Most mineral prices In real terms, (inflation-adjusted) tend to run down with time. Even oil follows this trend, most of the time. However, supply and demand are unwilling bed-fellows. Somebody will always get screwed...

I live in a country - one single country representing 3% of the world's population, and we supply 40% of present world uranium markets.

Do you see the problem?

Opec is about 6 or 7% of world population, and 60% of world oil supply (these are WAG's, but they're in the ballpark).

Right now, Australia likes selling minerals to the world, but what if we get a nuclear conscience, or if we get greedy?

If one source of energy is scarce and in demand (whether the scarcity and demand are real or fabricated) then ALL sources of energy experience price inflation and competition.

Right now, we're seeing a rush for non-conventional oil and gas.

If you want to make money, invest in oil shale, coal seam gas, and marginal reserves.

Don't tell anyone I said so,and don't blame me if it goes wrong, but these are sectors that are highly leveraged on energy price. 10 years ago they were worthless, now they are valuable, in 10 more years they will be like gold...

The secret of life is to see the future, about 5 minutes before the rest of humanity sees it, and to be flexible enough to DO something about it...