# ![@OG_TINBARON Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1414817817971494912.png) @OG_TINBARON OG Tin Baron

OG Tin Baron posts on X about in the, china, indonesia, drop the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1414817817971494912/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1414817817971494912/c:line/m:interactions.svg)

- [--] Week [-----] -20%
- [--] Month [------] +1.10%
- [--] Months [-------] -15%
- [--] Year [-------] -21%

### Mentions: [--] [#](/creator/twitter::1414817817971494912/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1414817817971494912/c:line/m:posts_active.svg)

- [--] Week [--] +36%
- [--] Month [--] +20%
- [--] Months [---] -14%
- [--] Year [---] +27%

### Followers: [-----] [#](/creator/twitter::1414817817971494912/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1414817817971494912/c:line/m:followers.svg)

- [--] Week [-----] +1.30%
- [--] Month [-----] +5.80%
- [--] Months [-----] +28%
- [--] Year [-----] +62%

### CreatorRank: [---------] [#](/creator/twitter::1414817817971494912/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1414817817971494912/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  29% [finance](/list/finance)  11% [stocks](/list/stocks)  3% [travel destinations](/list/travel-destinations)  2% [currencies](/list/currencies)  2% [social networks](/list/social-networks)  1% [technology brands](/list/technology-brands)  1% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[in the](/topic/in-the) 15%, [china](/topic/china) 11%, [indonesia](/topic/indonesia) 11%, [drop](/topic/drop) 11%, [myanmar](/topic/myanmar) 10%, [metal](/topic/metal) 8%, [ore](/topic/ore) 8%, [this is](/topic/this-is) 6%, [stocks](/topic/stocks) 5%, [$afmv](/topic/$afmv) 4%

**Top accounts mentioned or mentioned by**
[@respeculator](/creator/undefined) [@bigglesco](/creator/undefined) [@victoringrace](/creator/undefined) [@utopiaescape](/creator/undefined) [@utopia_escape](/creator/undefined) [@abengbabel](/creator/undefined) [@romeresources](/creator/undefined) [@tinformernews](/creator/undefined) [@cyclopstrader](/creator/undefined) [@mysteelglobal](/creator/undefined) [@bftd2025](/creator/undefined) [@onspeculator](/creator/undefined) [@methompson72](/creator/undefined) [@adolfkitlerxp](/creator/undefined) [@drryandlong](/creator/undefined) [@jtourzan](/creator/undefined) [@almonty](/creator/undefined) [@eqresourcesasx](/creator/undefined) [@moarcap](/creator/undefined) [@edark94](/creator/undefined)

**Top assets mentioned**
[Equity Residential (EQR)](/topic/$eqr) [PepsiCo, Inc. (PEP)](/topic/$pep) [Alliance Fan Token (ALL)](/topic/$all)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Some chatter about the large #tin deliveries into southern China warehouses 860t last 24hrs Nothing to see here in my opinion as 1-2 times a month this size deliveries come in from Indonesia / Peru. Also by my calculations SHFE warehouses are still -335t this calendar year"  
[X Link](https://x.com/OG_TINBARON/status/2011376097263493483)  2026-01-14T09:53Z [----] followers, [----] engagements


"*Not a geologist But this #tungsten Exploration Target looks like the big story here. Noting the extension (and drill holes) closer to the surface of the old tin mine and looks accessible from old working levels"  
[X Link](https://x.com/OG_TINBARON/status/2018824697648156835)  2026-02-03T23:11Z [----] followers, [---] engagements


"@respeculator - First Quantum was also good buying when Cobre Panama went down. - Freeport when Grasberg went down - Glencore beacauae it was always going to get into play"  
[X Link](https://x.com/OG_TINBARON/status/2018942537189458001)  2026-02-04T06:59Z [----] followers, [---] engagements


"@METhompson72 My humble view: $EQR has been ramped too hot now. Waiting around for more Finnish buyers is a mugs game I love #Tungsten but Saloro and Carbine are challenging assets and will def have a few more wobbles incoming. Cant stay in this one just for the commodity price"  
[X Link](https://x.com/OG_TINBARON/status/2019280333322219594)  2026-02-05T05:22Z [----] followers, [----] engagements


