Lundin Mining has around 26% in its revenue from Zinc but its recent slide was almost the same as Zinc metal price collapse. This changing Supply landscape will add fuel to short covering rally in Lundin Mining and Mantle Resources.
Snow hits Chinese lead and zinc smelters hard, boosting prices -industry insiders
"We previously predicted that there would be a surplus in China's zinc market in 2008. However, we will need to revise that forecast after the bad weather subsides, as zinc stockpiling may accelerate among downstream users,"
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