Ann: Presentation, page-20

  1. 1,437 Posts.
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    My concern with Tin is there is supply that could come on stream rapidly in the short term (Myanmar, Indonesia and strike affected south American mines). But it's anyones guess what it would take for that supply to come back, given its more about politics than incentive pricing. (Unless tin hits $50k in which case Im sure a lot of the political issues will vanish!)
 
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