39% Of South African Gold Production Is Now Offline

As predicted, the worker strikes in South African platinum mines spread to other platinum mines--and gold mines.  And as predicted, said commodity market prices drifted lower, even while imminent supply constraints intuitively infer higher prices.  Marginally economic mines have been shut down due to artificially suppressed prices, further dampening supply.

Demand for precious metals is soaring, but the supply fundamentals may be the driver for higher prices going forward.

http://www.zerohedge.com/news/2012-09-26/39-south-african-gold-production-now-offline