The world's 3rd most in-demand metal is attracting big names and seed funds from the smartest people in the industry.
Zinc is needed in China the most, which consumes close to 50% of global supply annually.
Megacities, roads, bridges, cars, and other metal coated products depend on zinc to prevent rust. There's no alternative.
High-grade zinc mines are near, and Keith is a major shareholder in one such company, which just recently acquired a world-class deposit.
This is a classic case of supply and demand: while demand is increasing, supply is getting ever tighter. As a result, Goldman Sachs sees zinc as their top commodity to watch.