virtual metals research and consulting tom butler jessica cross gary mead andrew sullivan matthew turner tel 44 20 7487 3600 email info virtualmetals co uk fortis monthly august 2006 gold silver platinum palladium aluminium copper nickel lead & zinc tin plastics merchant banking bank 1 contents strategic view 3 analysis 5 focus 6 11 12 13 14 15 16 17 18 19 indices 21 prices 22 disclaimer copyright 23 about 24 commodities contact list 25 is an exclusive precious base joint venture between sa nv introduction geopolitical uncertainties a weak dollar dominated july rise in the european central s interest rate to negative for demand but still well placed benefit further from middle east turmoil while some face supply side problems strong scenarios 600 oz