Commodity investors (speculators) like us should not lose sight of the failing infrastructure here in the continental americas.  I have noticed on my MSN home page over the past week that the US has extended mandatory inspection dates on (I think it was 17,000) bridges.  These things are corroding due to salt and moisture and collapsing on top of rush hour commuters on a regular basis. 

 Stainless Steel (read Nickel) is the solution here.

I'm sure some of this group holds shares in Moly companies and the future demand for that product is in the corrosion fortification of replacement pipelines.  Many of these are failing because the gas and oil they were spec’d for now contains critical amounts of Hydrogen Sulphide and Carbon Dioxide.  These gases turn into sulphuric acid and carbonic acid on contact with free water.  All natural gas (unprocessed) is saturated with water and any change in pressure or temperature in the pipeline results in pockets of free water, aka acid.  The current demand for moly is through the roof and zero inventories are in place.  It is mined in the same concentrations as gold so you have to process a huge pile of ore to get a little bit of moly.

Stainless Steel (read Nickel) is the solution here also.

Arguably Stainless steel is not the only alloy that will solve our aging infrastructure.  Zinc can be used to create galvanize for structural applications.  And guess what, UC tapped into 10  anomalies last fall that contained up to 4.35% zinc.  So while Nickel is a great find and the front runner for value, be assured that the Mcfauld’s area is equally likely (perhaps more likely) to have a motherlode of zinc waiting for us to develop.

Galvanize (read zinc) is the alternate solution for structural applications