If you could foresee every major investment trend... how rich would you be today? - Smart Commodities UK

Take a look at the chart below. It represents both "The Greatest Ever Threat to Civilisation" and the greatest investment opportunity of the 21st century.

Does that sound like an exaggeration?

Listen to this...

In May of this year, the world’s largest investment research firm published a report on: "The Five Greatest Threats to Civilisation." It may perhaps be the most important independent news story of the last decade. Yet virtually no-one picked up on it.

I noticed however, because I’ve been talking about this story for a long time. And when you’ve finished reading about it today, you’ll understand why I’m so excited about this opportunity.

The research firm in question was none other than Goldman Sachs and their prediction as to "The Greatest Threat" was an extreme shortage of water.

How could water possibly be both an "Extreme Threat" and an "Incredible Investment Opportunity"?

Look at this simple chart...



As you can see, by the year 2028 there will be over eight billion people on the planet... and we will be consuming 90% of the available fresh water.

By the year 2035 we will be using 100% of all available fresh water. The price of water... and the price of everything we need water for... will go through the roof.


The data for this chart was compiled by the United Nations...

These numbers are dramatic, yet they have been confirmed by the IMF, Greenpeace, the US State department and scores of independent researchers.

With the world’s population set to double - it’s plain to see that a catastrophic water shortage is just around the corner... which means, for forward thinking investors, the opportunity of a lifetime is right now.


For 15 years my investment team and I have been studying the world’s markets. And although we disagree about some things... there’s one thing we all agree on...

Investing in the 21st century is totally different to investing in the 20th. The world has changed - it’s being reformed by many, many factors - the crisis over our water supply is just one of them.

But it’s a big one that is not going away. Organisations, such as Goldman Sachs - are predicting that the "Demand for water will continue to escalate at unsustainable rates."


As Lord Stern, the World Bank’s former chief economist, recently pointed out: "Water is not a renewable resource. People have been mining it without restraint because it has not been priced properly."

With an immensely larger population, comes a stark increase in the demand for water. And this means the price of water is going to skyrocket.

And that brings me to the investment angle. Experts at firms such as Goldman Sachs are already making the change. You should too.

I’m talking about revamping your current positions to take full advantage of the enormous changes that the world will see over the next 20 years.


It really all does come down to two simple things: Population and water...

These factors are going to be huge driving forces behind the majority of investment strategies from now on.

Just think for a moment about what these factors have an effect on...

We’re about to see the start of 21st Century resource wars as soaring populations compete for limited supplies. Water and food will be fought over the hardest. And without water - there would be no food... so in the end it all comes down to water.

World leaders including George W Bush are coming round to the idea that... within the next 20 years... we will begin to see "resource wars", as soaring populations compete for the sparse commodities available.

And when someone who sticks his head in the sand as much as George W say’s it’s a strong possibility... it’s time to worry.

In fact it was not too long ago that America was having localised water wars in its own backyard. As recently as the 1940’s, Americans were killing each other over water rights... they were squabbling over the diversion of rivers, to supply water to the desert regions of California, Las Vegas and other areas. In fact, the US states of Georgia and Tennessee are fighting over water rights at this very moment... although this time they’re doing so in the more civilised surroundings of a courtroom.

It is likely that America will once again fight over the clear tasteless liquid... which is in stark contrast to the liquid they’ve been fighting over lately.

Resource expert and author of the highly respected book: When the Rivers Run dry, Michael Quinion, defined these coming water wars:

"This (Water war) is a term devised by environmentalists for a type of conflict (most probably a form of guerrilla warfare) due to an acute shortage of water for drinking and irrigation. About 40 per cent of the world’s populations are already affected to some degree, but population growth, climate change and rises in living standards will worsen the situation: the UN Environment Agency warns that almost 3 billion people will be severely short of water within 50 years. Possible flash points have been predicted in the Middle East, parts of Africa and in many of the world’s major river basins, including the Danube. The term has been used for some years to describe disputes in the southern and south-western United States over rights to water extraction from rivers and aquifers."

