*In other News i see where,
Trump, Tariffs and Tin
US President Donald Trump’s tariff blitz has shocked financial markets, but the LME base metals complex got an early preview of the likely mayhem.
The imposition of 25% tariffs on U.S. imports of aluminum has dislocated the light metal’s global supply chain, while the threat of similar levies on copper has generated an unprecedented disconnect in transatlantic pricing.
Micro tariff turbulence is now overlaid with macro tariff turmoil as markets take fright at the risk of a full-blown trade war.
The London Metal Exchange’s index of base metals has slumped 6% this week as reciprocal tariffs moved from threat to reality.
Only one metal has escaped the tariff tsunami.
Tin continues to out-perform the rest of the LME pack buoyed by its own supply chain chaos.
Supply shocks rock tin
LME three-month tin gained 25% over the first quarter of 2025, eclipsing even gold’s stellar run.
A series of supply shocks has generated a roller-coaster ride for tin traders.
The market sold off on news the giant Man Maw tin mine in Myanmar
would restart after an 18-month absence before rebounding when Alphamin Resources announced it was closing its Bisie mine in the Congo due to the escalating insurgency in the east of the country.
The devastating earthquake in Myanmar, throwing fresh doubt on Man Maw’s return, has propelled tin even higher.
Investors have rushed to join the action. Fund long positioning has hit record levels.
LME stocks are sliding and time-spreads tightening, adding to the volatility mix.
mining.com
*Don't forget the Tin - Man in Manono Bro
It's gotta be worth an Extra, Oh i dunno