A nice Q2 2015 Tin analysis+forecast article ( 12th May )...

A nice Q2 2015 Tin analysis+forecast article   ( 12th May )
http://www.fastmarkets.com/tin-analysis-and-research/tin-analysis-forecast-q2-2015

I recommend reading the whole article to get your own opinion.
But here's the takeaway sentences IMO.
"
...
What is clear is that there is more than enough supply, a hypothesis with which World Bureau of Metal Statistics data concurs, putting the market in a 7,300-tonne surplus in 2014. Although there seem to have been numerous small increases in production in many regions, the main game-changer has been the export of tin ores and concentrates from Myanmar. This enabled China to revert back to being a net tin exporter in 2014 for the first time in seven years.
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Chinese exports have scuppered Indonesia’s attempt to restrict supply and to maintain prices at high levels.
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LME stocks relatively low - could underpin price recovery:
Judging by LME tin stocks, which stand around 10,000 tonnes, the market may be tighter than prices suggest – stocks have been falling since peaking at 12,190 tonnes in mid-December.
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We expect prices to hold a $16,500 to $19,000 range in the second quarter.
...
"

Thoughts?
Thanks!
Ren