Another point to consider, and this will apply to all tin producers, is the actual tin price peak.
If it keeps moving upwards of about 40kUSD /t, then the market MIGHT start seeing supply from external sources, and excess recycling supply as well.
In my opinion, at around 30-33k/t both Alphamin and MLX will make a decent motza, and at the same time prove too unprofitable for other miners to try and separate tin from stockpiles of other ores, or other tin pot P) regimes from mass dumping on market. Myanmar will still likely withold their tin as promised, as might Indonesia, but at 50k/t, then there would be no way they could resist such a decent payday.
Recycling too may just smooth out...
Who woulda thunk the humble white metal was such a complex beast??
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P) regimes from mass dumping on market.
(20min delay)