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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (59878)	2/2/2005 8:38:50 AM
From: elmatador	Respond to of 74559

Eplay, my friend works for a copper lobby. It's funded by the copper industry to promote the use of copper. He said: Copper had lost market for Aluminum. The Aluminum lobby had been working very aggressively and were having a field day. There are a couple of those lobbies. copperinfo.com International Copper Association materials.ac.uk arcat.com Materials were at the mercy of saturated markets. Nobody was investing upstream. Then China arrives and the market has to adapt to a new reality. The market seems to have forgotten to procure materials. It happened so long ago when materials were THE market. Today the market is high-tech. The future is high-technologies and these dirty stuff were in the hands of developing countries. Now how can one invest in copper, the material, with the memory that two years ago they were trying to find a market for it and out of a suddenly, we have to find the stuff itself!!! I look to the whole construction under the perspective that we will have some 30 years of strong growth ahead of us. The play field will be -as always- a mixture of several small things: The ones who have the materials and can expand gradually by adding capacity and get efficiency will have a field day. The ones that are at full capacity and need to get greenfield investments to add may not do so. Materials that will be expensive are itself good. Conservation, recycling and R&D seeking alternatives. By the way: MQ would say: lets mine the underground of a few metropolis and get the copper used by telephone cables and use only wireless.