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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Condor who wrote (13476)5/8/2004 10:07:35 AM
From: russwinter  Read Replies (1) of 110194
 
Right now Ni looks at about seven days supply (14,500 MT), seem about right to you? Obviously like in the 2000 close call experience, that's at the brink and problematic again. However, the inventories in Ni have at least been in balance at this precarious, dicey edge all year, as so far supply appears to be managing to meet demand (lots of substitution, using inferior quality metals, one being Mg, which is now also getting in short supply).
smh.com.au

Cu is quite another story, as supply is clearly not meeting demand, and won't. The only solution will be a drop in demand on the order of 6-8% of current consumption. I think we'd have to define that as a depression, and it better get started this month, not later this year.
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