SRZ - Media, page-7

Enjoyed this episode of 'Coffee with Samso' with Andrew Radonjic, the Managing Director of VMS. In it, he talks frankly about where Tin is at, the importance of it and suggests how governments, industry and ESG savvy investors should think about it. This episode focuses on the macro economics of Tin in the new industrial-age that is upon us rather than their project. I think is a great clue to where things are heading.

A lot of countries produce ‘cheap dirty Tin’, including Indonesia which could soon dominate the global Tin market with 70-75% of supply through its sea dredging. Therefore, Australia’s greener Tin sources (Tasmania runs on 100% renewables) could become a reliable and valuable commodity for the new booming electrification of the energy world.

Whatever the new technology might be, if there’s no glue (tin), there can be no electrification.

– –

Paraphrasing some great points that were made: starts approx 9.02sec

“The demand for solder is going to outstrip what supply is. There is no doubt about that. The Tin price has come off in price lately but it went to $50,000/t back in March which is a bit of [barometer] going forward.

When you consider that your mobile phone has about 3¢ of Tin in it which is at todays prices about $32,000/t or about .7 grams, if Tin goes up to $100,000/t then that price becomes 9¢. Therefore, it still wouldn’t make a difference to the cost of your mobile phone. That’s the interesting dynamic. If the world wants ‘sustainable’ tin then it’s going to have to pay [a so-called premium] for it.”



All IMO, DYOR, GLTA(patient)H