What's to drive Zinc to $2?I'd stake that copper hits $5 before...

What's to drive Zinc to $2?

I'd stake that copper hits $5 before zinc breaks $1.20

Copper is in deficit, hence why I geared towards copper producers.

Zinc will still be in surplus until 2009-10 at least, the Chinese can subsidize the loss making mines longer than the west could imagine them staying open.
Sure the small scale mines will shut but that isn't a large percentage of zinc production anyway.

There are three zinc stocks I don't mind, but 2 of those may not get up with current prices (AIM, TRO)
TZN is the other good play, I wouldn't be surprized if OXR when after that next

There are 2 more zinc plays I really need to look at but current climate doesn't make me want to look at them just yet