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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers
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To: E. Charters who wrote (11292)5/15/2006 2:08:04 PM
From: TrueScouse  Read Replies (1) of 78416
 
EC:

The main thing that's driven the zinc shortage is that China has gone from being a major exporter to a major importer of the metal during the last 2 years. Therefore, at the margin, the supply side of the equation has changed dramatically. And on the demand side, as we know, consumption has increased throughout the world during that period -- not just in China/India. Simple supply-demand stuff really, but reaching a critical point with the stocks so low and no increase in mine production in sight. JMHO.

Regards,
Howy
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