So even the United Nations is predicting that 3 billion people are going to be in dire straits... and their figures are notoriously conservative.


Less food produced per person

The production of most foods is water intensive - of the water we have available... we currently use nearly three quarters of it on food production. As demand for foodstuff rises... production rates per person could actually fall due to the shortage... and ridiculously high cost of water... and it will be ridiculous... I assure you.

This has already led to the beginning of a commodity supercycle. It’s all very well Asda coming out and saying that they will offer staples such as bread, milk and eggs for just 50p. But I guarantee they won’t be doing it for long. We are about to see the price of food sky-rocket. If you think you’ve been feeling the pinch already... let me tell you, you will soon.

Power cuts

Like food, the generation of electricity is extremely water intensive. In fact, to power one 60-watt incandescent bulb for 12 hours a day over the course of a year, a power station needs to use between 3,000 and 6,000 gallons of water... think about that the next time you see all the steam gushing out of a power station’s cooling towers. As electricity becomes increasingly expensive, parts of the world can look forward to the types of rolling black-outs only normally seen in places like North Korea.

Ruined land

With the rise in demand for food, the world’s limited farming land would be over extended. Rotation cycles will no longer be viable due to demand... and we will end up ruining the fertility of the majority of Earth’s soil as we struggle to adequately feed a spiralling population.

Abandonment of land

Parts of Asia and the Middle East, where the water crisis is biting now, will see an exodus of people - as their land will cease to sustain life. The most basic commodity will be gone, and the soil will be good for nothing.

Already we are seeing the beginnings of this...

China and India are supplied by groundwater, and this is being extracted at an unsustainable rate. Cities that have experienced aquifer drops between 10 to 50 meters include Mexico City, Bangkok, Manila, Beijing, Madras and Shanghai.

If aquifer levels around the world continue to drop, we will see deserts springing up all over the planet... and the biggest migration of people the world has ever seen.

Later on I will show you a chart that reveals just how much fertile land we are losing... I had to check my findings several times when I saw the results.

It’s simple...

The more people there are in the world, the more we are going to need more of... everything...

Blogging hedge fund manager, and commodities expert, Finbar Taggit had this to say on the subject:

"Let's face it. There are too many of us. As much as nature tries to find equilibrium, whether it is via HIV AIDS, confirmation of the second amendment or ice caps melting, we just keep on copulating and finding ways of making us live longer.

Simple economics says more people means a greater demand for food and oil. Increase demand on existing supply and prices go up. Is that what is happening now? Well not really. A year ago, commodity prices were on the whole fine. Today, a few million more people are born and the world faces subsidies, fighting on the streets for bags of rice and SUV drivers cancelling their vacations to provide for their vehicles. Authorities are trying to control speculative demand but commodity prices still keep rising."

Let’s take a quick look at the farming sector...

Farming makes up 70% of the world’s available water usage... it is estimated that 69% of this is for irrigation.

Michael Quinion wrote about this subject at the start of June this year:

"In the discussion of the global food emergency, one underlying factor is barely mentioned: The world is running out of fresh water. Climate change, over consumption and the alarmingly inefficient use of this most basic raw material are all to blame. I wrote a book three years ago titled When The Rivers Run Dry. It probed why the Yellow River in China, the Rio Grande and Colorado in the United States, the Nile in Egypt, the Indus in Pakistan, the Amu Darya in Central Asia, and many others are all running on empty. The confident blue lines in a million atlases simply do not tell the truth about rivers sucked dry, for the most part, to irrigate food crops."

As our population vs available water chart shows, by 2035, there will be a third more people in the world. This means that in order to feed everyone - almost every last drop of water on the planet needs to be used.

Which is all very well - but what are we all meant to drink?

At present just 0.3% of water is used for drinking, this will soon double... which still doesn’t sound like a lot. But when the percentage of water available for drinking stands at 0%... it’s quite a problem.


The amount of it we needlessly waste for a start.

It is without a doubt the most vital lubricant of our economy... but do we really need to waste 15,000 litres of the stuff to produce one kilo of beef?

