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Politics : Politics of Energy -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (50790)	5/6/2014 3:16:01 PM
From: russet	1 Recommendation Recommended By FJB Read Replies (1) \| Respond to of 86356

Doesn't look like you read the article too closely. The article says even if there is a shortage there is no good way to invest to take advantage. Why is that complete BS? For example: "In all honesty, the average investor really has little to gain from graphite companies. Note these three companies below. As unattractive as they are, they’re pretty much your best choices, which doesn’t say much for the graphite market." "Considering the choices, the average investor has no safe way of capitalizing on any graphite supply shortages or price spikes caused by mine closures in China. The best way to invest in the growing demand for electric cars is just to buy the car makers themselves. Even a 30% hike in graphite prices would add only a mere 5% to the cost of the batteries and probably not even 1% to the price of the car." Further, the graphite industry is difficult to get a handle on. There are many types of graphite with vastly different physical properties. As I am a chemist I know these things. You have to do a lot of reading to find out all the differences. One graphite deposit can be far more desirable from a "cost to produce" and "physical characteristics of end product" basis than another. There are several good posts describing the differences on these two threads that you can access with a search. The article failed to find the most potentially profitable companies to invest in. Subject 59202 Subject 58528