"Are ANY #tin followers on x invested in $SKY.AX and if so did any of you buy 10c Seems to be mostly directors and mysterious nominee groups buying (recent MQG disclosure). Have an opportunity to short tempting. Please identify yourselves"  
[X Link](https://x.com/OG_TINBARON/status/2019709307324109095)  2026-02-06T09:46Z [----] followers, [----] engagements


"@utopia_escape Its just a bizarre company because it has zero online chatter - other than company and PR posts. No HotCopper no x no LinkedIn chatter. But its the highest Market cap explorer - by far. Odd. Its a holding via the Macquarie group Macquarie group is not the ultimate owner"  
[X Link](https://x.com/OG_TINBARON/status/2019729938518319495)  2026-02-06T11:08Z [----] followers, [---] engagements


"@utopia_escape No worries - all good I have been Tin_OG_ing for a while Haha Yes news flow and a friendly register can do amazing things But I also think these Cos have a time limit until they start proving real value. I think the Resource will get mined but its too $ right now"  
[X Link](https://x.com/OG_TINBARON/status/2020792999257534845)  2026-02-09T09:32Z [----] followers, [--] engagements


"3-Month LME #tin up a massive +6.6% a smidge below $50k"  
[X Link](https://x.com/OG_TINBARON/status/2020954750196515132)  2026-02-09T20:15Z [----] followers, [----] engagements


"SHFE #tin up another 3.4% today"  
[X Link](https://x.com/OG_TINBARON/status/2021084537137303647)  2026-02-10T04:51Z [----] followers, [---] engagements


"@BigglesCo Up up up Cap Raise Same story different company. $SKY.AX Be interesting to see who participates in this one"  
[X Link](https://x.com/OG_TINBARON/status/2021348382137352659)  2026-02-10T22:19Z [----] followers, [---] engagements


"@VictorInGrace Finally - One What are the dots"  
[X Link](https://x.com/OG_TINBARON/status/2022197445346893957)  2026-02-13T06:33Z [----] followers, [--] engagements


"@VictorInGrace @BigglesCo Haha. If you buy that you are in trouble. What the 99.5-99.99% tin that the other smelters produce from every other tin mine in the world isnt as pure 🤣"  
[X Link](https://x.com/OG_TINBARON/status/2022244019871576127)  2026-02-13T09:38Z [----] followers, [--] engagements


"@utopia_escape Yeah that was a big sell off huh"  
[X Link](https://x.com/OG_TINBARON/status/2022264850291040430)  2026-02-13T11:01Z [----] followers, [--] engagements


"@Abeng_babel @Adolf_KitlerXP You know how it will workIt will be a blanket rule for all (except approved exceptions) I suspect Yunnan will commit to invest in some downstreaming capacity in Indonesia and for that commitment (maybe never happen) they will get given an exemption to continue to export #tin"  
[X Link](https://x.com/OG_TINBARON/status/2023006224460218814)  2026-02-15T12:07Z [----] followers, [---] engagements


"Some trader / smelter needs higher prices today 🤣 #tin Indonesian tin export ban in the news again today"  
[X Link](https://x.com/OG_TINBARON/status/2022304639400747278)  2026-02-13T13:39Z [----] followers, [----] engagements


"@DrRyanDLong @Rome_Resources Oh no Not the old XRF analysis again Hope no-one buys on these #tin grades. Wait for the lab assays Sampling is important"  
[X Link](https://x.com/OG_TINBARON/status/2023346540434399690)  2026-02-16T10:39Z [----] followers, [---] engagements


"And a massive -175t (-9.6%) DAILY drop of #tin in LME warehouses Only 1655t left"  
[X Link](https://x.com/OG_TINBARON/status/1956283394179858508)  2025-08-15T09:14Z [----] followers, [---] engagements


"7491t of #tin metal left on SHFE after -301t weekly drop. 7053t of SHFE warrants (-205t weekly drop)"  
[X Link](https://x.com/OG_TINBARON/status/1958812144692085241)  2025-08-22T08:43Z [----] followers, [----] engagements


"@TinFormer_News PepsiCo is the clear trade (Since [----] Quaker Oats Company is owned by PepsiCo Inc.)"  
[X Link](https://x.com/OG_TINBARON/status/1965222984949563419)  2025-09-09T01:17Z [----] followers, [---] engagements


