You're what? Tin roof……Rusted!

 

We enter into 2022 with tin prices continuing to surge to all-time highs. As demand increases, corona virus variants continue to disrupt supply chains and as nations and even corporations weaponize trade against their rivals who will be successful in securing the resources that they need?

To put the urgency into perspective there is no significant amount of tin mined or smelted in North or Central America. China is the world’s largest producer of tin with Indonesia, Malaysia, Myanmar, and Rwanda also being major producers.

One of the fears of non-Chinese producers is that the Chinese will flood the market with cheap tin like they have with cooper, rare earths and other products in the past and that is a valid concern.

 So as the world weaponizes trade against its geopolitical and commercial rivals how will your firm secure the resources required to thrive into the next decade?

 You're what? Tin roof……Rusted!

Dawson Springs Tornado 2021

I was recently in Dawson Springs Kentucky delivering Christmas gifts to some of those that lost everything in a devastating tornado that ripped through that small town wiping 75% of it off the map killing many and ruining the lives of thousands of others.

The devastation is mind numbing but what is equally heart breaking is that this small town like many like it across America had been destroyed years prior to the tornado.

Globalization and some argue a byproduct of globalization the massive amount of opioids and meth in small town America has rotted it to the core. 

Yes it’s not new news but when you see it with your own eyes it’s an awakening.

I am not going to pretend to have the answers to the solutions to this problem, but I believe if we can provide quality jobs to these small towns across America it might be a step in the right direction.