PDN 0.12% $8.30 paladin energy ltd

Don't forget bluegum hardwood woodchips. There is a large...

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    Don't forget bluegum hardwood woodchips. There is a large deficit emerging in the availability of papermaking cellulose next decade. And then there is Platinum, a commodity with structural market problems nearing the heights of Uranium


    2 trends emerging in many resources


    1. Emerging world is resource intense/increasing demand

    2. Do-gooders in 1st world want to restrict resource extraction/reduce supply



    Outcome - strong markets for many commodities next decade. Pick your winner

 
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