"SHFE #tin inventories has dropped a massive -1338t over the past two weeks down to 6559t a -17% drop And tin warrants are now dropping -200t per day. For those bullshitters saying the tin market is balanced - this is simply not true Get on board the tin train"  
[X Link](https://x.com/OG_TINBARON/status/1971483846861607422)  2025-09-26T07:55Z [----] followers, [----] engagements


"LME daily #tin inventory drop -115t (4.6%) to 2390t. Massive"  
[X Link](https://x.com/OG_TINBARON/status/1976333902437564721)  2025-10-09T17:08Z [----] followers, [----] engagements


"@jtourzan @Almonty_ @EQResourcesASX Just as likely to be suspended $G6M.AX with all the billionaires who hold major positions in the suspended stock. The big boys usually get looked after"  
[X Link](https://x.com/OG_TINBARON/status/1979070753623408658)  2025-10-17T06:23Z [----] followers, [---] engagements


"Tin ore supply from Myanmar recovered slowly with imports from Myanmar amounting to [-------] mt down 24.55% MoM and 61.61% YoY. Myanmar #tin grades are only about 15% so this is only about 390t of metal equivalent or 0.1% of global tin production 1.2% (annualized) 🥱"  
[X Link](https://x.com/OG_TINBARON/status/1992755916828196874)  2025-11-24T00:43Z [----] followers, [----] engagements


"@Cyclops_Trader @respeculator 2/2 Also be aware of the difference between Wolframite and Scheelite form of #Tungsten. Scheelite is much softer and requires flotation to get economic recoveries. Wolframite is better as only usually requires gravity processing. Grade is king but Metallurgy is the Emperor"  
[X Link](https://x.com/OG_TINBARON/status/2003276579909353656)  2025-12-23T01:28Z [----] followers, [---] engagements


"@Cyclops_Trader @respeculator 3/2 Dominant #Tungsten mineralization $EQR Carbine = Wolframite Barruecopardo = Scheelite $TUN Watershed = Scheelite Mt Mulgine = Scheelite Hatches Creek = Wolframite $ALL Sangdong = Scheelite $G6M Dolphin = Scheelite"  
[X Link](https://x.com/OG_TINBARON/status/2003280568470110247)  2025-12-23T01:44Z [----] followers, [---] engagements


"@MoarCap @Edark94 @HesperianMetals It wasnt - I apologized But for context I watched EQ battle their floatation circuit at Barruecopardo (also in Spain/Portugal) for [--] years before getting it humming. And it was an existing operation. Also G6M at King Island"  
[X Link](https://x.com/OG_TINBARON/status/2011565936512553235)  2026-01-14T22:27Z [----] followers, [---] engagements


"2614t (+37%) increase to weekly SHFE #tin stocks to 9549t. Relativity a large increase - but not surprising with tin hitting att time highs this week and traders & speculators looking to cash in. This still only represents 8days demand. Minor in the scheme of things"  
[X Link](https://x.com/OG_TINBARON/status/2012105500444475503)  2026-01-16T10:11Z [----] followers, [----] engagements


"Both Maritz & Director Paul Baloyi (both 10yrs) resigning from $AFM.V within a couple of weeks of each other whilst the #tin price is at all time highs and all their hard work is about to financially validated is ODD. Are their new UAE masters starting to make some moves"  
[X Link](https://x.com/OG_TINBARON/status/2013431091479167336)  2026-01-20T01:59Z [----] followers, [----] engagements


"We're goin' up up up it's our moment You know together we're glowin' Gonna be gonna be golden Oh-oh-oh up up up with our voices   Gonna be gonna be golden #IYKYK #Tin"  
[X Link](https://x.com/OG_TINBARON/status/2013851460094599460)  2026-01-21T05:49Z [----] followers, [----] engagements


"All time #tin"  
[X Link](https://x.com/OG_TINBARON/status/2014803613852565660)  2026-01-23T20:53Z [----] followers, [----] engagements


"Indonesians still be smuggling #tin sand/ore out by boats to Malaysia January [----]. The military crackdown doesnt look to be in full effect yet"  
[X Link](https://x.com/OG_TINBARON/status/2016000475922104762)  2026-01-27T04:09Z [----] followers, [----] engagements


