Zinc
asset
chemical element with symbol Zn and atomic number 30
Sentiment
Bullish (30d)0
Neutral (30d)0
Bearish (30d)0
Claims
Middle East conflict threatens zinc supply by removing cheap energy for smelters
Zinc smelters are heavily dependent on cheap energy feedstock. Brackett explains the Middle East was 'both a local and global source of cheap energy,' and operators that invested locally 'are seeing consequences' as the conflict disrupts their feedstock.
Middle East
neutral
Zincbullish
Zinc prices are surging as the Iran war cuts Middle East smelter energy
Middle Eastern zinc smelters depend on cheap local natural gas; the war has disrupted that feedstock, pushing zinc prices higher — the same energy-intensity mechanism driving aluminum's rally, though zinc is somewhat less electricity-intensive.
Zinc
bullish
Middle Eastbearish