Ah, I see Heebner made my own point for me. It's from a newspaper interview:
Q. But those 3 billion [in China, Russia, India and
Brazil] have less money and less GDP. How will that drive the world
economy?
A. These people don't have the roads, the airports, the infrastructure
- and the building of these creates big demand for industrial raw
materials and energy in all forms. In a nutshell, these foreign
countries place a high priority on growth. The broad pattern is they're
more concerned about maintaining growth than other factors, be it
pollution or inflation.