Special Report: Tin - Positioning for the Mania

There is no substitute. Supply is drying up. And the price is rising.

In this next Special Investment Report we consider tin. 

No other metal is seeing such increased usage because of new technology. It might not be the most glamorous of metals, but it is essential. There is no substitute, supply is drying up and the price is rising.

99,999% tin beta (left) and alpha (right) allotropes - photo by Alchemist-hp

The metal we usually associate with cans and pan alleys is crucial to the rapidly expanding global electronics industry, to semiconductors, to electric vehicles (EVs), to solar power, to the rollout of 5g and the internet of things. 

It is essential to the low carbon economy. Without it electrons don’t flow, and electric vehicle batteries don’t charge. 

There’s no way demand is going anywhere but up, and a decade of underinvestment means supply cannot keep up. Hence higher prices. 

Back in 2006 one environmental analyst said we would be out of mine-able tin by 2026. Some might say his forecast is coming good. I’m not sure about that, but I do know prices are rising.

Tin is a cyclical metal, if ever there was one. It enjoys bull markets lasting 20 years or more, followed by equally vicious bear markets. We are probably halfway through a bull market that has a lot longer to go. So far tin has tripled. The last two bull markets in tin saw its price go up 9x and 8x. We seem to be in the early throws of a repeat performance.

In this report we look at tin’s uses. We look at tin supply and tin demand. We consider the price and its likely future price. And, most importantly, we suggest ways to invest. 

Everything you need to make money out of tin is here.

The tin price has surged but it could still at least double from here