Thanks VP, an interesting article!

A couple of other tidbits, I liked both short term and long term:

"Wood Mackenzie says that the global base metals market is set to grow to 122 million mt in 2018 from 96 million mt in 2013."

'"Wood Mackenzie's proprietary China activity index tracks a number of factors, and gives us confidence that economic growth will remain strong in the short term. Looking out to 2030, we see a bright future for Chinese commodity demand. Urbanization rates will reach 70%, compared to just under half of the population in 2013. This will have a widespread impact on the economy over the next 20 years," Butcher said.'