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winstontj

Next big pick for all you Market watchers....

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Boeing's new B7E7 "Dreamliner" plane, to be released in 2008 was to be made almost completely out of carbon fiber. Several of Boeing's initial plane contracts have just been cancelled.... That means that the price of CF, which has almost quadrupled (4X) over the last 18 months, will soon take a dive, as the secondary and tertiary markets will be flooded with surplus CF. A reliable source has confirmed that his CF prices will soon be negotiated down and that the market is being watched closely.... (This isn't a quote and should not be considered "from any reliable source" other than what I think... and by the way I'm not Kramer and I don't have a show called Mad Money. I don't want to be responsible for losing your retirement if I'm wrong)

Also this means that my long rant of CF nothingness from a few days ago may have just gone out the window. If the price comes down CF will clearly be the choice material for 2002 parts in the near future.

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Guest Anonymous

Mmmmmm. I want some carbon fiber 2002 parts. Who wants to make a pair of seats?

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if you're making them, i'll take a full set of Hood, Trunk, and sunroof please!

Lesee.... that'll be.... 6, 7 thousand dollars?

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Actually, just under 50% of the primary structure of the 787 is composite. I work in the Aviation Press industry and talk to Boeing several times a month and I haven't heard anything about it. Who cancelled? There are over 400 solid orders in the book, so unless it was a major airline that cancelled, I doubt that it will affect carbon fiber prices.

The only "all composite" aircraft that I'm aware of is the Adam A-700 that I flew a few weeks ago. It was a pre-production test mule, but even the seats were carbon fiber in that one.

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Again... Umm.... this is completely unreliable - only I know that carbon pre-preg has a shelf life and I heard through the grapevine that the distributors and manufacturers are pushing it out there for cheap because they will soon have a surplus... will find out soon but I have no idea about who exactly may or may not have cancelled... All I know is that it's an excellent opportunity for the right person to buy/write some puts... or short some stock!

Other than that the price of carbon isn't really volitile enough to make tons of money - only the stuff that goes into it.... and the stuff that comes out of the autoclaves.... We'll know for sure next options-X

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Guest Anonymous

I wanna build AC and console parts - much prettier than plastic or fiberglass.

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Go at it!!!

I've got a heaterbox apart and that's right up there on the list with my early (long sides) bumper molds.... CF heaterbox will certanly add 30-50HP at the wheels and totally look cool under the dash & behind the console! (it just won't crack like they all do)

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Guest Anonymous

Not quite what I want to do - I want to do a squirrel cage fan on top, and an ac section in the middle to fit in with and augment the regular heater box

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