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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: russwinter who wrote (4379)4/16/2004 8:04:25 AM
From: Wyätt Gwyön  Read Replies (1) of 116555
 
And I don't expect the supply side of the equation to be resolved by May, 2005, and even May, 2006 is very problematic

what about the long-term outlook for Cu? is it just a matter of making the capital investments necessary to ramp up capacity to a higher global demand baseline? or has the low-hanging fruit been picked and we are facing fundamentally higher costs in the long run due to lower grade prospects?

i am curious if there is a situation like peak oil found in any other commodities.
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