| Where are we in the commodities cycle? Moving into 2012, there has been a degree of reevaluation in key commodities markets about the relative weighting they should give to demand-side fears and supply-side dynamics.
As Barclays Capital note in their latest Commodity Refiner, in general, there has been a shift back to a fuller consideration of the supply side after a year that was dominated by demand-side concerns and fears of macroeconomic discontinuities...............................................Full Article: Source
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