Zinc Supply and Pricing, page-12

Give or take there is 1Mt pa of idle production between Glencore, Nostar and the Chinese. Unknown above ground metal that is not reported and has without doubt suppressed prices and sentiment for years. The only conclusion I would make is the controlled action of Glencore, Chinese, Teck and key metal traders are supporting the prices and supply side to their own benefit which is what we are seeing in the smelter charges and metal premiums. (Even then it's taken years to reach these prices! Hardly bullish) But for how long when prices gain further traction?

China still dominates the mine supply and these reports quoted are just throwing darts at predicted future reaction of mines to higher prices imo. On top of that nobody wants to talk about kipushi.

I'm positive on zinc short term and good money will be made from RVR and some other dogs that won't mine anything. I just don't buy into hyper bullish reports that there is any change in the status quo for the zinc market.