“This is no doubt a bullish factor. Copper, lead and zinc are the three metals that are suffering supply disruption from strike action.”
“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.”
“Zinc is a base metal. And it is an internationally traded commodity and its supply source is not limited to small areas. This falls outside the definition of metals for stockpiles.”
“In the mining sector, we do see consolidation going ahead. Some of the zinc producers, given the supply and dynamics may look attractive.”
“These are new ones, because the original ladies were made out of zinc and no one works in zinc anymore. These should last 50 years plus.”
“Zinc is a lot stronger in terms of supply characteristics than the other metals.”
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