Hey guys, i just saw an interesting article about supply in 2013. Check it out I think you might like it. http://at-scm.com/ I thought the predictions about increased volatility and upset cost calculations was particularly interesting. Tell me what you think... "Increased volatility, upset cost calculations – Yes, sir – that’s for breakfast, lunch and dinner around the corner. Almost all the Emerging Market countries (such as BRIC) have entered a period of flux, not unlike what the Nutty Market countries at the periphery (Egypt, Syria etc) entered into roughly 2 years ago. This flux in the Emerging Markets – both China and India have received a lot of foreign investment in the past years." read more here...
