The Metals Report: Graphite is a commodity that investors have a tough time pricing. Where do you go to get graphite price information? Or does the price even matter?
David Skarica: With graphite, you have to look at the big picture story. There is no exchange-based market. There is no graphite traded on London Metals Exchange. Instead, you have to understand the long-term, underlying fundamentals and the supply/demand picture. The demand picture is this: A lot of high-tech products use graphite—especially rechargeable batteries for cars and electronics. In addition, carbon … [visit site to read more]