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?
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