Considering that Model S is expected to use lots of Aluminum, I thought this was of some interest:
Lackluster Aluminum Is Gaining Momentum - Seeking Alpha
Lackluster Aluminum Is Gaining Momentum - Seeking Alpha
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Aluminum production is a very energy-intensive process. So much so that some traders joke that it’s nothing more than “congealed electricity.”
Indeed, electricity does account for about 40% of aluminum production costs. And that fact has led to a very significant change to the market.
The Chinese government’s push to reduce power consumption has curbed production of the metal. It even cut off power to aluminum smelters altogether late last year...