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Ambil Kembali
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Educated in Computer Sciences & Business, apt to academic styles. Interested in ornithology and black swans, and complexity. Utilitarian. Pseudonym A.K. is entirely for privacy, not meant to confuse people in Indonesia!
  • Costs Of Minerals - Gloom 0 comments
    Mar 28, 2013 3:17 PM | about stocks: SLV, LD, VALE, RIO, HCLP, NRP, X

    Costs of Minerals, Gloom

    Looking at a 2 year chart, Silver vs Lead (ETFs) SLV, LD, Basic Materials / Industrial Goods

    In a recent SA article I read that stuff has costs of mining. So silver was examined, there ought to be - also - costs for lead. (And Gold, etc.)

    At what point, humanity, does the cost in energy defeat all efforts at mining? Some kind of "OK, now we have to recycle everything" point could well be reached. (Or else energy gets downright explosively strong, with corresponding devastation risks. Risks that also, incidentally, mix up metals together and possibly irradiate them.)


    Deep ocean mining has a water problem, i.e. too much water so far in the way of equipment. Spills of arsenic and sulfur near fishing zones? Also gloomy. Anyway, plenty of stock ideas in Basic Metals, and/or Industrial Devices that re-forge or reclaim "stuff". Hi-Crush Partners, Natural Resource Partners, which are things I've never heard of. And some almost everybody has, Rio Tinto, Teck Resources, Vale & Freeport.

    Disclosure: I am long SLV, VALE.

    Stocks: SLV, LD, VALE, RIO, HCLP, NRP, X
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