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NONFERROUS MARKET IN FLUCTUATION

10/19/2008 11:08 PM

(ISSUE 84/OCT.13-19 2008)

In this issue:

Followed with the steel market decline, the nonferrous metals market dropped as a whole as well. Prices of aluminum, copper, zinc, lead and nickel all fell significantly. However, price of nickel recovered slightly and copper demand from China also rebounded recently, which brought some hope for the market. Where will nonferrous metals market go?...

Abstract

Domestic aluminum production to up10pc by the end of 2008

Aluminum production reduction to continue, futures price fell again

Aluminum price decline provides opportunity for industry integration

Chalco: domestic bauxite could sustain 10 years' exploration

Copper concentrate self-sufficiency rate fell to 30pc in China

Copper price in winter

ICSG: copper oversupply to reach 100,000 tons this year

Copper price fell 40pc, China may increase copper reserves

Nickel oversupply to worsen in 2009

Futures zinc market remains promising

MetalBiz Weekly is published every Monday focusing on the hotspot events both in the domestic and international markets. Dedicated to provide the timely reports and hot focuses, we are sure this is the ultimate guide for your understanding of the metal markets. An outline of the MetalBiz Weekly is listed on the website, and for subscribers, a full version in terms of PDF format will be sent to designated e-mail address.

For Further Details or Clarification, please contact us:

Contact: Michael Zheng

Tel:+86(22)8988-5755

Fax: +86 (22)6621-1568

E-mail: info@chinametalbiz.com

Skype: chinametalbiz

MSN: chinametalbiz@hotmail.com

Website: www.chinametalbiz.com

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#1

Re: NONFERROUS MARKET IN FLUCTUATION

10/21/2008 4:22 AM

Hi metalbiz888!

First of all, a great big Welcome to CR4 and this group of very interesting and well informed individuals. Your particular slant on metals should add a very interesting dimension to the blogsite.

Considering Intel's new incursions into the nano transistor design of its "atom" processor (something like 40 million transistors to the inch by half-inch(?) surface), I would think zirconium and/or hafnium is a good investment. Intel infuses hafnium into the silicone used in their nano transistors because of its amazing heat resistance; thus it doesn't need a cooling fan to do a tremendous amount of work at very low power levels. Intel thinks hafnium is the road to the future of small (hand-held) computing devices that require no cooling. But the truth is that computing technology is changing constantly; so this is only the latest in its developments. However, it should make for a sound ride for some time to come.

Also, considering the development of the hydrogen-production vehicle currently underway, I would venture that aluminum and/or gallium might also be an upcoming good purchase (especially the latter).

Zirconium and aluminum (actually, Bauxite) are the parent ore bodies for hafnium and gallium, but each has its own processing facilities. Wikipedia can give you more information as to companies, etc., involved in their production for investment purposes.

I don't personally or otherwise own or deal in any stocks.

Mark

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#2

Re: NONFERROUS MARKET IN FLUCTUATION

11/18/2008 5:42 PM

Not to be overlooked - Lithium. This metal is poised to become rare compared to demand depending on the energy storage demands looming.

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