What Commodities Will China Increasingly Demand in '06?

In this week's edition of Barron's "Commodities Corner" columnist Allen Sykora has a piece entitled "Another Bull Run in '06?". Sykora quotes Ron Lawson, managing director at LOGIC Advisors speculating on future Chinese demand for commodities. Here is a short extract:

....Lawson says, corn, soybeans and cotton could be helped as meat-protein consumption increases in China . The increased meat-protein consumption will mean more demand for feed grain to convert into animal protein, says Lawson. This in turn may mean fewer plantings of cotton.

"The Chinese have found they can buy cotton, spin it into yarn and sell it around the world," he said. "Or they can buy yarn from Turkey and Pakistan and turn that into fabric. They don't necessarily need to produce their own cotton. We see their consumption continuing to explode, but yet they don't necessarily have to produce it all themselves."

Full article here (Barron's sub req).