Interesting watch, seems very bullish on prices, speaks to Zinc a few times as part of general chats on Global Metals demand especially talking keys to the energy transition beyond Lithium (Copper and Zinc)....he talks long lead times for new supply both concentrates and processing. Talks about the need to be efficient in bringing stuff online.
Seems IBG is well placed.
https://www.bloomberg.com/news/videos/2023-03-07/trafigura-group-ceo-on-china-carbon-oil-nickel-fraud-video
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Interesting watch, seems very bullish on prices, speaks to Zinc...
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Price($) | Vol. | No. |
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