"Quick $MLX.AX Quarter summary 🎉: - Equal highest Qtr prod (#tin ts) - Equal highest met recoveries 83% - 58% Q/Q EBITDA - AISC A$27906/t - Avg received price US$40k/t (A$58k/t) - Cash balance A$341"  
[X Link](https://x.com/OG_TINBARON/status/2016359252328411540)  2026-01-28T03:54Z [----] followers, 13.9K engagements


"Double green #tin today. Above $55k/t is solid"  
[X Link](https://x.com/OG_TINBARON/status/2016360683185832140)  2026-01-28T04:00Z [----] followers, [---] engagements


"@petercamiller13 Glad to hear you held on Peter. I dont give financial advice but I continue to hold a large chunk only having trimmed a slight % since my $0.22 entry. And that was put into other #tin cos"  
[X Link](https://x.com/OG_TINBARON/status/2016638520757289043)  2026-01-28T22:24Z [----] followers, [---] engagements


"@CHar101091 @SunsirsMacro Im told Shanghai Metals have changed their website. Prob stuffed the bot"  
[X Link](https://x.com/OG_TINBARON/status/2018287158780666309)  2026-02-02T11:35Z [----] followers, [--] engagements


"Two photos (attached) that show the importance of critical mineral (inc #tin) in our modern world. Physical commodities / resources / assets are again the modern day battleground l just like ancient times. We are now front and center no longer expected to operate in shadows"  
[X Link](https://x.com/OG_TINBARON/status/2018522976506040661)  2026-02-03T03:12Z [----] followers, [---] engagements


"@kigalidailynews @grok any legitimacy to this"  
[X Link](https://x.com/OG_TINBARON/status/2020606432983609590)  2026-02-08T21:11Z [----] followers, [---] engagements


"Wonder why the #tin price is going up whilst metal inventories are going up This is why: Yunnan Tin (worlds largest tin smelter) is operating at only 20% of capacity. Rumours are its due to shortage of tin concentrate it appears Myanmars Wa state bans have already hit"  
[X Link](https://x.com/anyuser/status/1683408269912707073)  2023-07-24T09:26Z [----] followers, [----] engagements


"CONFIRMED: The Wa State tap is off: "There has been hardly any #tin ore from the Wa State of Myanmar arriving in China in September. if the ban on tin mining in the Wa State lasts longer domestic tin ore supply may return tight." https://news.metal.com/newscontent/102408002/smm-tin-morning-comments-%C2%A0 https://news.metal.com/newscontent/102408002/smm-tin-morning-comments-%C2%A0"  
[X Link](https://x.com/anyuser/status/1711591320962367937)  2023-10-10T03:55Z [----] followers, [----] engagements


"Boom. #Tin has similar dynamics as Uranium market but unlike uranium there arent a portfolio of projects out there waiting for the right price to become investable which makes the mind boggle as to what the #tin price response could be in a real and sustained deficit. Is #tin poised to become the next #uranium Catch Brian Laks from Old West Investment Management as he delves into tin on The Hive exploring the parallels between the uranium and tin markets. 👂Listen to the full podcast here: https://t.co/rPAbbWlMtV $ELT $ELT.AX https://t.co/7oYeZ9FIVz Is #tin poised to become the next #uranium"  
[X Link](https://x.com/anyuser/status/1714602512022634869)  2023-10-18T11:21Z [----] followers, [----] engagements


"Chinas #tin smelters are staying utilised due to heavy imports only. @MysteelGlobal doing a great job of filling in the blanks: China's imports of tin ore and concentrate in November surged by 43% month on month and 6.25% year on year to [-----] tonnes https://m.mysteel.net/news/all/5046072-chinas-dec-refined-tin-imports-expected-to-decrease https://m.mysteel.net/news/all/5046072-chinas-dec-refined-tin-imports-expected-to-decrease"  
[X Link](https://x.com/anyuser/status/1738396764464697426)  2023-12-23T03:11Z [----] followers, [----] engagements


"#Tin back over US$30k/t in China #SHFE & US$25k/t on #LME . It just feels like we starting to get a roll-on. Supply still f-ed and signs that real demand growth has returned"  
[X Link](https://x.com/anyuser/status/1747392176898953294)  2024-01-16T22:55Z [----] followers, [----] engagements


