RE:Really informative article That is kind of a zinc hit piece article. It basically says that because the price of zinc has been up for the last couple of weeks, there is all of the sudden going to be a big surplus of zinc. What about all the time that zinc spend under $1? Did that create a sudden shortage?
The fact is that planning and building mines is a long, slow process. Quick moves in the price of zinc do not affect supply much at all. Given the cost of building mines and the grades that new mines are finding, the "natural" price of zinc is probably around $1.20. Trevali will make a decent profit at that price.