Very interesting piece in the Wall Street Journal highly relevant to CSD - may be a great time to become a producer
'Indonesia's Protectionist Ore Move Rattles Tin Market' and the link is:
http://online.wsj.com/news/articles/SB10001424052702303997604579242142348623228
My take on it:
The market had not really factored in this move by the Indonesians - primarily because people simple thought they would back off from it. It looks like actually meant and if that does tanspire, this could lead to a major dislocation in the tin market. Where that leads is up in the air but this is a supply 'shock' in the making and the market will have to adjust.
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