Tin is one of the world’s smallest, most obscure commodity markets at $9B in total value. Because of its small size, it remains off the radar to most traders, investors, and institutions. Almost all of the things we love about uranium are present in tin. In fact, we believe that tin today is where uranium was in 2016 … Bombed-out sentiment, a capital-starved industry, marginal production costs higher than the current spot price, and severe supply concentration risk mean that even the slightest supply disruption or demand increase could substantially increase prices. All the easy tin has already been mined. What’s ... (full story)