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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: pater tenebrarum who wrote (62237)1/26/2001 6:28:22 PM
From: Mark Adams  Read Replies (1) of 436258
 
note that the South African mines have ample room to expand production

I thought BHP was a player in developing PGMS in Africa. But I think it was a mine closer to Madagascar. As for Tantalum, wouldn't the excess capacity in cellphones wipe that shortage out? Did Tantalum get substituted due to the high cost of PGMS?

Steel was on my list of excess capacity, and with higher energy costs in the US, it probably makes sense to export more of it's production. I was hoping a lower dollar would provide welcome relief to the domestic producers, and actually own some. Of course, the durable goods slow down is going to clobber them far worse than the decline of the dollar would help, I suspect.

I've heard mutterings about Nickel rising, related to stainless production, but didn't follow inco closely enough to determine if that was a production cost issue or demand.

I here the oil refinery bandied about quite frequently. Yes there are no new refineries in the us. But there are in the caribean. I think the cost of environmental compliance has encourage production to move offshore- so unless we look at capital investment in refineries with a global perspective, we aren't getting an accurate picture.
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