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Strategies & Market Trends : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (3746)	7/8/2014 2:27:42 PM
From: bruwin	Respond to of 4721

When it comes to Metals and Minerals I guess it's a lot about Demand and Scarcity (or problems) about Supply. Back then China had a voracious appetite for metals and oil supply, etc... I could be wrong, but I suspect that the current overall demand by China may have slowed down. Considering the tonnage that she bought up back then, we saw a concomitant rise in price. In today's world one has to wonder if that amount of tonnage demand is much the same, or greater. And how consistent that's likely to be ...