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

To: studdog who wrote (73943)	5/5/2011 9:55:20 AM
From: Breccia	Read Replies (1) \| Respond to of 218670

I totally agree with you that this was a most interesting article and I read it in some detail but it requires a total reread for complete analysis. Overall I think he did a reasonably good job, far better than many others that have tried, but I tend to disagree with certain aspects of the analysis. Two point specifically, in general his thoughts on metals may be a little pessimistic in that he and many others from external ( financial) industries seem to have zero appreciation of geology and the work and techniques of the exploration geologist. Suffice it to say, I am not that worried that any of the major industrial metals are in short supply in the short-term and medium-term. The other point is I totally think he underrates and under appreciates the amount and the ability of recycling in metals. I know several years ago I had some numbers from a major mining company on the amount of recycling in zinc and copper and if I remember correctly it was in the order of 75 to 80%. That's all I have time for right now but this article is excellent in the issues it brings up.