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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: craig crawford who wrote (111426)7/6/2001 3:38:22 PM
From: yard_man  Read Replies (2) of 436258
 
you need to consider demand for Al -- major end uses are

cars
cans
commerical construction

yep, supply is coming off-line, but demand will decrease faster while energy costs stay up -- how has AA done well? these guys tend to sell a lot forward-- they have to

Demand is getting ready to take a serious hit. if things were ok, the huge decrease in capacity utilization that has happened in the last year or so should have firmed the price up -- it didn't -- AA will be a good buy south of $20 in maybe 2 - 3 yrs.

some commodities will do well -- basic metals isn't one of them, IMO
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