I'm not at all concerned re; Chinese refined and or mine production to make a significant impact on the impending deficit in the concentrate market for the following reasons
A) China has to manage a growing environmental problem which authorities have already commenced shuttering so called backyard illegal mines and are setting western environmental standards for new mines.
B) China reached peak zinc production and in fact plateaued during previous zinc bull run 2007.
C) Chinese average head grades have dropped significantly with no new major deposits left to develop hence why MMG (minmetals) acquired Century mine and is now searching the world over for a suitable replacement without any luck thus far I might add.
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