Yep - headline is not even close to the content of the text, its...

Yep - headline is not even close to the content of the text, its basically saying that iron ore, met coal and thermal coal and LNG prices are predicted to stabilize due to increasing supply and demand for the high quality bulk commodities due to Chinese air quality restrictions and improved efficiencies in the Chinese smelter sector, but most of the other base metals and maybe specialty metals which went no-where from the GFC through to now- should rise - especially base metals because there hasn't been much exploration or new supply, and it takes a long time to bring base metal production online.

This is actually good news as we don't want another "bulk commodity boom" such as the 2003-2013 boom where the price of coal, iron ore and gas/oil all goes up simultaneously and inflated the construction, contracting and labour market costs and sent the AUD through the roof making life difficult for all resource companies and the rest of the economy.. we actually want the base metals part of the industry to have a bit of a boom while the rest of the commodities take a breather...

I probably went in a bit too early but that's why owning BHP and RIO isn't really a good idea to get exposure to improving commodity prices, you need to be looking at base metal producers and developers.