nice reversal, page-24

interesting - Base metals fall on China tightening money supplies - yet china energy consumption up 13% in March

common sense says - population increasing faster than ability to find new easily recoverable resources. Human greed and stupidity says - burn coal, fertilize the hell out of anything that has water within 2km's of the surface, and dont worry science will save our grandchildren.

This makes it a LT buy with ST upside