Did you guys see the news in the States? The US markets released their numbers on Manufacturing and Auto sales. Turns out better than expected. That translates into better steel prices etc. So investors and analysts who were relying on China to be the savious of the owrld in terms of raw material demand are realizing there are the US and likely EUR to figure in as doing okay as well. Factor this altogether and its economy like the old days. Possibly looking at global growth driven shortages??

Nickel at $8.50 and going higher. Yes the sulphides are going to be rare and in demand. Open pittable will be the way to go. What are the speculators doing now? What are the big miners going to do to secure feed and possible secure their future in this burgeoning base metal industry?