"#tinbarons unite. Our speculation and cool-aid drinking hysteria is backed by @MysteelGlobal analysis. #tin https://m.mysteel.net/news/all/5047755-refined-tin-price-to-fluctuate-upward-in-2024-on-tight-supply-but-improving-demand https://m.mysteel.net/news/all/5047755-refined-tin-price-to-fluctuate-upward-in-2024-on-tight-supply-but-improving-demand"  
[X Link](https://x.com/anyuser/status/1751788069286818295)  2024-01-29T02:03Z [----] followers, [----] engagements


"#Tin on the #LME Starting to move like there is a supply (& corruption) crises in the largest tin metal exporter mining bans at 2nd largest miner and non-Chinese warehouse stocks are down to 0.2% of annual global demand but yeah it could be nothing.😂"  
[X Link](https://x.com/anyuser/status/1757160652228153797)  2024-02-12T21:52Z [----] followers, [----] engagements


"#tin opens up +2.6% on the #SHFE after CNY holidays. I think with the Indonesia corruption investigations this is the start of highly volatile times for the tin market exposing market supply tightness - which will likely result in a significant increase to the tin price"  
[X Link](https://x.com/anyuser/status/1759385733587161177)  2024-02-19T01:13Z [----] followers, [----] engagements


"The (99%) drop-off in #Indonesia #tin #exports during January is NOT to do with licencing issues. as the global media would have you believe it's directly associated with the Tin #Corruption Investigations. 4/5 (80%) Tin smelters are now CLOSED https://belitung.tribunnews.com/2024/02/26/kasus-korupsi-tata-niaga-komoditas-timah-di-babel-empat-dari-lima-smelter-disebut-tak-beroperasi https://belitung.tribunnews.com/2024/02/26/kasus-korupsi-tata-niaga-komoditas-timah-di-babel-empat-dari-lima-smelter-disebut-tak-beroperasi"  
[X Link](https://x.com/anyuser/status/1761988837977547007)  2024-02-26T05:37Z [----] followers, [----] engagements


"Locals and environmental groups in Bangka Belitung Islands Province are calling for a stop to ALL #tin mining in the region. Losses due to illegal tin mining are estimated far beyond US$17.3B ($271 Trillion IDR) currently estimated by the government https://belitung.tribunnews.com/2024/02/26/kasus-korupsi-tata-niaga-komoditas-timah-di-babel-empat-dari-lima-smelter-disebut-tak-beroperasipage=2 https://belitung.tribunnews.com/2024/02/26/kasus-korupsi-tata-niaga-komoditas-timah-di-babel-empat-dari-lima-smelter-disebut-tak-beroperasipage=2"  
[X Link](https://x.com/anyuser/status/1761989951758196866)  2024-02-26T05:41Z [----] followers, [----] engagements


"The #tin market in one diagram - there are heaps of takeaways for me. But [--] that stand out: 1/ Its a tiny market (370-380tpa) 2/ Recycling in minor part of industry [--] / Look at the dominance of #solder and #ConsumerElectonics in tin use this is the only real story"  
[X Link](https://x.com/anyuser/status/1764161861484990745)  2024-03-03T05:32Z [----] followers, [----] engagements


"So for those wondering when the #tin thesis is going to play out. i think we can pretty much say starting.now: - Myanmar not mining stockpiles finally zero - Indonesian exports in Jan/Feb zero no possible way of hitting previous export numbers - Who else can supply demand"  
[X Link](https://x.com/anyuser/status/1764799028154577325)  2024-03-04T23:44Z [----] followers, [----] engagements


"D-Day for the #tin industry with another major tin company under investigation in Brazil for buying illegally mined ore from criminal organisations. 'White Solder' is a significant global tin miner smelter and solder manufacturer servicing US companies. https://www1.folha.uol.com.br/internacional/en/business/2024/03/amazon-and-disney-purchase-ore-from-a-company-targeted-by-the-federal-police-for-an-illegal-mining-scheme-in-brazil.shtml"  
[X Link](https://x.com/anyuser/status/1764836054538883568)  2024-03-05T02:11Z [----] followers, [----] engagements


"As I flagged 5-days ago. the game changes if #China 's #NDRC mentions #tin - it just did. NDRC: #China is set to embark upon a new round of mineral exploration programs and intensify cooperation with foreign entities on overseas mineral resources. NDRC supports augmenting the intensity of the exploration development and storage productivity of crude oil and natural NDRC: #China is set to embark upon a new round of mineral exploration programs and intensify cooperation with foreign entities on overseas mineral resources. NDRC supports augmenting the intensity of the exploration development and"  
[X Link](https://x.com/anyuser/status/1764861479722123611)  2024-03-05T03:52Z [----] followers, [----] engagements


