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  • Caterpillar on Mining and Commodities [View article]
    Thanks for the post.
    Jan 27 14:28 pm |Rating: +1 0 |Link to Comment
  • BHP Billiton: Painting a Happy Face on Iron Ore [View article]
    In 2007 China produced more steel than it consumed (according to your #s), so is China self-sufficient in steel? If it is importing a lot of steel then who is it exporting steel to?
    Aug 29 01:48 am |Rating: 0 0 |Link to Comment
  • Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [View article]
    Michael,

    You could have saved a lot of time and got your message through more effectively if you just put all that data in a table or graph.

    I hope your multi-year forecast is more or less correct as I own a little POT. 4% increase in demand is below recent history but don't forget that the past demand growth rates were when the price of Potash was much lower. At today's prices of about $1,000 per tonne I think the future growth rate in demand will be less than your forecast but I still own POT because of the limited supply as compared to other commodities.

    BTW, do you have any charts you can share with us?
    Aug 25 21:52 pm |Rating: +1 0 |Link to Comment
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