materials

Chemicals and seed maker DuPont said it would consolidate some businesses within two units.
China's recent halting of flake graphite production in Pingdu, Shandong, made headlines, and has many investors wondering how supply may shift. Simon Moores sees an interesting dynamic unfolding in the graphite space over the next five years.
After a spike in flake graphite in 2011, have prices finally reached bottom? Ron Struthers believes so. In this interview, Struthers talks about how market psychology and fundamentals may play out in the graphite and rare earths spaces as new mines inch toward production.
Growth potential among end-users and underinvestment on the supply side makes graphite an obvious go-long play, according to Simon Moores, manager of Industrial Minerals Data.
Sometimes following where money is being invested is a solid course of action to gain alpha; other times, a better opportunity lies in going the opposite direction, i.e., thinking contrarian.
Sometimes following where money is being invested is a solid course of action to gain alpha; other times, a better opportunity lies in going the opposite direction, i.e., thinking contrarian.