Hi Here's an article on ITRI....

Hi

Here's an article on ITRI.
https://www.itri.co.uk/index.php?option=com_zoo&task=item&item_id=3226&Itemid=143

"Another big month for Indonesian exports"

"...The next step in cutting out tin trade loopholes will be at the start of August, when the latest version of the export regulation comes into force. One notable feature of this is that there should be stricter supervision of mining licences. It is likely that the surge in sales recently – which appears to be continuing in July – reflects moves by producers to shift their inventories out of the country before the new rules come into effect. The recent intervention of President Joko Widodo in the tin industry, also promising more control of illegal mining, could have a further significant impact in due course..."

Might explain the current low tin price? (and therefore also KAS SP)
If so, it seems August should see things rise back to nicer levels.

Thoughts?
Thanks!
Ren