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If real estate collapses and the resulting banking crisis affects the rest of the economy, there will be a substantial drop in the demand for raw materials, with a corresponding fall in exports from countries that produce and export raw materials, and in OECD exports to emerging middle classes.
FORBES: The Next Crisis Will Arise in the BRIC Countries
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"It is only the surface that has been scraped for metals around the world, " said Magnus Ericsson, a senior partner at Raw Materials Group, a Solna, Sweden-based consultancy.
WSJ: Exhausting the Earth's Resources? Not So Fast
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Fifty-year-old Basuki Rachmad, a furniture maker from Banjarmasin, complains he cannot get a permit to obtain his raw materials since a legal license to buy wood is only granted to businesses that purchase over 100 cubic meters a month, three times his requirement.
CNN: Big Little Problems