the rise of asia, page-4

OK, I can see your point there, although HAS could be anyone in reality. Certainly China/India and the other BRIC's are a huge emerging consumer market that's only going to keep growing for decades.
My point was rather more focused on the next 5 years or so, looking for a driver in ROW to get the RE story back on track, and given China's existing over capacity it's not likely to be them IMO. Sure that want to lock down future supplies, most particularly Dy, but there is no urgency for them to exploit them, particularly while such a discrepancy exists between domestic & FOB pricing.
It's a little strange that we've seen moves from Chinese, Japanese & EU companies but nothing from the big US Corps like GE, GM, etc. With reasonably steady news of OEM's relocating back to the US, even some EU & Chinese co's, it should only be a matter of time before US demand shows signs of growth. Predictions showing demand growing from 10ktpa to 25ktpa by 2015 would mean the US replacing Japan as the largest ROW RE market in the next couple of years. Like all else in the RE market ATM I guess we just have to wait and see.