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The Professor Of Commodities: Interview with James Doran (Part II)

Amen...

The Next Commodities Boom: Around the Corner?

Once again someone feels the need to produce a piece that essentially says "if this trend continues"...yikes ...why not go deeper than just repeating easily obtainable statistics and actually analyze how it will be possible for China to continue consuming twice the amount of steel than in the US, despite having an economy that is less than half the size of the US? Additionally, the growth of commodity demand in many emerging markets has been aided to a signficant degree by healthy subsidies. As these subsidies are cut back due to increased pressure on gov't finances a much poorer emerging world will be similarly persuaded to reduce its consumption of various commodities. If you think its tough for the American consumer to purchase $3.50-4.00 gas, I'd like to see the average Chinese or Indian endure that pain for any length of time on their incomes.