Agreed, however the US is not having the impact that it usually...

Agreed, however the US is not having the impact that it usually has on the world seen from a resource perspective. The Chinese and the Indians are taking up all the slack, and with Brazil and Russia lurking the momentum will continue.

This does place KMN in a good position and with the Canadians hovering they are quite innovative at extracting value... simply put it is all positive.

But watch out for those RUSSIANS, they are in stealth mode!