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Lets forget the earthquake and concentrate on the other aspect. China is not going to stop the annual migration of its 15-20 million citizens into cities. The commodity pressure will remain. However, the quake will add to the pressure on commodities.
May 22 04:13 am
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All Comments by NOWHEREMAN »How Not To Trade the Chinese Earthquake [View article]
That being said. Everything China needs to replace massive amounts of power lines not only from the quake but from the snowstorm as well. They have to restore their grid, who knows how much power generating capacity has really been lost. Dam Stability, Nuclear stability. They are not the United States where after a natural disaster, it takes years to even begin to rebuild.
Image will be more important than ever.