- Zinc is up 20% in the last 12 months.
- Global zinc inventories and supply deficits might make zinc not just a good investment, but a great investment.
- The problem is that it’s very difficult to find pure zinc plays.
Exactly a year ago, I wrote about how between mine closures with limited mine openings and increasing demand, a supply gap in the zinc market was about to be created (article available here). Since then, zinc prices are up about 20% and were up 46% for a moment in November 2016. More →