Excellon Resources Inc.: Excellon Produces First Concentrate at Mallay
The Mallay mine has begun producing concentrate, adding new silver/lead-zinc output to supply.
Source →The trace
How it reaches your house.
Starting from Minsur S.A., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Nexa Resources →supply upZinc metal (galvanizing grade)
Mallay's new lead-zinc concentrate should modestly ease zinc metal availability for Nexa, but the effect is limited by the input's small 3.5% share, moderate substitutability, and ~5-month replacement lead time.
46% confidenceHop 2
Zinc metal (galvanizing grade) →supply upZinc metal is a critical input here, so added zinc supply should ease input constraints and make irrigation equipment more available.
84% confidenceZinc metal (galvanizing grade) →Prices easeKorea Zinc010130
As an incumbent zinc supplier with an 8% share, extra zinc output from Mallay adds competitive pressure and can push realized zinc prices lower.
73% confidenceHop 3
Irrigation equipment →supply upZinc metal (galvanizing grade)
Mallay's new zinc-bearing concentrate increases zinc availability, easing a critical input for irrigation equipment.
86% confidenceKorea Zinc →supply upZinc metal (galvanizing grade)
Mallay's first lead-zinc concentrate output should modestly increase zinc feed availability, easing Korea Zinc's zinc metal input supply.
58% confidenceHop 4
Zinc metal (galvanizing grade) →supply upMore galvanizing-grade zinc raises input availability for a critical downstream manufacturing use, so irrigation equipment production can become easier to supply.
86% confidenceZinc metal (galvanizing grade) →supply upHigher zinc availability modestly improves supply for hardware and fasteners that use galvanized zinc, though the dependency is less critical than for irrigation equipment.
78% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Irrigation equipment · Hardware & fasteners
In the MyPRIA app, this is checked against your own holdings.