---
title: "Heavy Toolbelt"
url: https://independentstockanalysis.com/heavy-toolbelt/
description: "Commodities which ‘hurt when dropped on your foot’ are leveraged to emerging market industrialisation with China remaining the alpha dog. These…"
published: 2013-01-31
updated: 2013-01-31
---

# Heavy Toolbelt

Published 2013-01-31

Posted on

by

J.J. Butler

Commodities which ‘hurt when dropped on your foot’ are leveraged to emerging market industrialisation with China remaining the alpha dog. These commodities can be divided into ‘bulk commodities’ and ‘industrial metals’. The chief bulk commodities are iron ore and coal (met and thermal), but many others exist too. The king of industrial metals is copper. [Size matter’s](http://www.mining.com/majors-are-cutting-iron-ore-juniors-off-at-the-knees-with-massive-new-supply-82888/?utm_source=digest-en-mining-130124&utm_medium=email&utm_campaign=digest) in the industry:

- [Mining](http://www.mining.com/)
- [Mining Weekly](http://www.miningweekly.com/page/americas-home)
- [Mineweb](http://www.mineweb.com/mineweb/content/en/mineweb-home)
- [Commodity Now](http://www.commodities-now.com/)
- [Frank Holmes](http://www.usfunds.com/investor-resources/frank-talk/) blog *Frank Talk*
- [John Tumazos](http://www.veryindependentresearch.com/Letters/archived_letters.htm) commentary is specific.
- [The Australian](http://www.theaustralian.com.au/business)
- [Daily Resource Hunter](http://dailyresourcehunter.com/archives/)
- [Platts](http://www.platts.com/NewsandAnalysisHome) news and analysis for all commodities
- [Benzinga](http://www.benzinga.com/markets/commodities) commodities
- [*ISA* Uranium](https://independentstockanalysis.com/uranium/) links
- [*ISA* Agriculture](https://independentstockanalysis.com/agriculture-resources/) links

Coal:

- [EIA coal reports](http://www.eia.gov/coal/reports.cfm)
- [Coalzoom](http://coalzoom.com/)
- [Doyle Trading](http://www.doyletradingconsultants.com/blog)

China and emerging markets:

- [WSJ](http://online.wsj.com/public/page/news-china.html) China page
- [The China Observer](http://thechinaobserver.com/)
- [Want China Times](http://www.wantchinatimes.com/)
- [China Daily](http://usa.chinadaily.com.cn/index.html)
- [India Economic Times](http://economictimes.indiatimes.com/)
- [Emerging Markets](http://www.emergingmarkets.org/)

Often the best commentary and education for investors comes from listening to the individual company conference calls and presentations. Be aware, however, management teams typically see the world through rose colored lenses.