We have a treat for the tin barons – a two-in-one special all on tin!
Mark Thompson and Hadley Natus joined us in to separate conversation to give the lay of the land on the tin bull thesis, how demand and supply and playing into current price movements, why there’s a distinct difference between metal and concentrate pricing, how Indonesia and Myanmar impact the market and heaps more.
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(0:00:00)Introduction
(0:01:13)How the tin market got to today
(0:19:29)Myanmar + Indonesia's impact
(0:29:21)Supply fragility
(0:44:24)Hadley Natus on Money of Mine
(0:47:54)The supply-demand balance
(0:50:21)Understanding concentrate vs metal market
(0:53:47)The role of refining capacity
(0:59:07)Thoughts on the Indonesia scandal
(1:05:30)Tin vs copper
(1:12:23)Is there a Physical Tin Trust? Should there be?
(1:16:33)Will there be a new Myanmar?
(1:18:08)Is Congolese supply at risk
Money of Mine