Falling global demand for tin, due to slower economic growth, thrifting and substitution, means we expect tin prices to drop from $17,900 per tonne today to around $16,500 by the end of 2013 despite supply problems. If so, tin would substantially underperform the bullish analyst consensus of a 25% price rise. It also offers a cautionary tale for copper prices.
Subscriber content
Read this in full, free
Start a free trial and use one of your 10 free starter credits to unlock this piece.