Good article. That's why China, several moves ahead the crowd, is trying to ensure supply of grains for oil since last year from countries like Brazil, to be processed in Canada, and I guess now, in USA. That is one of the reasons I'm confident, the deal between Chongqing and CPOW most go through. Chinese are pushing hard in all commodities fronts, they see what's coming, as some of us in the US and Canada. Most investments outside commodities will be crashing down including the EURO and Dollar (or even worthless) probably as soon as before 2012. IMHO.
China has been importing also massive amounts of gold, despite being the number one producer of gold. I see Mr. Shenher's mentality able to match Chinese moves. I see that for his moves so far and his personality configuration, I see him as one of the awaken people, aware of the games most people ignore. I see that also in his twitter posts (he posted today again). Here are his two last posts:
Gold-Shortage Threat Drives Texas Schools Hoarding 664,000 Ounces at HSBC - Bloomberg
Future Shock: China’s Remarkable $3 Trillion in Reserves; What Will China Do With Them? | It's News
He also is fan of Ron Paul, that alone should give us a clue about where he stands on. I see by the current pps, most people is not able to see the big picture, since most people get stuck and lost analyzing details that are meaningless. And that's why most people is caught with their pants down when a crisis hits home, instead of hearing the rumble outside they are focused and lost on the squeaking of the hinges of the batthroom door.