RE:RE:SwaleHow much concentrate that is available for refining in the world is not what will pull down zinc price in 2019. (concentrate suppy)
The worlds smelting and refining ability to refine that zinc is what will dictate zinc prices in 2019-2020.( Refined zinc supply) and of course world zinc demand.
If the smelter bottleneck thats seems to be taking place actually manifests in reality, (this of course is contingent on China following through with pollution controls etc)
and zinc demand remains decent..
There is a very good reason to be bullish on zinc price.
Ryan Cochrane comments do not seem to take this into account.