http://www.businessspectator.com.au...and-energy/opportunity-bottom-commodity-cycle
While the urbanisation of China was the driving force behind the super cycle, the next cyclical upswing will be driven by supply shortfalls that will affect different metals at different times. For copper, bauxite, zinc and potash, it may already be too late to be truly counter-cyclical in preparing for growth.
Ann: Repayment of Convertible Security, page-65
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