And is it necessary to use 2,000 litres to manufacture a single cotton t-shirt?

Well it’s necessary to make the t-shirt... But aren’t there viable alternatives?

Of course there are...

But the world just isn’t aware of the figures and nor does it care. That’s why we’re steaming straight for this catastrophe completely unaware...

Let me show you another chart...

Now forget for a minute that there isn’t enough water on the planet to grow all the food necessary to support the increasing population...

But as you can see from the above chart - the arable land we have is disappearing at a devastating rate.

Is it any wonder that we have already entered into a commodity supercycle? Land is becoming more and more scarce, there are less places to grow crops... and to top it all off, by 2030 we could be about to see a 300% increase in the amount of food grown for pointless biofuels... and not for eating...

Can you see what the world is about to be dealing with?

A catastrophic water shortage, a catastrophic food shortage... leading to a complete shift in the way everybody lives their lives... and that’s an optimistic view-point.

We’ve already begun to see the early stages of this phenomenon... just go take a look at your supermarket shelves...

The cost of food has gone up exponentially; far, far, far higher than the official cost of living increase would have us believe.

Let’s take a look at the price increases in a broad range of food stuffs...

Since the start of January 2007 to the end of May 2008: Britain is feeling the pinch...

In the emerging economies, the heartland of population explosion, people are already at the sharp end of the problem... and it’s hardly started...

There have been food riots in Mexico, Argentina, Italy, Haiti, Cameroon, Egypt, India and in many other parts of Asia and Africa. If this is what we are seeing at the start of the trend... can you imagine how terrible things are going to be a little further on up the road.


All you have to know is where all that money is going.

I’ve been studying the resource industry for the past 15 years... in a moment I’ll show you my track record - so you can see that I really do know what I’m talking about. I can tell you exactly what's happening, and how to take advantage of it. Of course there are no guarantees from any kind of speculation. Investments that I recommend can be effected by fluctuating commodity prices and exchange rates. If things go wrong, the value of the share could drop, so you should never invest more than you can afford to lose.


My name is Garry White. From my years spent overseeing biodiversity research projects for the Tanzanian Forestry Department and Ugandan National Parks... to my years as a stock picker in the field of commodities... I have been operating at the cutting edge...

My newsletter Smart Commodities UK has an enviable track record. From when the service began on 1 November 2000 up to 30 June 2008, our average gain on all closed positions is 79%. Here's the positions closed out in the last 12 months...

