They are 10 years behind China on the infrastructure plan. As for commodities, it does point to more demand but at the rate they move the impact will be at least 2 years away.
Response from China: "China continues to welcome
all initiatives to promote global infrastructure development," Foreign
Ministry spokesman Zhao Lijian replied when asked for comment. "We
believe that there is no question that various related initiatives will
replace each other, [but] we are opposed to pushing forward geopolitical
calculations under the pretext of infrastructure construction or
smearing the Belt and Road Initiative."
translation - Thank you as the foreign infrastructure to be built will be used to service plants we have already built and the wealth will be used to buy products we manufacture and sell - all making us stronger.;-)