the base metals puzzle

Interesting reads in my view. Obviously there is pretty much disconnection between reality, outlook and predictions made a few months ago...and quite a lot of uncertainity with regards to price outlook for 2014/2015. I think most analysts were wrong. 2014 (after a terrible 2013) might be an interesting year for base metals (and miners).

http://www.business-standard.com/article/markets/base-metal-outlook-lead-tin-to-shine-in-2014-113121500690_1.html

http://agmetalminer.com/2013/12/16/whats-the-copper-price-outlook-keep-eyeing-physical-premiums/

http://www.theaustralian.com.au/business/opinion/chinas-production-of-copper-iron-ore-and-zinc-has-rebounded/story-fnciihm9-1226783594551#