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

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.