Replies to post #6552 on The Rising Influence of Rising Affluence

[jbog]

The Natural Resources tailwind / demand remains...

By what metric are you using to measure the natural resources? In general, the natural resource sector died before this board came into existence. Have any of the NR groups outperform the SP?

[DewDiligence]

CLF—I wonder how much the shale energy revolution will play into hands of North America iron-ore companies.

It’s already a major factor in the demand for North American steel, according to CLF’s 4Q12 CC.