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Gold/Mining/Energy : The Molybdenum Discussion Board -- Ignore unavailable to you. Want to Upgrade?

To: siempre who wrote (1357)	11/6/2005 1:58:19 PM
From: jackjc	Respond to of 3267

I don't see this as a comparative advantage. The cu-mo mines get the moly for free in the first place. Some still have not added roasting to get the moly as moly price had been too low. The byproduct moly from these mines has shifted production so it is now mostly from cu mines in recent years as they have added roasters. So production is going the other way, not back to primary mo. But it is dependent on cu need. If that were to fall then the primary mines would benefit. But I don't see that.