Nah cutloose, right thread mate ;)
Read an article saying that thermal coal was the one commodity set to rise in 2009 regardless of the others.
"But the uncomfortable fact is that China has a dire electricity shortage and it simply has no immediate alternative to coal. There have been reports recently that the government is planning to impose a 10 per cent tax on coal exports; in March it reduced the export quota and will probably reduce it again.
There is a fair chance, indeed, that energy coal will be the only commodity whose price goes up in 2009."
BHP wants a safety net
Also this one relevant to the CSM.
LNG prices in Asia may jump 80%
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