Explaining FGR's and vein graphite's competitive advantages, page-53

That's not really what Occam's razor logically entails. The principle is "Entities should not be multiplied unnecessarily", to wit; In competing hypothesis, the one with the fewest assumptions should be selected. Simplest explanation is not necessarily the one with the fewest assumptions, unless you want to argue semantics of 'simplest'. What are the assumptions behind "need to buy ore because won't be mining till next year"? To what purpose do they need the ore and moreover why now? given delay in mining is almost a year what's a few more months? It's like you answer these questions with your own statements but just fail to make the inference staring you in the face.