Zinc fundamentals remain robust and will only become even more compelling in the very near future. refer p8. Western and Chinese production won't be able to fill the supply & demand gap into the future.Within the big picture we really don't have much longer to wait !
http://www.glencore.com/assets/medi...re/2014/GLEN-Investor-Day-2014-Zinc-final.pdf
LME top up, page-2
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