Global zinc supply is expected to fall short by 88,000 tonnes in 2026 amid declining mine production, while tin demand is projected to outpace supply growth through 2035. This has renewed exploration in historic polymetallic mining districts in the US, where companies like GoldHaven Resources have reported promising drill results showing significant lead, zinc, and tin mineralization. These developments are critical as zinc, tin, and lead are on the US government's 2025 Critical Minerals List, highlighting the strategic importance of domestic sources. Ongoing drilling and assay results will further clarify the potential of these historic sites to help reduce US reliance on imports.
Zinc and tin supply pressures are the focus, with Pluang market data as of Oct 23, 2026 19:11 WIB showing breadth of 150 priced US stocks where 38 rose and 109 fell. Notable movers include Nike Inc (NKE) at USD 37.65 with a 1-day change of -1.75% and Pluang order activity of 91% Sell / 9% Buy, Roblox Corp (RBLX) at USD 53.02 with a 1-day change of -1.71% and order activity 34% Sell / 66% Buy, and Carnival Corp (CCL) at USD 26.62 with a 1-day change of -1.70% and order activity 37% Sell / 63% Buy. The most notable figure is Nike's 91% sell order activity on Pluang.
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