Gute Chancen bei Zink

[nicco]

Ich habe leider keine COT-Werte.

ETFS WKN: A0KRKA

 

Vom Chart sieht es gut aus.

 

 

Die Saisonalität ist "normalerweise" erst ab Oktober positiv.

 

 

 

https://www.seasonalcharts.com/future_metalle_zink.html

 

 

 

 

[reko]

Zink über 1,25 $/lb steigt noch stärker als Kupfer - temporär oder nachhaltig?

Kurzfristig wegen eines Unfalls: 2020/11/18 Zinc price soars as Vedanta halts Gamsberg mine after accident, längerfristig wegen der Corona Infrastrukturprogramme (DAXGLOBAL-STEEL-PRICE-EUR-Index, mehr Stahl, mehr Zink)

 

 

[reko]

Nyrstar will wegen des hohen Strompreises die Produktion in den 3 europäischen Schmelzwerken um bis zu 50% reduzieren

2021/10/13 Zinc price touches near 14-year high as Nyrstar slashes output

Zitat

The firm is the world’s second largest zinc producer and one of the biggest zinc smelting companies.

..

According to the International Lead and Zinc Study Group, the global zinc market will be slightly over-supplied this year and next.

Fitch Solutions forecasts an average zinc price of $2,600 per tonne in 2021.

“The global production surplus that emerged in 2020 should persist into the medium term, and the resulting increase of zinc inventories should gradually drag prices lower,” said the research firm in a recent report.

 

Auch bei Silizium und anderen Industriemetallen

2021/10/15 Power crunch hits Europe's silicon and zinc supplies for renewables

2021/10/15 Industrial metals blast off as energy crisis drags down supply

[reko]

2022/01/31 Column: Zinc squeeze worsens as a second European smelter closes

.. Premiums for physical zinc are at record highs

.. Nyrstar is placing its Auby smelter in France on care and maintenance, citing "historically high" European electricity prices

.. Glencore has already closed its Portovesme zinc plant for the same reason.

.. The extra metal will have to come from Asia, which in stark contrast to the West seems to have plenty of spare zinc.

.. stocks redistribution can be a slow process against a backdrop of continued port disruption and high freight rates