The risks to his recommendation and target price include weaker-than-expected new construction markets in the U.S. and China, higher-than-expected costs for raw materials and energy, and higher spending on new-product rollouts.

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The power in Iceland to do this is so cheap that it is economical for companies like Alcoa and Alcan to ship the raw materials all the way to Iceland and then ship the final product out it to its customers.

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Acquiring raw materials or finished product outside of the FDA approved and highly regulated logistics chain is difficult, or is impossible.

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As an integrated steel manufacturer, U.S. Steel (26.8 million tons annual capacity) is well positioned for higher demand, with a rich product mix, favorable raw materials costs and profitable plants in Europe.

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The manufacture of cash requires the transportation and use of raw materials in manufacturing processes, with the final product transported to financial institutions.

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