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Mark Thompson Returns for a Discussion on the Dynamics of the Tin Market

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Manage episode 414126234 series 2410049
Content provided by Trevor Hall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trevor Hall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Trevor interviews Mark Thompson about the current state of the tin and copper markets. They discuss the relentless rise of tin prices, driven by a deficit of supply and increasing demand from consumer electronics and the solar sector. They also touch on the production issues in Myanmar and Indonesia, which have further tightened the tin market. In the copper market, they explore the negative treatment charges and the hidden deficit in copper concentrates. They also discuss the future demand for tin and copper, particularly in relation to artificial intelligence and the need for data centers and chips.

  continue reading

2931 episoade

Artwork
iconDistribuie
 
Manage episode 414126234 series 2410049
Content provided by Trevor Hall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trevor Hall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Trevor interviews Mark Thompson about the current state of the tin and copper markets. They discuss the relentless rise of tin prices, driven by a deficit of supply and increasing demand from consumer electronics and the solar sector. They also touch on the production issues in Myanmar and Indonesia, which have further tightened the tin market. In the copper market, they explore the negative treatment charges and the hidden deficit in copper concentrates. They also discuss the future demand for tin and copper, particularly in relation to artificial intelligence and the need for data centers and chips.

  continue reading

2931 episoade

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