G'day Dhuy,
brilliant chart on future production and demand characteristics of zinc.
Tells a clear and simple story extremely well.
Where did you source this from?
And, do you know if a similar chart exists for silver? That would be even more striking if what I am reading is correct.
If a lot of silver comes as a by-product from mines set up to produce zince and total zinc production is going to fall away, as suggested for zinc mines in the chart you supply, then it stands to reason there will be a significant squeeze on the supply side of silver from this factor alone. Then if others are correct in their predictions, this will be exacerbated by the increased demand due to increased investor interest in holding the commodity, and other new emerging uses, (get it now).
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