At the recent ITRI International Tin Conference, metals and mining consultancy CRU Group presented an update of its "Commodity Price Climate Change" forecast. This has nothing to do with which commodities would benefit from an anthropogenically warmed planet (we'll cover that another day), but is a way of summarising their views of whether commodity price outlooks will be “hot”, “warm”,… Read this post →
Greenfields recently spent the week in the junior mining hub of Vancouver. We were there to present the results of a tin mine cost modelling exercise to the board of ITRI, the tin industry body, and to attend ITRI’s International Tin Conference. The conference left us with multiple reasons to be bullish about tin. Plenty of positives for tin The… Read this post →
The final stop on our tour of the SE Asian Tinbelt, which started in Malaysia and Thailand, is the current source of nearly one-third of the world's mined tin - Indonesia. Stopping briefly in Jakarta to attend the spectacle of an Indonesian wedding and narrowly missing out on a visit from Indonesia’s most famous former resident, Barack Obama (he was… Read this post →
Considering it has provided most of the world's tin, the South East Asian Tinbelt is probably not as well known and understood as it should be. This visit highlighted the fundamental long-term supply challenges the industry faces and the implications this has for the LME's least-followed metal. Our bullish travel account provides a background on the tin mining industry, a… Read this post →
