An understanding of which projects are likely to come on stream is crucial to any analysis of zinc’s longer-term prospects.
This is especially true today given the scale of exhaustions and depletions that will impact mine supply in the next five-six years. These will push the zinc metal market into mounting deficit in the next few years. Any mine in operation then will benefit from a significant appreciation in zinc’s price.
While this is well known, the owners of unexploited orebodies are struggling to get more than a trickle of new mines into construction. Progress elsewhere has stalled to such an extent that only seven additional increases have started development the last 15 months.
- What is wrong with the others?
- What is holding them back?
- Which are best placed to fill zinc’s looming supply gap?
CRU has just completed a thorough review of all the furthest advanced, but still uncommitted, greenfield mine projects. Our exclusive Zinc Greenfield Mine Project Analysis service compares the development of each potential mine with its peers, with now-committed increases and with existing producers, and the analysis uses clearly-defined assumptions to examine which operations have the greatest chance of moving ahead.
Why CRU for Zinc?
- A truly established and independent understanding of the entire zinc industry, based on over 40 years of experience covering the market
- A team of industry experts and consultants covering the zinc market
- Dedicated offices in London, South America and Beijing providing a truly global perspective for the industry and all impacting factors
- Our research is enhanced by our coverage of all LME traded metals – Whereas other companies look at the zinc industry in isolation