Replies to post #238 on The Rising Influence of Rising Affluence

[DewDiligence]

This chart from BHP is a must-read for natural resources investors, IMO:

#msg-40467428

[DewDiligence]

BHP FY2009 Revenue/EBIT Breakdown by Commodity

 
            % of FY  % of FY  
 Commodity  Revenue   EBIT*  
 Iron ore     20%      34% 
 Met coal     16%      26% 
 Petroleum    14%      22% 
 Base metals  14%       7% 
 Energy coal  13%       8% 
 Aluminum      8%       1% 
 Manganese     5%       7% 
 Stnlss steel  5%      (5%) 
 Diamonds      2%       1% 
 Other         3%      (2%) 
  
 *Earnings before interest and taxes. 

Source: http://www.bhpbilliton.com/bbContentRepository/docs/090812BhpBillitonPreliminaryResultsNewsRelease.pdf