Commodities in Crosshairs – a commodity shortage lies ahead

Commodity shortages lie ahead 
We have long emphasized that the commodity problem is, at heart, a supply shortage due to decades of suboptimal investment, which has been exacerbated over the past year by the sharp drop in prices and tight credit conditions. As the commodity markets rebound with the broader global economy we expect a redux of 2008 when severe supply constraints forced the rationing of demand through sharply higher prices to keep the markets balanced.

>> Commodities in Crosshairs – a commodity shortage lies ahead  August 2009 [PDF, 382 KB]