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Gold/Mining/Energy : The Great Gold and Silver Mining Rush of the 21st Century -- Ignore unavailable to you. Want to Upgrade?

To: The Barracuda™ who wrote (9315)	10/21/2025 5:06:51 PM
From: nicewatch	Read Replies (1) \| Respond to of 9402

Thanks. Meant LME and not LBMA earlier. Will have to look more into this. Zinc is a weird metal compared to most other base and its bigger cycles are harder to time, imo. If this were to develop into some serious and catastrophic event then the LME might be forced to humiliate itself again as it did with the Nickel market almost 20 years ago. It would make for interesting headlines but doubt it moves the needle much on any global scale imbalances. fwiw.

To: The Barracuda™ who wrote (9315)	10/22/2025 5:34:42 PM
From: LoneClone	1 Recommendation Recommended By Valuepro Respond to of 9402

I have recently read several detailed reports from the sell-side brokerages concerning changes in their metals price deck. The only metal that didn't get it prices increased over the next number of years was zinc. This is another logistical issue, not an actual shortage of zinc, and will have no long term effect, as zinc is projected to be in surplus for years to come unless someone figures out a new way to use it. Both reports projected that copper is the most likely to suffer shortages, something that Saville agrees with. I made a lot of money on zinc stocks and warrants during the last time there was a real zinc shortage, in 2011 if I remember right, but now is not the time to play zinc except in the short term. Even then, haven't seen any response to this paper 'shortage' from the zinc miners, so best to stick to zinc ingots or futures. LC