Ringer,

You highlighted:

"The former head of mining company Xstrata has backed a new industrial commodity-focused hedge fund.

Mick Davis, who left Xstrata in 2013 after more than a decade at the firm, was one of the early investors in Commodity Asset Management, the $10 million fund started by former AQR Capital Management trader Nathaniel Polachek and Jonathan Tulkoff, a physical commodity trader, according to a person familiar with the matter.

The New York-based firm started in January and focuses on industrial commodities, such as frac sand, tin and silicone"

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Rings, I believe this article has a spelling mistake. My belief is the intention was to print the word SILICON not SILICONE... I believe the "e" is an error.

All folks named in the article have links to SILICON but not Silicone...

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Ringer, this company... Commodity Asset management was founded in 2016.

What interests me is the interest tht Mick has in this company and this  hedge funds focus on industrial commodities like....silicon

Ferrosilicon is an important additive in the manufacture of steel products. Main markets are the worldwide producers of alloyed, stainless and carbon steel, as well as the producers of manganese alloys.

Ferrosilicon is used to remove oxygen from the steel and as alloying element to improve the final quality of the steel. Silicon increases namely strength and wear resistance, elasticity (spring steels), scale resistance (heat resistant steels), and lowers electrical conductivity and magnetostriction (electrical steels). Special FeSi like low Al, High Purity and low C ferrosilicon are used in the production of special steel qualities for transformers/motors, ball bearings and shock absorbers, tyre cord steel and in stainless steel.

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Xstrata Alloys' Lion Ferrochrome Operation is located near Steelpoort in Mpumalanga, South Africa. It is located close to the chrome ore reserves and adjacent to Xstrata Alloys' former Vantech plant. Lion Ferrochrome is the latest addition to Xstrata's chrome division which utilises Xstrata's Premus technology for the production of low silicon ferrochrome. Premus is the most sophisticated, competitive and technological advanced process available for the production of ferrochrome. The process is able to maximise resource utilisation by utilising low cost reductants and fine ores whilst being the most environmental friendly practice available for the production of ferrochrome. The plant is supplied with ore from Xstrata'’s Helena mine which is situated 22 kilometres from the smelter. Merafe is Xstrata'’s Pooling and Sharing Venture (PSV) partner which holds a 20.5% participation in Xstrata chrome and participated in the Lion expansion. The PSV is jointly managed by Xstrata and Merafe with unrestricted voting rights and economic interests equivalent to shareholding.

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Jonathan Tulkoff is one of the two guys that started this new commodity asset management hedgefund that opened up in January in which Mick Davis is said to be an early investor.

And...

Jonathan Tulkoff served as

" the President of Uniwire International Ltd. since 1995. Mr. Tulkoff has served as president of Uniwire International, Ltd., a steel trading and marketing company, since 1995"

https://www.bloomberg.com/research/stocks/private/person.asp?personId=83022663&privcapId=4516703

The largest supplier in North America for ferrosilicon is Globe Specialty metals

http://www.glbsm.com/Steelmaking-Alloys.aspx

FERROSILICON

The Beverly, Ohio, USA plant of our Globe Metallurgical unit and the Bridgeport, Alabama plant of our Core Metals Group unit produce ferrosilicon. As a producer of ferrosilicon, these operating units have served the needs of the U.S. steel and foundry industries for over a quarter of a century. Whether used for deoxidizing, inoculating, alloying, or as a source of fuel, our quality ferrosilicon products have stood the test of time. We produce both 50% and 75% high-purity ferrosilicon in addition to regular commodity grades. The high-purity products are used in the production of grain-oriented and non-oriented electrical sheet and specialty steels requiring low levels of aluminum, titanium, boron, and other residual elements

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I see some ties between Global Specialty metals and uniwire 

https://www.sec.gov/Archives/edgar/data/1383571/000095012309063554/y78306bxe424b3.htm

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Notice this....for Jonathan Tulkoff and ...uniwire......

http://www.buzzfile.com/business/Uniwire-International-Ltd.-212-688-1565

When you click on the website given...you can see the domain name has just been....registered...

Notice one of the products...stainless steel wire mesh?

http://www.uniwire.com/

Rings, with all the infrastructure that will be happening WORLDWIDE....it would make sense to :

invest in every oriface connected with steel and stainless..