Company Name	Detail	Date Sold	Original Price	Sale price	Gain/loss
OMI Corp.	OMM NYSE	Jun-07	16.90	29.25	73.08%
Chesapeake Energy	CHK NYSE	Sep-07	29.18	35.22	20.70%
Suncor Energy	SU NYSE	Sep-07	12.69	94.68	646.10%
Tesoro Petroleum	TSO NYSE	Sep-07	12.80	51.01	299%
Bronco Drilling	BRNC NYSE	Sep-07	16.24	14.84	-8.62%
Apache Corp	APA NYSE	Sep-07	81.59	87.89	7.72%
Yamana Gold	AUY NYSE	Sep-07	10.22	12.01	17.51%
American Century Global Gold	BGEIX	Sep-07	3.80	21.68	470.53%
streetTRACKSGold	GLD NYSE	Sep-07	42.90	72.33	68.60%
Van Eck International Gold	INIVX	Sep-07	10.30	18.15	76.21%
Teekay Shipping Corp.	TK NYSE	Sep-07	29.41	61.13	107.85%
EnCana Corp.	ECA TSE	Mar-08	20.45	73.95	261.61%
Peyto Energy Trust	PEY.UN TSE	Mar-08	26.95	18.95	-29.68%
Valero	VLO NYSE	Mar-08	10.12	48.10	375.30%
Spectra Energy	SE NYSE	Mar-08	26.42	22.69	-14.12%
Cameco Corp	CCJ NYSE	Mar-08	38.01	34.43	-9.42%
International Uranium Corp. Now Dension	DML TO	Mar-08	4.65	7.28	56.56%
Foundations Coal Holdings	FCL NYSE	Mar-08	21.66	50.78	134.44%
Walter Industries	WLT NYSE	Mar-08	20.06	59.55	196.86%
Covanta Holding Corp	CVA NYSE	Mar-08	15.91	28.16	77%
General Electric	GE NYSE	Mar-08	32.90	37.27	13.28%
Corning	GLW NYSE	Mar-08	21.35	25.14	17.75%
Suntech Power	STP NYSE	Mar-08	34.85	38.25	9.76%
Ormat Technologies	ORA NYSE	Mar-08	38.72	43.11	11.34%
Newmont Mining of Canada	NMC TSE	Mar-08	24.73	47.41	91.71%
Silver Standard Resources Inc	SSRI Nasdaq	Mar-08	14.06	31.58	124.61%
TAU Capital	TAU AIM	Mar-08	1.05	0.95	-9.52%
CEMEX	CX NYSE	Mar-08	13.20	27.13	106%
Jacobs Engineering	JEC NYSE	Mar-08	30.31	76.15	151%
Westshore Terminals Inc Fund	WTE.UN TSX	Mar-08	9.67	16.31	68.67%
Mueller Water B Shares	MWA-B NYSE	Mar-08	11.08	8.57	-22.65%
Henderson Morley	HML AIM	Mar-08	2.13	1.08	-49.18%
Medical Solutions	MLS AIM	Mar-08	6.50	8.00	23.08%
Overall average closed position from Jun 07 - Jun 08					101.89%

(These figures are based on the past, and the past is not a reliable indicator of future results. No positions closed since March 2008.)

What it all boils down to is, understanding EXACTLY what drives prices... the swell of worldwide demand... where new supplies are coming from... and how those supplies will reach us - the end users...
Now, I spend every day researching and analysing these crucial details... and reporting my best investment ideas for a financial research service called Smart Commodities UK.

What I’m most excited... and equally concerned about now... is the coming population explosion...

I’ve spent months compiling research data for my new report, that shows you how to position your investments to profit from this population explosion.

My report,which I’ll tell you more about in a moment is called, Population Explosion: how our greatest threat became our biggest opportunity and it details all the potential ways to cash in on the coming population boom... whilst cushioning your finances from the crisis unleashed in its wake.

I devoted so much time to this project because it’s a problem that will have very real consequences for those caught unaware.

Not only that... I simply don’t see an easier way to make a fortune over the next few years.

But don’t just take my word for it...

Jim Rogers, arguably the greatest commodities investor of all time, says that that agricultural resources are set to explode... and it’s all down to a rise in population:

"God knows how high the price of agriculture is going to go, so that’s where I’m putting more of my money now... I think I’m going to make more money in agriculture than I make in precious metals."

All you have to do is follow the path of the smart money... And my report Population Explosion: how our greatest threat became our biggest opportunity will show you how...


Soaring demand and falling supplies are sending crop prices rocketing. You’ve seen how it’s affecting everything from fuel to inflation.

For some the coming population boom will cause devastating havoc. For others it could the biggest profit opportunity of a lifetime.

Which side will you fall?

I also see this as being a long term agricultural boom - and definitely not a bubble... analyst Michael Pento agrees with us.

"We see that the Global need for food is projected to increase by 50% in the next 20 years. Outside of cutting subsidies for ethanol production, which seems highly unlikely, this projected future demand for food cannot be decreased substantially. Plus, there is no evidence that today's demand for food is artificial or temporal in nature, nor is there evidence that a major supply of crops is about to hit the market.

Ask the citizens of Egypt, Cameroon, Ivory Coast, Senegal and Ethiopia if their demand for food is real or speculative. Bottom line is people don't riot when all they want to do is speculate, they riot when they are hungry and cannot find or afford food to eat.

No, the increased demand for agricultural goods is real, as is the supply constraint facing the market. Investors may want to ignore the massive growth in earnings that are being reported ...

