Expectations, page-98

from an article in AFR regarding FMG

"Gaines points out China's steel production climbed by 100 million tonnes in 2018 – the size of Japan's entire steel-making industry – and China's recent announcement of 10 rail projects and four new airports are further proof infrastructure continues apace."

The above would indicate to me that demand for zinc for galvanizing in China is not abating.

Zinc's run in 2017 I think was more speculative than fundamental - I'm hoping that this time the price rise is stronger and longer and is supported by ongoing zinc metal deficits.

Aside from this - I hope they don't get too wet with this weather system that is sitting on them at the moment. Having spent 5 years working there, I know that a couple of hundred mm of rain can throw a spanner into things...