RE:Rosenberg: Now is a good time to add commodity exposureThat was the positive part of their report. The less rosy part (for us) was their abrupt change in their copper outlook from medium term very bullish to now more cautious due mainly to China and unexpected supply additions from Brownfield expansions like ours. Still, in their Q1 letter they pointed out the expected surge in demand from India and Indonesia as these two huge population countries rise in GDP and will start demanding air conditioners etc. resulting in a rapidly increasing copper demand per capita.