Exactly neddo it seems all the emphasis has been solely placed on the supply side of the zinc fundamental equation especially by certain analyst namely Fung & Andy Home with the latter recently falsely reporting of a possible 500,000k short covering dump on the LME. I prefer to listen to the people who eat sleep mine and trade zinc on a daily basis (Glencore MMG). With a further 300M people transitioning into middle class in China alone, why wouldn't you be bullish on zinc.
Zinc Buckled the weaker trend, page-13
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