In addition to huge nuclear expansion in China, India and Eastern Europe, President Bush continues to promote the expansion of U.S. nuclear power — a goal we note would help to alleviate a growing U.S....

I knew . . . that commodity prices were still going to move up [in] 2005 . . . but the extent of the increases has been a little higher than even I had imagined.

The prices right now for a number of the base metals are really in uncharted territory.

There is a shortage of zinc concentrates around the world and that shortage is constraining smelter production in China and places like South Korea and keeping supplies fairly tight.

What I conclude from this is that we need another export outlet for our crude oil. I suggest China and Japan would be excellent outlets for some of this crude.

Oil & Gas was the only sub-component to decline last month. Rising ‘geopolitical risk premiums’ for light crude oil – linked to recent unrest in Nigeria and international tensions over Iran’s decision to resume nuclear...

There is a very tight basic supply/demand balance around the world, and economic growth has been surprisingly strong so far this year.