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What Tin Price Satisfies Demand? (Mark Thompson + Hadley Natus)

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Money of Mine

We have a treat for the tin barons – a twoinone special all on tin!

Mark Thompson and Hadley Natus joined us in to separate conversation to give the lay of the land on the tin bull thesis, how demand and supply and playing into current price movements, why there’s a distinct difference between metal and concentrate pricing, how Indonesia and Myanmar impact the market and heaps more.

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CHAPTERS

0:00:00 Introduction
0:01:13 How the tin market got to today
0:19:29 Myanmar + Indonesia's impact
0:29:21 Supply fragility
0:44:24 Hadley Natus on Money of Mine
0:47:54 The supplydemand balance
0:50:21 Understanding concentrate vs metal market
0:53:47 The role of refining capacity
0:59:07 Thoughts on the Indonesia scandal
1:05:30 Tin vs copper
1:12:23 Is there a Physical Tin Trust? Should there be?
1:16:33 Will there be a new Myanmar?
1:18:08 Is Congolese supply at risk



DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

posted by retroceso1h