So to answer Speaker Age's question. I don't think the Chinese will be able to stop MLX mining tin. I don't think it will be a scarce commodity if needed for defense. I also has multiple uses and substitution takes place at unsustainably high prices (hence the backwardation).
Similaly for Cu where Al tends to be substituted. I'm just talking classical Mineral Economics (an example was shown in Co a few years ago).
Still, when I say stuff like that it tends to displease super bulls.
So Just IMVHO.
BTW Sn is pretty easy to smelt and refine. It's not a bulk mineral.
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