By Discovery Alert
Publication Date: 2025-11-22 10:02:00
How global supply chain disruptions are changing the fundamentals of the tin market
The Recovery of the tin market reflects broader changes in global raw material supply chains, where traditional manufacturing centers face increasing operational constraints. Political instability in Myanmar has approximately abated 15% global capacity for refined tin, while tightening Indonesian regulations have led to export bottlenecks that are having an impact 25% of the global concentrate supply. Additionally, the critical minerals strategy implemented by Western governments shows how geopolitical considerations are changing the fundamentals of the metals market.
Critical supply bottlenecks in important production regions
The structural change in the tin market reflects broader changes in global raw material supply chains, where traditional production centers face increasing operational constraints. Political instability in Myanmar has approximately abated 40,000 tons of refinery tin capacity in world markets, which represents a significant amount…