If it was to fall over, zinc is a market that's getting tighter by the day, and this would just add to the tightness.
Time appears to be on the miners' side.
We see it as a timely change in the petroleum group to take the company to the next level, with a concerted focus on exploration and development in the Gulf of Mexico.
We could see prices ease from record highs, but it's unlikely we'll see them return to historical averages we're used to.
It's a short-term phenomenon, and it does tighten the market a little, but it happens every year.
The big problem with uranium is that there's a scarcity of supply.