China investing big in transport infrastructure

http://english.cri.cn/6909/2011/05/26/1781s639613.htm

This is worth USD$954 billion. Wish we have a government here who can plan ahead.

You need tar and you need steel, and therefore coal. And you need a government with money.

All this means the commodity market will still be hot for a long time. But if I am China, I would buy the raw material producers first before announcing the plan above. Why would anybody want to listen to a twilight gasman?