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Gold/Mining/Energy : Copper - analysis

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To: Richard Mazzarella who wrote (243)	1/25/2001 2:45:08 PM
From: russwinter	Read Replies (1) of 2131

It's apparent that investors have failed to connect the dots on energy and resources in general. The best analysis on the topic is Marshall Adkins of Raymond James. Go to, and just start reading his briefs going back a year: raymondjames.com High energy prices are creating two new trends. First is supply side as it bankrupts the high cost producers of items like copper. Second, is demand and the need for a huge retrofitting and rebuild of the whole energy infrastructure. Besides transmission, which you mentioned consider: Tankers: big shortages and need to scrap the old fleet left over from the last energy crisis. Right now OPEC couldn't send use more oil if they wanted to. raymondjames.com Refineries: hasn't been one built in the US in the last twenty years. Drill rigs and off shore platforms: in short supply and fully utilized. Big resource users. raymondjames.com Combined gas electrical plants: a handful built in the last decade and a bunch on the drawing boards. raymondjames.com raymondjames.com Gulf of Mexico supply boats: in very short supply raymondjames.com and so on. The driver of electricity use in the US has been the internet and tech, with huge and fast growing appetites for energy. It is estimated that 15% of usage is related to that sector. raymondjames.com Forget about internet startups. Buy natural gas, copper and base minerals producers.

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