Thanks for that link.

"China is crucial to the whole picture,..."

Yep, and they've already told the word of their plans for massive infrastructure spending and that alone will take as much copper as the word can produce. Then, there is India, with it's high growth rate and world's most stable currency.

Of the BRIC nations, Brazil and Russia are dead, for now, but industrial growth from India and China will carry the world for the next few years, at least.