"Looking at copper supply and demand trends, while supply will continue to rise along with global population and urbanisation trends, head grades at the world’s major copper mines are showing a consistent downward trend, while cut-off grades are rising thus desperately squeezing supplies into a crisis situation as the current decade draws to a close. He reckons the world will need as much copper in the next 20 years as in the past 120! An unsustainable situation without the development of huge new deposits like Kamoa."

...

"Friedland says he is hyper-bullish on zinc, again not only for uses in traditional industrial scenarios, but also as a fertiliser additive where the correction of a zinc deficiency in the soil can hugely increase crop yields – particularly in china where this has already been recognised."

Robert Friedland is a legend in his own time. I've watched his evolution in the business world since his days of selling bottled water, when I then thought was a joke.

http://www.mineweb.com/mineweb/content/en/mineweb-base-metals?oid=220276&sn=Detail