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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: Snowshoe who wrote (64486)6/1/2005 2:22:43 AM
From: elmatador  Read Replies (2) | Respond to of 74559
 
We were doing the whole Ethanol thing by ourselves, Now the rest of the world is engaging on it. This will create the momentum we were expecting.

By the end of this century, 20 years after Africa's population peaked, we'd be fasting returning to wilderness the areas we planted during the pipulation boom, oil age will be over by them.

To keep agriculture alive, we will be harvesting energy from the fields...



To: Snowshoe who wrote (64486)6/2/2005 5:11:53 PM
From: Maurice Winn  Respond to of 74559
 
Nickel cobalt and iron are cheap. Wow! <The catalysts, which use iron, cobalt and nickel supported on a polymer, offer a number of advantages over existing platinum-based alternatives>

Ethanol is just sunshine a few months later. Polymers are just a bunch of carbon tangled together.

All those things are available in vast amounts.

Maybe it's time to short platinum at around $900 an ounce.

With fuel cells, catalytic converters will be out of business too reducing demand for platinum even more. Rhodium would lose ground too.

Maybe fuel cells will succeed in vehicles after all. Note to self = adjust ideas on fuel cell prospects.

Mqurice