Jones,
This sounds risky.
What industries will benefit most if energy prices plummet?
-- for whatever reason.
The shipping companies seem like a good bet, but they have already shot
up in the stock markets.
What about transportation, battery, electric motor, rare earth metals, etc.?
-- LP
Jones Beene wrote:
North American Palladium is one of two palladium producers in North
America,
and its stock has dropped below $1 share. It is currently unprofitable,
but
moving in the right direction - having sold its gold mines at top dollar
before gold tanked.
This article has a lot of good info on palladium mining and prices.
http://seekingalpha.com/article/1925841-north-american-palladium-likely-a-mu
lti-bagger?source=email_authors_alertsifp=0
The average ore has only 4.5 grams per ton of rock. No wonder the average
price is expected to be $710/oz in 2014 but it could go over $900 by some
estimates.
In actual testing of hydrogen loading - Ahern found that an alloy of 5% Pd
in 95%nickel loads considerably more hydrogen than pure palladium (greater
than 1:1). However, with hydrogen (as opposed to deuterium) there was NOT
a
good correlation between loading and excess heat.
With deuterium and palladium there is apparently an excellent correlation
between D loading and excess heat.
Once again, this is a strong clue that leads to the inescapable conclusion
that there are several gainful reactions going-on in hydrogen loaded
metals,
and the gainful reactions of hydrogen are very different from that of
deuterium.
Jones
