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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Condor who wrote (13476)	5/8/2004 10:07:35 AM
From: russwinter	Read Replies (1) \| Respond to 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.

To: Condor who wrote (13476)	5/8/2004 10:41:14 AM
From: russwinter	Respond to of 110194

edit

To: Condor who wrote (13476)	5/8/2004 10:41:43 AM
From: russwinter	Respond to of 110194

Some nickel substitutes, none in abundant supply: There are a number of materials that could be used in place of nickel, but generally, these substitutes are more expensive than nickel and/or less effective. Aluminum, plastics or coated steel could be used in place of stainless steel in some situations. Titanium can be used in place of nickel to make some superalloys. mii.org Copper substitutes, problematic because of pricing, and efficiency: Aluminium replaces copper in electrotechnics, in the manufacture of car radiators and refrigerators. Titanium and steel substitute for copper in the manufacture of heat exchangers regardless of their worse conductivity. Steel substitutes for copper in the manufacture of ammunition. Other substitutes are represented by optical fibres in telecommunication and plastics in water distribution and the building industry.