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  1. tobyjack

    9,236 Posts.

    Graphite Supply and Demand Fundamentals
    Monday February 2, 2015, 4:11pm PST
    In an extensive post on Seeking Alpha, Ben Kramer-Miller discusses the supply and demand fundamentals of the graphite market, outlining a number of points. Those include:
    • The graphite market is grossly misunderstood and misrepresented.
    • There are certainly reasons to be bullish on the sector generally, but there are also bearish factors that the cheerleaders in the space omit.
    • Generally, there is no compelling reason to invest in the graphite space as a whole.
    • Properly selected graphite investments will generate substantial returns even if the bearish factors play a significant factor.
    Click here to read Kramer-Miller’s full post on Seeking Alpha.
    Tags: graphite demand


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