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Morgan Stanley (Investing News, Mon Jan 26, 2009) - "Have a bullish caveat to add on the metal’s potential. “If governments follow China’s lead in stockpiling the strategic metal, demand at the later part of 2009 and into 2010 could push the metals price back up to US $30 per pound.” For the near term, more output cuts are predicted. ”We forecast global production to decline by 6.7 per cent in 2009 and demand to closely track that of steel, declining 5.7 per cent this year. We estimate a surplus of only 14.2 million pound in 2009 and 9.9 million pound in 2010, compared to 19.8 million pound in 2008.”

Nuff said.

E.