The vindication is here. World supply chains have changed and the race to decarbonise is on. The Tin demand is equivalent to the copper demand but 30 times less abundant to find. It is critical to enable the electrification of everything and there is minimal competition for advanced projects in safe jurisdictions.
The fact that tin remains relatively a forgotten metal and there is no domestic supply in the United States, adds an intriguing element in the efforts to safeguard supply chains which maybe just one of many reasons why cornerstone investors are turning up.
As the Tin supply from basketcase countries dries up or has been caught out with its dirty games and dirty tricks, the Tin squeeze is more likely to continue and supply chains exChina will be desperate for secure supply from sovereign-trusted countries.
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