Agree yellowcake. With china emerging one thing that has become really noticable to me is the lack of resources in the world. The price of commodities has gone up substantially because the supply hasn't increased (by much), but the demand has increased due to china and now india. If there is increased demand for food then that will really show just how scarce a supply of all resources there are. To me it feels like we are at the beginning of a build up to a new world war sometime in the future (prob 10 years or so) because supply of important resources such as oil are in very limited supply, but their importance is very significant ... even as you know Yellowcake ... oil is very important for primary producers, so it does affect our ability to eat!
