Topics covered: Zinc Supply Deficit, Mining Safety and Environmental Concerns, Global Iron Ore Production, Emerging Market Infrastructure Construction, Demand Growth in Zinc, Copper Demand in China, Chinese Demand for Industrial Metals, Accelerated Grid Spending in China
Companies covered: Endeavour Silver Corporation (NYSE:EXK), Paramount Gold and Silver Corp. (AMEX:PZG), Stillwater Mining Company (NYSE:SWC), United States Antimony Corporation (NYSEAMERICAN:UAMY), Horsehead Holding Corp. (NASDAQ:ZINC), United States Steel Corporation (NYSE:X), Teck Resources Ltd. (NYSE:TECK), Steel Dynamics, Inc. (NASDAQ:STLD), POSCO (NYSE:PKX), Nucor Corporation (NYSE:NUE), ArcelorMittal (NYSE:MT), Freeport-McMoran, Inc. (NYSE:FCX), Cliffs Natural Resources Inc. (NYSE:CLF), NovaCopper Inc. (AMEX:NCQ), Goldcorp Inc. (NYSE:GG), Augusta Resource Corp., Yamana Gold Inc. (NYSE:AUY), BHP Billiton Limited (NYSE:BHP), Silver Bull Resources, Inc. (AMEX:SVBL), Solitario Zinc Corp. (NYSEAMERICAN:XPL), Taseko Mines Limited (NYSEAMERICAN:TGB), Nevsun Resources Ltd. (NYSEAMERICAN:NSU), RTI International Metals, Inc. (NYSE:RTI), Natural Resource Partners LP (NYSE:NRP), Ur Energy Inc (AMEX:URG)