Money of Mine
What tin price satisfies demand? (Mark Thompson + Hadley Natus)
May 6, 2024
Mark Thompson, a tin market expert, joins Hadley Natus, a pricing insights specialist, to unpack the complexities of the tin market. They discuss the tin bull thesis, exploring historical price movements and current supply challenges from major producers like Indonesia and Myanmar. The conversation highlights the role of geopolitical risks, smelter shortages, and the critical importance of tin in modern technology. Together, they analyze how these factors shape pricing dynamics and future demand in the volatile tin landscape.
01:22:59
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Quick takeaways
- The historical context of tin prices reveals that market dynamics are influenced by geopolitical factors and scarcity of new mining projects.
- Geopolitical instability in regions like Myanmar and Indonesia plays a significant role in restricting tin supplies and affecting global pricing.
Deep dives
The Historical Context of Tin Prices
The historical context surrounding tin prices is vital to understanding current market dynamics. Mark Thompson explains that great bull markets in commodities like tin are built over decades due to various economic and geopolitical factors. The price of tin remained low for nearly four decades following the collapse of the International Tin Council in 1985, leading to a shortage of mining projects. This scarcity of new supply has significant implications for future price increases, particularly as demand for tin continues to grow with advancements in technology and electronics.
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