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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: Claude Cormier who wrote (8703)	2/26/2004 10:44:21 AM
From: russwinter	Read Replies (2) of 110194

If that's the case, you should ask him why they have every ship they can get their hands on chartered at three times the normal rate and filled to the brink with resources. quote.bloomberg.com I don't think he's connecting the dots on China's CURRENT resource capacity either. Projects like Turquoise Hill are years away. You follow this, can you cite even one major base metal project in China or Asia that will deliver meaningful supply this year?

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