"Those that think Indonesia is just going to go straight back to producing 20% of the world's #tin are greatly mistaken The AG has now basically arrested all the major smelter operators a few administrators and now is targeting the shadowy middle-men and illegal miners"  
[X Link](https://x.com/anyuser/status/1771318097150152704)  2024-03-22T23:28Z [----] followers, [----] engagements


"Something odd with #tin in China. Global tin price ripping including on SHFE. The SHFE inventories continue to climb. just yesterday #SHFE daily warrants went up 797t. likely this will lead to weekly inventories going up +1000t to 14000t (+7%) all in a supply squeeze.😒"  
[X Link](https://x.com/anyuser/status/1778321869994631445)  2024-04-11T07:19Z [----] followers, [----] engagements


"Like a phoenix rising from a single day inferno #Tin #LME"  
[X Link](https://x.com/anyuser/status/1782977025340498311)  2024-04-24T03:37Z [----] followers, [----] engagements


"#Indonesian #Tin output is not coming back to where it was in a hurry. Governor of the Bangka Belitung Islands said that five smelters involved in the tin #corruption case had laid off [----] of their workers. [---] workers from the smelters [---] from transportation.😢"  
[X Link](https://x.com/anyuser/status/1785849220446199994)  2024-05-02T01:50Z [----] followers, [----] engagements


"Wellthe Indonesian #tin metal export ban just got a lot closer to relativity Incoming Indonesian President Prabowos younger brother has just built and opened a (downstream) solder tin manufacturing factory in Batam City for US$25m"  
[X Link](https://x.com/anyuser/status/1788882426577764521)  2024-05-10T10:43Z [----] followers, [----] engagements


"Sodium-Ion batteries are poised to be the next game-changer in battery tech (cheaper denser more resilient). Interestingly #tin looks to play the main role in their anode technology replacing carbon and increasing energy density. Tin demand 🚀 https://www.prnewswire.com/news-releases/uc-san-diego-spin-off-company-receives-mwh-scale-purchase-orders-of-their-advanced-sodium-ion-batteries-302018243.html https://www.prnewswire.com/news-releases/uc-san-diego-spin-off-company-receives-mwh-scale-purchase-orders-of-their-advanced-sodium-ion-batteries-302018243.html"  
[X Link](https://x.com/anyuser/status/1791186266513641517)  2024-05-16T19:17Z [----] followers, [----] engagements


"Shanghai Metals Market (28/5/2024): "Overall affected by tighter supply expectations and stable demand SHFE #tin prices may be more prone to rise than fall in the short term." "The inventory in Wa State is critically low making it unlikely to increase ore exports to China.""  
[X Link](https://x.com/anyuser/status/1795599278179824040)  2024-05-28T23:33Z [----] followers, [----] engagements


"See ya later Indonesian #Tin Reserves. "The government has designated the waters of Belitung Island as a zero-tin-mining high tourism area" said Head of the Babel Islands Province Maritime and Fisheries Service Agus Suryadi in Pangkalpinang Tuesday 28th May 2024"  
[X Link](https://x.com/anyuser/status/1795664477586936005)  2024-05-29T03:52Z [----] followers, [----] engagements


"#SHFE #tin Inventory drop exceed my weekly guesstimate. -1324t drop (-7.5%) The tide had definitely turned - the world is now officially short tin in a hurry"  
[X Link](https://x.com/anyuser/status/1798988563771744466)  2024-06-07T08:01Z [----] followers, [----] engagements


"This is not a drill #tin up 5%"  
[X Link](https://x.com/anyuser/status/1800880460337398192)  2024-06-12T13:18Z [----] followers, [----] engagements


"The #tin bull case doesnt get much better than this. Chinese production will fall based on: - Smelter feed imports greatly affected - Myanmar ore imports drop - DRC con imports drop - Smelter production affected by tight supply - Smelters about to enter annual maintenance"  
[X Link](https://x.com/anyuser/status/1805728084429357162)  2024-06-25T22:21Z [----] followers, [----] engagements


