The Alchemist_Issue 33: Graphite – Coming to the Party or a Massive Flake?

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The Alchemist, Issue 33: Graphite has been threatening to take off since 2014, when Tesla Motors announced plans to build a lithium-ion (Li-ion) battery gigafactory (despite their name, Li-ion batteries require significantly more graphite than lithium to produce). Since the announcement, graphite prices have fallen, with demand not increasing to the high levels that were forecast, and a number of…

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The Alchemist_Issue 32: The Australian Dollar – Overpriced?

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The Alchemist, Issue 32: Brief – Currency Update Introduction The Australian dollar is near its two-year high at US$0.797/A$ Recent strength in the Aussie dollar’s value has widely been attributed to Australian macroeconomic and global factors: The Australian unemployment figure of 5.6% in June is near its lowest point in 3.5 years The Prime Minister, among others, has suggested that…

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The Alchemist_Issue 30: Uranium – Is This a Turnaround or Has the Moment Gone?

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The Alchemist, Issue 30: In January 2017 we finally saw a significant pick-up in spot market uranium prices. This commodity has been on a downward trend since a 2007 peak of US$136.22/lb; the current price sits at US$25.50/lb, a fall of 81%. Increasing supply, the devastating Japanese tsunami of March 2011 and advances in alternative energy supply continue to plague…

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