the other demand issue will be the reconstruction of much of the...

the other demand issue will be the reconstruction of much of the 1st world infrastructure. There is decay everywhere. take oil rigs for example. Rail is another.

Steel doesnt last forever, and while demand is being sucked into Asia there will be extensive demand from the 'wealthy' nations of this world.

Dont worry about base metals, they are going to be in unpresidented demand in the next 20yrs. Then factor in dwindling supply, particularly quality products. This when IFE/TRF have the edge, albeit at small tonnage levels.

gotta start somewhere!!