Looks like our base metal stocks are a good place to be. I have been in Kodiak, AK for the past 2 weeks and it's like stepping in a black hole. There were 800 and some posts for me to read just on this board!
I think we are about to see fireworks in zinc. The market is just waking up to the fact that supply will not meet demand and the LME inventory is headed for zero. The situation will be made worse when hoarding starts.
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