It appears that graphite is next in line for a commodity boom. The market is driven by increasing demand from traditional applications, new technology uses, and China’s 75% control of supply, its depleting reserves, and efforts to consolidate operations.
Copper is often referred to as "Dr. Copper," the metal with a Ph.D. in economics. Yet most analysts don't view it as a critical metal. The Mercenary Geologist, gives his thoughts on why the experts are wrong.
Gold is money that maintains its purchasing power, and for this reason it should be viewed as insurance against financial calamity and a hedge in case of economic collapse. When money supplies are inflated, fiat currencies are devalued and the price of gold goes up.
You'll never hear the Mercenary Geologist talk about electric metals, technology metals or rare metals. But he's got plenty to say about specialty metals. While the nomenclature may not seem important, he believes obscure definitions are confusing investors.
Frankly, I don’t get it. The euro, the currency without a country, has been nothing more and nothing less than an abject fiat fiasco since April 30, 2010 when the first Greek panic attack hit the stock markets.
Recently a plethora of alternative names have been proposed and promoted for what were once known as the specialty or minor metals. These mostly obscure elements span the gamut from the lightest to the heaviest on the periodic table.
A graphite company is no different than any other junior resource company. In addition to evaluating its flagship project, we must always assess a company’s share structure, the people, and its peer market valuation.
The data and charts reflect China’s 36% of world consumption and its dominance of global copper markets. It is apparent to me that as goes China, so goes Dr. Copper. I take the contrarian view that a hard landing is not going to happen anytime soon.
Oil, gold, and copper have shed roughly 10% of their unit values this month. Most experts have adopted a very bearish outlook to the point of jumping on the doom and gloom bandwagon. Not I, sayeth The Mercenary Geologist.
Throughout human-kind’s history on Earth, we have never exhausted the supply of any mineral or energy commodity, with one notable exception. But before I make my case, let’s cover some historic background.