From an Australian point of view and seeing we have the world's largest
Nickel deposits, I suspect that as demand increases there are a few
Nickel mines and refineries that will spring back into life. I expect
the E-Cats that are rolling off the assembly line in 2 years will use
less Ni per GWh produced. Probably not a big increase in the price of Ni
but blood all over the fossil fuel futures market trading floor. Maybe a
good time to go long on Nickel and short on fossil fuels.
AG
On 11/28/2011 2:59 PM, Mark Iverson-ZeroPoint wrote:
World demand for nickel peaked in 2006 at 1.4 million tonnes; it is now down to
about 1M tonnes. 300K tons is not going to be that hard to supply... and the
transition from petroleum-based energy to CF/LENR (if it happens, and is not
delayed for decades by legal battles) will ramp up over several years, so there
shouldn't be any problem with supplying the basic fuel (Ni and H).
Of course, the price of Ni is going to see a pretty drastic increase, so
Rossi's estimates of costs are probably not realistic except for the very short
term.
-mark
-----Original Message-----
From: Aussie Guy E-Cat [mailto:aussieguy.e...@gmail.com]
Sent: Sunday, November 27, 2011 5:35 PM
300 kTon of Ni fuel to replace all usage of fossil fuels for energy.
AG
