Connect these dots. Syria gets punched in the nose, hard real hard. Iran comes on the scene and gets kicked in the balls with no remorse. Iran stops sending oil to China. China shakes, shimmies and weaves about. In the mean time as China slows down they reduce demand for commodities. Copper, Tin, Nickel, Aluminum and a host of other commodities stay in the ground. Commodity prices fall hard and splatter.
If China is smart they will try to buy the miners at depressed prices. They will deal directly with cash impoverished host countries who will see their royalty revenues drop dramatically. Mines will be reverse purchased allowing mining companies an exit from poorly producing properties.
Connect the dots.
George Gutowski writes from a caveat emptor perspective. Follow him on Twitter @financialskepti