Investors

Tin Market

Tin Market

The robust growth in tin prices over the past 10 years reflects the growing demand and changing applications of the metal, with tin set to be the ‘metal most impacted by future technologies’ as quoted by Rio Tinto Ventures Group http://www.riotinto.com/investors/presentations-91_24894.aspx.

Emerging Demand – Challenged Supply

  • Strong price ~ AUD$30,000/tonne on 10 year price construction
  • Declining inventories
  • Ongoing supply disruptors: peaking Myanmar artisanal production Indonesian tin exports falling for 4th consecutive year     no significant new mine production
  • Underinvestment in tin exploration
  • Changing demand profile, increasingly linked to new technology applications

EV applications

  • Li-ion battery anode development
  • Advanced post-lithium batteries
  • Advanced solar cells (PVSC)
  • Hydrogen production catalysts

 

 

LME 2019

ITA 2017

Rio Tinto, MIT 2018