In September a little-noticed report was published by Standard Chartered that revealed the results of an exhaustive global study of mothballed or delayed mining projects since the beginning of the financial crisis in 2008. It revealed a stark picture of supply dynamics in the commodities market that Standard Chartered predicts could fuel the next commodities price bubble. This goes against the conventional market view, which suggests that a faltering economic recovery and a controlled slowing of the Chinese economy will keep a cap on commodity prices in the medium term, perhaps with the exception of gold.
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