RE:fresh John Kaiser interview ... on ZincDrop in Chinese output? Sure. But corresponding rise in zinc price happens only if Chinese demand remains at current levels.
Trump inspired US/China trade war fears aside, i can see pollution control slowing Chinese demand.
Because China's environmental problems are probably a lot worse than Kaiser speculates. The factorys fouling the air also pour their untreated chemical waste into the water. The water irrigates the crops--all sorts of chemicals have entered the food chain, both plant (rice) and animal (pork, chicken, fish).
It's a pollution trifecta. Air, water and food. All poisoned to a degree we can't even imagine. With thirty trillion in sovereign debt i can easily see China hitting the brakes on their massive infrastructure build which fuels metals demand to address their environmental problems. They may have no choice.
Not saying this will happen. But it bears watching.