d,
interesting and it is difficult to see China thru the shadows. But if they are indeed in net surplus and we suppose a US downturn in demand of either or both consumer goods from China or of imports of zinc then ...
we can expect the price of zinc to fall somewhat, yes?
So on this basis, and here my thinking is going against the tide, China is not sustaining the price of zinc. Or am I not seeing something?
HK
chinas zinc oversupply 200k tonnesq, page-8
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