Article
Tin Market Outlook: Recovery, Rebalancing and Persistent Volatility - LME Asia (7 May 2026)
Tin Market Update — Lan Gao, International Tin Association, (21 May 2025)
Podcast/Video
Tin Prices Are Up 15X — But Where Will The Supply Come From?
This is worth a rewatch: Investing in Tin 2024: The Investment Case for Tin - Tom Langston, ITA
Quote
“Tin is the base metal most likely to be impacted by new technology.”
-attributed to an MIT report
When I tried to source the MIT report, it all pointed to Rio Tinto lithium/battery presentations, particularly the slide below.
Tweet
Charts
Future supply continues to look tight.
Myanmar has been steadily recovering, although nowhere near its pre-2023 levels.
Inventories are holding steady for now.
Something I’m Pondering
I’m pondering how far to push my luck with what is now my largest individual position in MLX after a 4x, and whether it’s better to recycle the capital into some non-miner roadkill…
The obvious tin bear case is a repeat of 2022-23, when solder demand (52% tin demand) rolled over for a period.
I hope you all have a great week!
Cheers,
Ferg
P.S. For anyone wanting to revisit my tin thesis/pieces (here & here).
Ferg Nam Cheong keeps slipping - are you still holding - its down to 87 from 130 i think
Own tin while electronics buildout keeps outrunning supply.
https://paretoinvestor.substack.com/p/refiners-best-energy-trade-2026