What if….

Back in the 1980s, there was yet another conspiracy theory. This one presumed the Japanese, acting through the likes of Sanko Steamship, placed huge orders for new vessels creating an oversupply situation in order to lower freight rates because of their total dependence on imports.

Operating under the presumption that no one really knows what is going on in China. Could China also be acting in its own self-interest? No one seems to question China’s insatiable need for commodities to build-up its infrastructure. Surely, it did not stop with the Olympics. There are the earthquake ravaged areas as well as the requirements generated by the population shift to the cities. Given the magnitude of the requirement and the cost of raw materials at the commodity peak, they certainly are

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