a little caution, page-5

savadamoney, I don't think I was being hard on these other commodities, simply just they were down ATM, and that lumping all the commodities together is wrong. I agree with you on zinc, lead, nickel that it is a cyclical thing, however instead of thinking of just activity one should look at supply and demand. The two compounding reasons that has seen the price of IO rise is the increasing demand from Asia and the limited supply. With these basic market principles remaining unchanged there is no reason why the price would fall.