Webinar | Is coronavirus accelerating the zinc supply side correction?

June 03, 2020 / www.woodmac.com / Article Link

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Rising stocks of concentrate, high treatment charges and difficulties in selling less desirable qualities of concentrate was expected to result in mine production losses over the next few years. But coronavirus has changed this dynamic, both directly through measures to curb the spread of the virus and also the large fall in base metal prices which has impacted miner’s profits. Understanding the effect of the virus to date and the scope for further reductions to planned mine output is critical to zinc’s near-term supply outlook.

Please join us for a 45-minute webinar where we will discuss:

  • Does the world need more mined zinc?
  • Planned additional mine production from the ramp-up of projects, new mines and expansions at operating mines
  • Impact of coronavirus on mine supply and the concentrate market
  • The likely drivers of further mine production cuts
  • Clues from mine and smelter profit margin curves
  • Will concentrate quality be a factor?
  • Outlook for the concentrate market/TCs and the zinc price

Presenters

  • Jonathan Leng, Principal Analyst Zinc Markets
  • Andrew Thomas, Head of Zinc and Lead

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