The Baltic Exchange Dry Index is a measure of world shipping and it currently suggests that world shipping has collapsed. (according to this blogger)
Read on. (I suspect the curve is an inverted hockey stick.)
Now, Wand has suggested that we get our spies living at the bulk port cities of Australia, and anyone involved in the industry, to keep an eye out for any carrier ships. Seeing as they've just about stopped we should notice it, right?
*It's OK. The blogger doesn't know either, and one of his commenters has questioned his interpretation of the BEDI information. It's interesting, but does anyone really know what/how the BEDI works? Simplify!
Though a little bird told me about 12 months or so ago that the Chinese economy was going to crash big-time and our resources boom would end.