If China cant get its gold fix on the commodity market, it will have to aggressively buy the resource in the ground. The amount of gold that was rumoured that China wants probably can,t be filled with these other countries competeing also. Enter the U.S. also, then you may have a bidding war on gold itself. There is aparently not enough gold to go around to appease everyone,s appetite.

I beleive we will get a real special buyout price for the Tesoro because of thesze events unfolding.

http://www.bloomberg.com/news/2011-05-04/mexico-russia-thailand-add-6-billion-of-gold-to-reserves-imf-data-show.html