COPPER OUTLOOK

19.12.07
Copper is one of the most useful metals on this planet. It’s resistant to corrosion, a good conductor of electricity and it’s also flexible. It is used in so many appliances that it would take forever to list them all however here is a small sample computers, cellular phones, electrical wiring, transformers, motors, air conditioning, cars, tractors, roofing, plumbing and the list goes on and on. There is almost no industry that does not use copper in one way or another and now thanks to the huge demand stemming from Asia (primarily from India and China) and Latin America prices have been soaring and will continue to soar for the foreseeable future.
http://www.financialsense.com/fsu/editorials/ti/2007/1219.html

INFRASTRUCTURE: IT'S NOT ABOUT BEIJING IN '08

21.12.07
I saw it yet again yesterday: another commentator talked about how China’s economy should keep chugging along through the 2008 Olympics in Beijing, particularly its appetite for commodities due to its infrastructure needs ahead of that event. Sometimes I hear it said that the trend might last through 2010 and the World Expo in Shanghai for similar reasons
http://www.financialsense.com/fsu/editorials/delta/2007/1221.html

Uranium Wars

14.11.07
We have spoken several times in regards to this issue over the course of the last few years. China has already lead the assault on a covert basis but soon they will move to an overt basis and now India will be forced to join them not because they think they might have to but because they desperately need too. The excerpt below will explain our point quite clearly.
http://www.safehaven.com/article-8826.htm

The Raging Bull!

18.10.07
We are witnessing a generational bull-market in natural resources. The boom is due to the ongoing urbanisation and industrialisation of vastly populated developing nations in Asia and Latin America
http://www.321gold.com/editorials/saxena/saxena101807.html

History Should Serve As A Guide To This Wild Ride

11.9.07
Does this mean that the bull market is over? No. As long as the fundamentals are still intact, you can expect commodities to continue their bull run. And it is precisely for this reason that you must understand the fundamentals that are driving this commodity bull market."
http://www.safehaven.com/article-8389.htm

Uranium

8.9.07
Several factors resulted in producing a rather large pull back in Uranium bullion prices. The main reason as usual was not a normal factor; in other words it was due to government intervention and manipulation.
http://www.safehaven.com/article-8368.htm

Global copper deficit widens in H1 2007

22.8.07
The global copper deficit widened in the first half of this year, largely on strong Chinese demand and in spite of higher production, said the World Bureau of Metals Statisticshttp://www.forbes.com/markets/feeds/afx/2007/08/22/afx4043454.html

BHP Billiton sales to India outpacing gains in China

BHP Billiton, the world's biggest mining company, says that growth in sales to India is outpacing gains in China as the southern Asian nation requires more coal and nickel to meet rising demandhttp://www.iht.com/articles/2007/08/26/business/sxbhp.php

Do freight rates tell the true story?

26.8.07
"Twice already this year it has proved a reliable indicator of fundamental trends for commodities when markets wobbled," it says. "Once the dust settles, the likelihood is for some very strong rebounds in commodity prices."http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2007/08/25/ccfreight125.xml

Summer Sale

Puru Saxena

We are witnessing a generational bull-market in all types of natural resources (energy, food and metals). This boom in commodities is largely due to supply and demand imbalances plus the ongoing monetary inflation which is adding fuel to the fire

http://www.financialsense.com/editorials/saxena/2007/0713.html

27.4.07
China Resources Boom Only Just Beginning
http://www.financialsense.com/editorials/daily/2007/0427c.html