Here’s the IKN364 piece, published May 1st. And here’s how it kicked off:
Zinc:
Demand to outstrip supply in 2016Yes, shameful but it’s true, your
author is going all zinc-pumpy on you after sneering at the “it’s gonna happen
anytime now folks!” perma-pumping of the sellside in zinc for years. This “Get
On Zinc Before It Flies!!!” is a narrative (with obligatory three exclamation
marks) that’s been sold to us for years, but this time it really seems to have
some fundamentals to back up the wishful thinking…” continues here
And here’s a price chart of spot zinc:
