materials

DuPont consolidates

Sneha Banerjee, Reuters
November 2, 2015
Chemicals and seed maker DuPont said it would consolidate some businesses within two units.

2014 graphite outlook: Price rebound, supply shift and new end uses

Brian Sylvester
January 15, 2014
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.

Have flake graphite prices bottomed?

Brian Sylvester
July 25, 2013
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.

Flake graphite prices have bottomed: Simon Moores

Brian Sylvester
June 12, 2013
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.

A case for owning commodities when no one else is

Frank Holmes
May 3, 2013
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.

A case for owning commodities when no one else is

Frank Holmes
May 3, 2013
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.