most brokerages moving up ZN forecast price decksGone through a bunch of stuff someone sent me on revisions by firms on Zn forecasts and everyone says its really tight .
One of the firms I use has revised Zn for 2018 from 1.65 to 1.76, 2019 from 1.45 to 1.76, and 2020 from 1.30 to 1.50. Thats a lot of margin given NSU's price sensitivity
Also worth noting is the Chinese spot Zn cont. treat charges are at insane low levels, pretty much historical lows which further demonstrates the tightness in the Zn market.