Running Out?

Scientific American has an interesting feature on the limits of earth's resources. This is the underlying driving force behind commodity bull markets. Countering the trend of ever increasing shortages of resources are new technologies which may:

1. increase usable resources (ie shale gas)


2. decrease demand (ie energy efficiencies, recycling)

Overlay complex patterns of global booms and busts and the short term patterns of commodity prices are anything but predictable. For today, the big picture is worth a look.

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