Ann: Presentation RIU Conference Sydney, page-13

Thanks for the excellent update @speculator555

The dynamics of the electrification thematic will keep tin in a commanding position for years. Few new sources of supply located in safe mining jurisdictions, should see SRZ find its footing in the supply chain soon.

Here’s another question or you might like to ask. One that seems to get little discussion at all. The fact that tin solder expires (often in 6 months, due to the flux added).

Given that solder accounts for over 50% of demand, what part may that play in the tin squeeze?Since using outdated solder puts manufacturers' contractual responsibilities to household brands at risk in the event that the finished product causes "current leakage" or is otherwise faulty and unreliable, no manufacturer can afford to use outdated solder. It would mess with everyone's schedule and harm the OEM's reputation. Consequently, there's no reason to ever buy more tin solder than you require. Unlike other commodities, where there is an incentive to stockpile units for years in advance to protective yourself against price shocks, tin as solder has a shelf life. This means that half the market is entirely dependent on a supply of spare units to restock inventory periodically. Therefore, could this mean that manufacturers (world-over) who have to buy on an as-needs-basis are especially vulnerable?

Happy to know what others think.

AIMO, DYOR GLTA(patient)H