Let dont forget about renewable energy. New types of lightening solutions (LED) will shine especially after 2011, Solar power and electrical vehicles will be everywhere. Unfortunately magical times of 2010 wont be mimicked at the future if an only if there wont be new apple like companies who will innovate markets.
The 2011 project makes sense, since we expect the economy to marginally rebound. It is the emerging market that will lift this demand. I am not sure that 2014 can be predicted that easily. Nonetheless, provided the emerging markets are making progress, the demand will be positive.