There's a lot of unknowns at the moment, especially on the supply side.
At the bullish extreme, Myanmar could take until the end of the year to get back into meaningful production and the DRC conflict looks to be creeping towards Alphamins operations.
At the bearish end Myanmar could get things going again in a quarter and Aphamin could continue without disruption.
Personally I think the Myanmar ramp up will be slow, six months at least, and DRC will get worse before it get's better. I'm keeping a close eye, but checking my crystal ball, I don't see the Tin price dropping below $30k again in the next three months, maybe even six... IMO obviously!
MLX Price at posting:
52.5¢ Sentiment: Hold Disclosure: Held
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