... But sorry, no bubbles will be found there."

And that’s exactly why I’m writing to you today...

After three months researching every possible way to make money from the fallout of this unprecedented population boom.

I’ve found a number of ways.

The first is a complete way to play the soft commodities market. Now remember what I’ve just told you... we are about to see an astronomical boom in this sector. We are now in the embryonic stage of a commodities super-cycle - and the profits about to be realised could be tremendous.

The time to get in is now, before the super-cycle steps up a gear...

My comprehensive report Population Explosion: how our greatest threat became our biggest opportunity analyses all the factors that man should be thinking about right now. By reading this you will be ahead of the game... and be able to face up to the coming challenges ahead.

The report details exactly where I think you should be putting your money right now, in order to not be caught out by the coming resource wars...

Our world can only support a finite number of people... there is much suffering just around the corner. By investing cleverly in our planet’s future now... it won’t just be you that will reap the rewards.

But that’s not all...


The second way I’ve found to play the coming population boom involves the biggest super-power in the world and their growing needs...

If I was only allowed to recommend one share this year, it would be this one. Because all the signs are pointing to gains of 171% over the next three years.

Let me explain...

To make modern buildings you need lots of concrete and steel. And China is the biggest consumer of them all.

To accommodate its growing and modernising population, China plans to build the equivalent of 10 New York Cities.

The amount of resources they’ll need for such a feat is simply staggering... and one company is in the perfect position to supply a large chunk of the raw materials.

Here’s the thing...

To make steel you need iron. The problem for China is they don’t have anywhere near enough within its borders... and the ore it does have is of poor quality.

That means Chinese construction companies are at the mercy of the big iron ore exporters - BHP Billiton, Rio Tinto and Vale.

These miners charge what rates they like to ship the stuff over... and the cost is huge. China has NO CHOICE but cough up.

But thanks to one brilliantly positioned iron ore firm - a company listed right here in London - that could be about to change.

Imagine it... an iron ore company right next door to the world’s biggest iron consumer...

You see, they are in a unique position.

Never has the saying "location location location" been more fitting. Not only do they hold vast quantities of iron ore... but they’re based right next to China’s borders.

Imagine that... a business that’s a stone’s throw away from their biggest ever customer!

This is one of those rare investment situations. This company has the right commodity, in the right place, at the right time... and its management is also one of the best in the business!

It has just started to produce its first ore and a significant ramp up in production is expected over the coming months.

It’s great for Chinese steelmakers as they can now get their ore sourced locally at a far cheaper cost. It’s great for this company as they have their best customer right on their doorstep.

And it’s great for you, the investor, because you could stand to make an absolute packet in the years to come!

These shares are half the price they should be, says one broker.

By 2012, the company plans to produce up to 10.7 million tonnes of iron ore concentrate. From that up to 5 million tonnes of pig iron will be produced.

It also recently announced the acquisition of two mining licenses that could double the iron resources of the company.

Broker Cannacord Adams has reviewed all of the company’s projects. They concluded their net asset per share valuation is almost TREBLE that of its current market price.

But I reckon that’s a pretty conservative forecast.

You see, iron prices have risen significantly. I believe they will continue to do so for many years to come. And I’m not alone...

In a recent note to clients Citigroup said: "The iron ore market remains under-supplied and only a sharp deceleration in Chinese steel production will change this. We expect iron ore to rise by 30% in 2009... but, this may be conservative."

Your best chance to treble your money?

As you can probably tell, I’m pretty fired up about this opportunity.

I believe it has real potential to treble your money if all goes to plan.

And that’s why I’ve also written all about this in my latest report: Population Explosion: how our greatest threat became our biggest opportunity

Best of all, I’d like to send you this report FREE of charge.

Let me show you how to get your copy...


The only thing I ask in return for my free report Population Explosion: how our greatest threat became our biggest opportunity is that you take a trial subscription to my daily resource advisory, Smart Commodities UK.

Let me tell you more about my research service...


If you take a trial subscription of Smart Commodities UK, you’ll be in on the very best resource investments in the market today.

