Thanks for that Atlunch.Interesting stuff.
What will be interesting is their observation that metals prices will settle at a higher level whilst these new economies continue their rapid growth.
The other big question to be answered is how long will the supply side take to catch up with this strong demand.
There is still no sign of this happening as yet and by the time it does the world demand for commodities will have moved up yet again.
Like you say a very rough ride ahead.Interesting times we live in.
d.
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