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Take your time moving money into resources [ClearOnMoney]
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Commentary

Take your time moving money into resources

5 Mar 2012 by Jim Fickett.

In general I agree with Grantham, and many others, that we are “running out of everything”, and that resource investments will have a tailwind for decades. However the prices we see currently are partly a result of a one time anomaly, the rapid industrialization of China. In an article today, the Financial Times describes the scale of China's growth in resource consumption:

Between 2000 and 2010, China’s imports (in value terms) of iron ore surged 42.5 times, thermal coal 248 times and copper 16.2 times, and the country is now the biggest consumer of virtually all commodity categories in the world.

But as it starts to run out of things to build and its real estate market slumps it is clear that its demand for commodities cannot continue to grow at that pace.

It is good to look for resource opportunities now (natural gas!), but in many commodities the big opportunity will come when China finally slows to a normal rate of growth.