Zinc - Would shipments from Red Dog have anything to do with the recent LME inventory gains? I read somewhere that the majority of Red Dog shipments occur in the July-Sept timeframe (since operations slow down considerably in Alaska in the winter). Since Red Dog provides 10% of the worldwide zinc inventory, I was thinking that the LME gains could be related? If so, it could be a temporary build...
I still hold TAM as well (since my cost is still fairly low), but no longer hold any other zinc plays.
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