grizfish, agree with you on the rear earth metals, I do not see any supply problem.

If there is a global oversupply of production, why do you think commodities should raise in price in the intermediate future?

One big problem I see is the Walmartization of everything, everything is supposed to be cheap, no loyality any longer. If you can't be among the cheapest on a world basis, you will have a tough time staying in business. This is the biggest problem we in the west are having, how can we still be in business and make money, decent money?