Teal Valley T.TV

RE:RE:Zinc on the run - Trevavli will participate

[AndreasBehr]

 Supply could peak in 2025 with an increase in production(s. below) - but the next 18 months should be a very good time for Trevali. Especially since some of the presidents in South America countries dream of very high taxes - suspect that most mining companies there will not invest in the next two years with this kind of uncertainty.

17.6.
Global zinc production to grow
https://www.kitco.com/news/2021-06-17/Global-zinc-production…
...
"According to the Australian Government’s Department of Industry, Science, Energy and Resources (DISER), world zinc mine production in 2020 declined by 5.9% from 2019. Production fell by 3.7% in China compared with a 6.9% decline elsewhere in the world, highlighting China’s strong role in zinc mine production. Production from Bolivia decreased by 3.0%, while Peru increased zinc output by 15% and Australia by 1.1%.

...

High grade production is scheduled to come online from the Dairi project in Indonesia in 2021–22, with 51% of the project purchased by China Nonferrous Metal Industry’s Foreign Engineering and Construction Company. The resource grade of 11.5% zinc makes this project one of the highest grade undeveloped resources in the world.

High grade production on a similar timeframe is also due from the refurbishment of the Kipushi project in the Democratic Republic of Congo. Resource grades average just below 11%, but higher grade sections average over 35% zinc. The
mine is being developed by Ivanhoe Mines."