I suspect the biggest impact will be on such uneconomical (and highly polluting) energy sources such as the Oil Sands in Canada. Buying long term put options on those seems like a smart play (with appropriate inflation hedges).
On Thu, Aug 8, 2013 at 7:10 AM, David Roberson <[email protected]> wrote: > Rossi claims that the total usage of nickel by LENR devices will be small > compared to the current demand. Couple this extra small demand with a long > delay before large production and you observe what is happening in the > market. LENR should have a minor effect unless psychology boosts > expectations. > > Dave > > > -----Original Message----- > From: blaze spinnaker <[email protected]> > To: vortex-l <[email protected]> > Sent: Thu, Aug 8, 2013 8:18 am > Subject: Re: [Vo]:Re-adjusting odds on Rossi/Defkalion being real lower, > now ~27% > > "What part of the analysis am I getting wrong?" > > The problem with futures is storage fees tend to overwhelm price > movements. Plus the nickel promised by those futures might not even be the > type of nickel you can use for LENR. > > If you were going to use the market, I'd look more at nickel miners who > be well situated to pull out and refine the type of nickel needed for these > devices. > > Of course, another possibility may be that LENR isn't real so the market > is ignoring it. > > >
