off global supply and demand? I.e., speculation exists because of traders speculating on future global supply / demand. If A) reassures this link, then wouldn't it be a strengthener?
(A) suggests that speculation and global supply and demand are two separate factors. So, it doesn't strengthen the link between the two but more disconnects them.

So, any link between the two would come from our own ideas, rather than from choice (A).

Accordingly, (A) tends to weaken the argument, though not very strongly, by casting a little doubt on the conclusion that speculation is the primary factor causing the price rise.
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