The billionaire recently lambasted iPhone producer, Apple Inc., for sending parts of its supply chain overseas. "I actually think we can say now, and I really believe this, we're gonna get things coming (...) we're gonna get Apple to start building their damn computers and things in this country, instead of in other countries," he was quoted as bellowing at a rally earlier this year.
Waiting in the wings is Canada. As the larger of the US' two direct neighbours in terms of land mass and with a well-developed mining industry and progressive exploration sector, Canada is in an advantageous position when it comes to supplying the US with freshly dug minerals and metals. Apart from mining these in its own soil, a significant proportion of the projects underway within US borders are being operated by Canadian companies, most of which are listed on the Toronto Venture Exchange (TSX-V).
Meanwhile, graphite, the Cinderella of the lithium-ion (Li-ion) battery industry, looks likely to have another rough year this year, as demand from its traditional market - refractories for the steel industry - shrinks faster than consumption by green energy applications expands. Shruti Salwan, IM Analyst, outlines these headwinds but argues that demand for the battery raw material, spherical graphite, will spearhead the recovery in demand in 2016, if not prices ( p19 ).
© 2001-2024 Fundación Dialnet · Todos los derechos reservados