LME tin cash settled at $57,525/mt on June 2. The cash-to-3-month spread sits in contango at -$250/t, a moderate structure that signals adequate nearby availability but structural tightness further out. Indonesia seized 500 tonnes of illegal tin in a renewed crackdown on unlicensed mining. Myanmar's Man Maw mine - responsible for roughly 10% of global supply - remains suspended since its August 2023 resource audit closure. On the demand side, tin consumption from data center AI infrastructure, EV solder, and solar PV installations continues to accelerate. TradingEconomics reports the CFD benchmark at $55,418/mt, up 82.26% year-on-year. This report covers price structure, supply disruptions, demand drivers, inventory positioning, tariff policy exposure, and forward contracting strategy.
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