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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers
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To: hank2010 who wrote (34125)2/26/2007 12:26:41 PM
From: Mr. Aloha  Read Replies (1) of 78421
 
The big question mark on zinc is Chinese mine supply. All the analysts assume a huge, unknown ramp up in Chinese mine supply, but if that supply isn't as big as they expect, the zinc supply/demand situation will be even tighter. China is both the biggest source of demand and the biggest source of supply for zinc, though their demand significantly exceeds their mine supply, so they import a lot of concentrate.

I think from current prices zinc will far outperform both moly and nickel over the long term percentage-wise as the supply gap becomes more and more evident. I'm invested in all 3, but overweighted toward zinc because of that view. I could be wrong, but my investments should do very well as long as they don't all collapse below historic price levels. Miners of all 3 are pricing in lower prices in the future.
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