And lest I give the impression I'm not very excited about the Zn supply crunch coming, let me point out another difference between now and 2006. In 2006, the whole commodities complex was running together into bubble territory. This time Zn is running alone. That gives this move the potential for more longevity as the economic imbalances caused by high prices don't have the same impact on the rest of the economy.
Cheers,
Tim.
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And lest I give the impression I'm not very excited about the Zn...
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