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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: ~digs who wrote (5886)1/23/2004 7:35:46 AM
From: russwinter  Read Replies (2) of 110194
 
Highlight from your post, more train wreck evidence:

"More importantly, however, he informed us that he was running out of one of the key ingredients needed in the steel-making process since China, India, and Pakistan were “sucking up” all the excess coke (super-heated and processed coal) in the world. Consequently, if he cannot attain a secure supply of coke in the next 30 days, he is going to have to shutter his steel mill. He continued, “Jeff, the fall-out from a closure of my mill, even if temporary, would cause the idling of a number of automotive plants.”
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