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_alerts&ifp=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 >
