Fact: Rzzro's price feed shows LME tin at n/a and SHFE tin at n/a.
The market signal is AI solder demand and concentrate restrictions. This is not a clean demand breakout; it is a balance between price pressure and supply discipline.
Rzzro view: buyers should separate spot price action from the upstream constraint that will matter most over the next 3-6 months.
What this means for buyers
Lock 3-6 months when LME tin is below $52,500/mt. Track Myanmar and Indonesia export flows monthly; tin shortages can move faster than buyer budgets.