The Zinc Players, page-48

Yet another "analysis" that fails to address the main issue that traders really need to get a handle on.

"Apart from global supplies, you also want to consider supply outlook in countries that supply the most zinc. Here you want to check for supply outlook in Iran, Australia, Canada and US since they produce more zinc than other countries."

No mention of China, yet it produces around 35%-40% of the worlds zinc and historically has the greatest ability to quickly < supply in response to < price. Any analysis that skips over this fact or fails to mention the degree commodity speculation plays in warehouse levels is really dumbing down the issue.