Could A Graphite Shortage Derail The $3 Trillion EV Boom?

The $3-trillion EV market needs batteries that are 20-30% graphite–a material the U.S. currently doesn’t produce at all. That makes graphite a matter of national security in the global energy race. Each EV battery requires not only lithium–a metal that investors are...

Ray Dalio recommends ‘reasonable’ 1%–2% Bitcoin allocation

Hedge fund manager Ray Dalio remains bullish on Bitcoin (BTC) in 2022, listing three primary reasons why Bitcoin is “impressive.” In a recent interview with The Investors Podcast, he talked up gold and BTC as an inflation hedge. When prompted by interviewer William...

Schachter’s Eye on Energy for January 5th

Each week Josef Schachter gives you his insights into global events, price forecasts and the fundamentals of the energy sector. Josef offers a twice monthly Black Gold  newsletter covering the general energy market and 30 energy, energy service and pipeline &...
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