Hi guys and thx for the metals insider post D.My interest was...

Hi guys and thx for the metals insider post D.
My interest was spiked by the section on where to from here. It suggests, I think, that there is hope.

And I note - as does Donum - that Singapore is the only LME warehouse receiving the metal, the delivery timing is sporadic and the amounts are such that 675 tonnes are exciting. That is, the guys in London get the willies over very little. And when they get the willies is unpredictable. So things are volatile.

And for me, a one to two year surplus of 200,000 tonnes just gets the stockpiles back to where people were worrying badly about how zinc could stay in supply. Then 2010 comes around with just everybody noting that in the continuance of current conditions annual deficits will occur.
Bit of a long, think thru post - and I'm calmer for it.
Have a good day
HK