Metals & Mining Insights

Structured analysis on supply chains, prices, policies and demand.

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Metals & Mining Insights Lead, Zinc & Tin 2026-09-14 Premium

Tin at 420,000 Yuan: Is It a Genuine Shortage, or Has Supply Risk Been Priced In?

If Wa State resumes production, to what extent will the global tin ore shortage be alleviated? How much risk premium is actually embedded in this price?

Source: 矿立方深度报道

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Metals & Mining Insights Lead, Zinc & Tin 2026-03-24 Premium

War Raises Mine Costs: The Hormuz Energy Bill

The 2026 US-Israel war against Iran led to a blockade of the Strait of Hormuz, driving global oil prices to $120 per barrel and doubling diesel prices. This triggered a sharp increase in commodity costs, with iron ore miners facing a $2-per-gallon rise in diesel and a $500 million cost impact.

Source: IEA、Reuters

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