I think that Zinc supply requirement being double what it is now is conservative.
Infrastructure has to explode to accommodate 2bn extra people on the planet, not to mention general dilapidation of a lot of major nation states. The US at $6bn, conservatively, being the biggest.
The green revolution has been all about lithium and rare earths but it will be bulk zinc in millions of heavy industrial/domestic feed batteries worldwide. Generally because it has static benefits and is abundant in comparison with many other metals.
IMO IBG is on the cusp of being one of the major entries into that massive US market for both reasons, infra and the green revolution.
Let’s see what the end of this month brings in announcements. June is only 5 months away almost and time is of the essence here.
Hence my prediction of an announcement next week.
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