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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (24142)10/15/2007 10:20:05 PM
From: energyplay  Read Replies (1) | Respond to of 217943
 
Sounds like hitting the physical limitations of transport, like the massive backup to load coal in Australia last year.

Massive ship building may mean the steel market gets even tighter, until high oil prices slow world auto sales.

So which commodities are being pushed out by the high prices ?

Cement, thermal coal, bauxite ?



To: TobagoJack who wrote (24142)10/15/2007 11:01:36 PM
From: elmatador  Read Replies (2) | Respond to of 217943
 
"dry bulk rates going through the roof and reaching for sky" when "major U.S. PORTS took an unexpected turn, with imPORTS sinking 1.4% in another sign of the slowing of the economy?

Message 23952439

Should we not infer that decoupling is here?


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