might be worth keeping an eye on this one, page-2

KB,

The issue that OZL faces might be long term Zinc supply contracts with customers in Asia.

You just can't turn these on and off at yr whim, because prices are low. This is where OZL management has stuffed it badly for if they hedged 1/4-1/2 08 & 09 prodn at $1.00-$1.50 approx they could have sailed thou this crisis for next two years.

I could see OZL cutting prodn at century maybe taking 200Kt out.

Time will tell.

Cheers
Muzza