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供给端扰动推动锡价大涨 伦锡沪锡双双涨超10%
Xin Hua Cai Jing· 2026-01-14 14:29
Group 1 - The core viewpoint of the articles highlights a significant increase in tin prices due to geopolitical conflicts and supply disruptions, with both London and Shanghai tin futures rising over 10% [1][3] - The recent heavy rainfall in North Kivu province, Democratic Republic of the Congo, has caused landslides that severely impacted housing and resulted in casualties, affecting the supply of tin from the region [3] - The Bisie mine in the DRC, the largest tin mine in the country and the third largest globally, is facing operational challenges due to natural disasters and transportation disruptions, raising concerns about tin supply [3] Group 2 - Supply concerns are exacerbated by ongoing disruptions in tin mining operations in other regions, including Myanmar and Indonesia, where regulatory changes are impacting production [3] - The overall sentiment in the market is driven by worries about funding and raw material supply, pushing tin prices higher, although there are indications of weakening demand in the short term [3] - Despite potential short-term risks of price corrections due to demand weakness, there is still a belief in the medium to long-term upward potential for tin prices [3]