Lead doing well with declining LME warehouse inventories and limited mines coming online in the near future.
Silver also holding up.
Interesting with China maintaining such a substantial position in both the Supply and Demand for Lead (circa 50% for each).
Refer to the last couple slides of each presentation for further detail.
Also, G1A with 60% offtake agreement for their concentrates on a 10-year term from production. Interesting to see what their 'premium' will end up being!
Non the less, it's a very healthy outcome for the industry, further highlighting and underpinning the Demand for Lead concentrates with high calibre metrics sustaining the deal.
- Only 40% of their concentrate left after A SINGLE firm seized the opportunity...
Their concentrate grade being 75% with ours floating between 60-65% whilst using the previous (historic) metallurgical techniques (large room for improvement). SAR concentrate grade is 50% or so too.
Ongoing Discussion, page-31
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