“Commodities are the flavor of the month. Gold, silver, zinc or copper, it doesn't really matter what it is, as long as it's a commodity.”
“Gold, copper and zinc have been moving strongly, but currencies have been more difficult for people. The largest (managed futures funds) focus on currencies, and that's been more difficult.”
“In the mining sector, we do see consolidation going ahead. Some of the zinc producers, given the supply and dynamics may look attractive.”
“Zinc is catching it -- it was the laggard in the metals.”
“Supply isn't going up as much as demand so the prices of metal, especially that of copper and zinc, are going up.”
“Mine supply in zinc remains very constrained. Zinc is the one metal that deserves a re-rating based on physical demand and supply characteristics alone.”
“The zinc market is going to become as tight as copper. Every speculator is buying zinc now.”
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