S32 0.78% $3.80 south32 limited

Thanks Dan,World Zn production is in the order of 12.5mtpa. The...

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    Thanks Dan,

    World Zn production is in the order of 12.5mtpa. The extra demand from renewables of 354,000 - 109,300 = +244,700mt by 2030 will not change the demand/supply equation by very much.

    You have not dissuaded me from my conclusion Zn is NOT a critical mineral.

    S32 is set to make a lot of money on Hermosa. This does not depend on a dazzling nomenclature.

    Best wishes

    Ash
 
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