"Will China require enough commodities at that point to create safety in being in commodities, or will China also be languishing a year from now? Will there be enough happening in China to sustain it internally or will they need to export to countries that can't afford to buy their products?"
Wrong again, Sum. I have listened to this argument too many times already. The fact is that worldwide production of most commodities (minerals) has been reduced to 20% of what it was 18 months ago. There is a shortage very imminent. Granted that a 150% increase in production will only take it to half of what it was then, but it will still be a 150% increase from today. I would actually expect more than that as there are virtually no stockpiles left anywhere. If you consider that it will take 18 months from now to get that 150% increase in production we will be well into a bull market by then, I will be 3 years older than what I am now (dust), I will gladly take my 2.5 times present value and turn it into a RIF.
Regards
K