15th May 2023: Base metal prices have diverged so far year, as fundamental drivers have started to reassert themselves. In particular, tin was supported by concerns about supply shortages, due to problems in Myanmar and copper prices have been resilient, helped by the green energy transition. By contrast, significant weakness was seen in aluminium, lead, […]
May 15, 2023 - Dan Smith
12th December 2022: Tin prices have rallied in recent weeks, as LME speculators have gone from net short to net long. Like other base metals, tin is being boosted by hopes that the Chinese economy will see a strong bounce back, after severe Covid-related lockdowns in November. However, current fundamentals look weak and exchange stocks […]
December 12, 2022 - Dan Smith
The tin price has receded since early March but maintains its underlying bull market uptrend. China’s import demand is likely to absorb stronger ex-China production in Q2. The market remains vulnerable to scarcity pricing behaviour with global visible inventories near historical lows. However, global demand headwinds and recovering supply point to a significant pullback in […]
April 11, 2022
On Wednesday 6th October AMT hosted a free virtual tin market webinar. This was organised as a series of panels where a range of industry experts reflected on an unprecedented year for tin and debated the future prospects for the market. Video recordings of the two expert panel discussions and AMT’s tin market review presentation […]
October 6, 2021
Can the tin market recover? The ex-China tin market remains in the grip of the severest physical shortages in recent memory. Driving tightness is strong pandemic-era demand for electronics and electrical goods, supply disruption across top tin producing regions, and critically low global inventories. Market tightness is likely to persist in H2 2021, even as […]
July 5, 2021
What do these tin shortages mean? News of severe tin production disruption at Malaysia Smelting Corporation (MSC) that could last beyond the end of 2021 has helped reignite the tin price rally and tighten nearby LME spreads. While there is a lack of clarity on the potential impact on output, the news comes as yet […]
May 5, 2021
Will tin bounce back or continue to drop? The LME 3-Month tin price gained up to 35% in early 2021 amid unprecedented global physical supply tightness. Nearby spreads hit extreme backwardations amid low global inventories. However, prices eased sharply in recent days amid aggressive selling; Investors fear an easing of metal shortages in the coming […]
March 2, 2021