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Gold/Mining/Energy : The Molybdenum Discussion Board

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To: jimsioi who wrote (283)	1/17/2005 6:34:14 PM
From: YukonGoldMiner	Read Replies (2) of 3267

I also have studied at length how other producers (Copper) could affect the supply of moly and from all I glean it will take awhile and they must stockplie the excess CU they would have to produce in order to get the Moly...Unless CU is in shortfall..Like you say it will be awhile before most of these Mills can ramp up for Moly...This I believe, is why Reaugh does have 3-4 interested parties ie Chinese and Metal Producers/Traders interested in putting forth the 200M for Mill etc...They want a known reserve, and a steady flow of pure Molybdenum...I do not believe one can use past examples of world use in Moly to judge what we now see in Asia and India etc...(this is also the belief of Kaiser & Moriarty and others I speak w/) I realized many years ago there would be a dramatic shift at some point in the paradigms of Base Metals use as the Third World reached a time of explosive growth as we now see. This to me will last for maybe 10 yrs? (til the saturation point) We do not know. What I do know is it's the beginning of a new cycle and it will end as all do and by then I will be retired and not care what the next turn will take....Thanks....Ken

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