Graphite Supply and Demand Fundamentals

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.