I’ll write to you daily, informing you about new developments as they unfold in real time. Most importantly, you’ll hear about the investments that are directly positioned to benefit from them - so you can get there first. You’ll also receive my monthly newsletter, which goes straight for the jugular of all my latest and forthcoming investments.

Every day you’ll learn more about the companies that specialise in the new resource technologies - technologies necessary to rise to the challenges created by a population that is set to double...

In fact I’m covering one company which produces a product that will be used in practically every single electronic device that our modernising population will be using...

The full details of this third way to play the population crisis are amazing... and the profit opportunity is very, very exciting... I reveal all about it in my new report: Population Explosion: how our greatest threat became our biggest opportunity

I’ll follow the industry from every angle, and report on the very best opportunities, wherever they happen to be.

Over the course of your subscription there could be dozens of opportunities to treble your money.

The total Smart Commodities UK package includes:

• 12 monthly issues of my newsletter
  
• Special Report: Population Explosion: how our greatest threat became our biggest opportunity
  
• Daily emails keeping you appraised of how your investments are doing
  
• Urgent stock updates
  
• Regular stock tips accompanied by in-depth special reports - showing you all the angles
  
• Fleet Street Daily's informed analysis on economics and investment

One of the best facets of this service is the daily contact you will have from me directly. Every day you’ll be kept in the loop... nothing will pass us by... and every single profit opportunity in this sector will be explored.

I’ll do all the hard work, all the research and present it straight to you - in simple terms, with convenient definitions... and without any double talk or techno-babble.

I’ll do all this so you don’t have to.

You’ll get my most up to date research about where the commodity boom is going next. As it happens...

I’ll share all my on going research and opinion with you every day... in a simple and concise email that will tell you what’s going on... and how you could profit from any given event.

That way you’re always two steps ahead of the market - and every other private investor!

Smart Commodities UK research service, including everything I’ve mentioned costs just £117 for the first year...

Sign up today, and I’ll send you a FREE copy of my Special Report Population Explosion: how our greatest threat became our biggest opportunity.

Take the next 3 months to decide if my work is right for you.

You can even paper trade the tips I give you to see just how valuable my advice is... before you make any investments...

If you are unsatisfied for any reason - simply cancel before the 3-month trial period is up, and I’ll give you a full refund... plus everything I send you is yours to keep, whatever you decide.

I can make this guarantee because I’m confident in the quality of my work - and I know that once you’ve given my service a try, you won’t want to be without it...

At £117 a year, I think it’s the best deal out there.

But before I show you how to get started, there’s one more thing I want to tell you about...


Smart Commodities UK costs £117 for a full year.

But if you sign up through this special offer, I’d like to give you an even better deal...

I’d like to give you a full year of this service - including the Special Report I’ve described in this letter - my monthly newsletter - and my daily updates - for just £67.

That’s 40% off the regular rate.

For the special rate of £67, you’ll get:

• 12 issues of Smart Commodities UK
  
• Daily emails, plus Fleet Street Daily
  
• Stock updates
  
• Special Report: Population Explosion: how our greatest threat became our biggest opportunity
  
• Regular stock tips and special reports

Please note: If you take advantage of this special offer, you will still have a full 3 months to decide if Smart Commodities UK is right for you.

If you’re unhappy with my research for any reason whatsoever... simply cancel... and I’ll send you a full refund - no questions asked.

To get in on the world’s biggest bull market - before it’s too late - Subscribe Now, by clicking below.

Sincerely,



Garry White
Editor,
Smart Commodities UK

P.S. I would like to send you your exclusive report Population Explosion: how our greatest threat became our biggest opportunity and your first issue of Smart Commodities UK immediately, so you can start investing wisely for the extraordinary times ahead.

When you see farmers and oil rigs on the front cover of Time, Fortune and BusinessWeek... when your hairdresser advises you to get into soybeans... and when the supermarket assistant offers an oil tip... that is when it’ll be time to get your money out of this great resource trend. But those days, in my opinion, are decades away.

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