Tin rallies, major investment needed

Tin prices have rallied again in recent days, in sync with other base metals. More positive macro sentiment around China seems to be the driver, supported by a weakening dollar, with some questions around a disconnect with fundamentals.

There is some supply tightness for tin but also a mixed but generally weak demand picture coming into the year end. As the awareness of tin’s importance grows, so too will the need to secure supply. The experts highlighted the scale of new investment required to meet the expected surge in demand. They estimate that $1.4 billion is needed to deliver 50,000 tpa more tin by 2030. This represents a huge opportunity for investors, allowing the tin sector to build a better future for all.
Tin as solder remains the connector of all electronics and is a seminal piece of the green transition. Electric vehicles,  solar panels, automation – these are just some of the technologies that rely on tin. However, on the supply side, projects are struggling to gain traction. Tin prices have so far failed to live up to the demand hype, resulting in a lack of investment.