China produces over 70% of the world’s graphite and has been tightening exports of the vital mineral for years. Prices have soared exponentially. Manufacturers are worried about supply as Li-Ion batteries actually require more graphite than lithium. Maybe they should be called Li-Graphite Batteries.
Three trends will light a fire under natural resource prices and equities in the coming years, according Greg Dorsey, editor of Leeb's Real World Investing. In this interview, Dorsey shares the names of favorite companies that could profit from the expected surge.
When it comes to supply and demand dynamics, Aheadoftheherd.com Publisher Rick Mills does his own math. China may make a show of its alleged copper surplus and Germany may downplay its need for efficient energy sources, but Mills foresees demand spikes.
The Gold Stock Trades editor says coal and natural gas lobbyists are kicking the uranium industry while it's down in the shadow of the Fukushima nuclear accident. But the sector may prove to be the pot at the end of the rainbow for contrarian investors.
History may record yet again that “there is no means of avoiding the final collapse of a boom brought about by credit expansion” because the escalating moral hazard engendered by limitless bailouts is itself a cause of collapse.
According to the former special inspector general for the $700-billion US Troubled Asset Relief Program (Tarp) that bailed out the US banking system in 2008, another financial crisis is all but inevitable and the cost will be even higher than the 2008 financial crisis.
America's energy industry has more profit potential than any other sector. Take advantage of the energy industry's dynamic "taste," and you can make some serious scratch. The problem is... few folks have any clue what they're looking for.
Flakes are king in the graphite space, where large flake commands a substantial premium. But the path to production can be long and twisted, with many moving parts, the resource and tech investor shows in walking us through the funhouse.