"Another -403t drop in Chinese #SHFE #tin stocks. Inventory levels down to 14738t. The trend is strong going into a market with significant concentrate supply issues"  
[X Link](https://x.com/anyuser/status/1806593659183218742)  2024-06-28T07:41Z [----] followers, [----] engagements


"If this proves out an extra 100kt of tin required per year by [----]. So instead of 400kt/yr of #tin metal required it will be 500kt/yr. This is unfathomable by the current market. US$100k/t wouldnt be a target price but a floor price. Good to see the @IntlTin is studying In a groundbreaking development the latest research on tin anodes for sodium-ion batteries presented at the recent International Tin Conference in Malaysia highlights a promising new application for #tin in the rapidly advancing battery technology sector. https://t.co/N482geakL5 In a groundbreaking development the latest"  
[X Link](https://x.com/anyuser/status/1807687751086874890)  2024-07-01T08:08Z [----] followers, [----] engagements


"It's over right Thank god. #tin"  
[X Link](https://x.com/anyuser/status/1817727906602496291)  2024-07-29T01:04Z [----] followers, [----] engagements


"Against all the odds today #tin is up on both #LME +1% and #SHFE +0.5%"  
[X Link](https://x.com/anyuser/status/1820296529191882826)  2024-08-05T03:11Z [----] followers, [----] engagements


"Indonesian #tin is on summer vacation and wont be back for a while. or maybe ever. SMM : Indonesia's tin ingot exports amounted to [----] tonnes in July [----] marking a decrease of 23.5% compared to the previous month and a significant drop of 51.5% year-on-year. #Tin SMM : Indonesia's tin ingot exports amounted to [----] tonnes in July [----] marking a decrease of 23.5% compared to the previous month and a significant drop of 51.5% year-on-year. #Tin"  
[X Link](https://x.com/anyuser/status/1824075542565638248)  2024-08-15T13:27Z [----] followers, [----] engagements


"BMI expects #tin prices to remain on a firm uptrend in the coming decade reaching $45000 by [----] RE-RUN TIN MODELS"  
[X Link](https://x.com/anyuser/status/1830737739576443128)  2024-09-02T22:41Z [----] followers, [----] engagements


"You sick of me preaching this no #tin concentrate narrative yet "In Yunnan due to the continuous decline in the import volume of Myanmar's tin mines the tense supply situation at the ore end has begun to have a substantial impact on the smelting process" It's happening:"  
[X Link](https://x.com/anyuser/status/1831463837805244619)  2024-09-04T22:46Z [----] followers, [----] engagements


""operating rate of smelters in Yunnan fell to 21.45% last week" "Smelters reported that raw material supply remained extremely tight making procurement increasingly difficult. expected that the operating rate of smelters in Yunnan will face growth challenges in the future" #tin"  
[X Link](https://x.com/anyuser/status/1833316652882309536)  2024-09-10T01:28Z [----] followers, [----] engagements


"The data keeps pointing one way. China #tin supply unable to meet demand. Refined ingot Imports required to top up shortfall. But this seaborne market is competitive with India US EU also fighting for tin metal. What next if the shortfall widens due to supply constraints 📢Dive into Mysteel's latest #Tin Import & Export Report 🔸China Tin Ore and Concentrate Imports: declining MoM and YoY in Aug [----] driven mainly by reduced imports from Myanmar along with drops from Congo-Kinshasa and Australia due to shipping delays. Looking ahead https://t.co/9P5n3B1dc7 📢Dive into Mysteel's latest #Tin"  
[X Link](https://x.com/anyuser/status/1839244455217606879)  2024-09-26T10:03Z [----] followers, [----] engagements


"The #tin experts finally buying the guff Ive been selling for 6-months. Stockpiles are toast at this rate"  
[X Link](https://x.com/anyuser/status/1841065353327284666)  2024-10-01T10:39Z [----] followers, [----] engagements


"Simple overview of the #tin market for those not familiar with why it's so exciting to us #tinbarons Supply = f-ed (3 largest global suppliers have major issues) Demand = highly exposed to #electrification #AI #Datacentres #EV #automation #5G #energytransition via #solder"  
[X Link](https://x.com/anyuser/status/1844667636552216806)  2024-10-11T09:13Z [----] followers, [----] engagements


"#SHFE #tin inventory drops -115t. Somewhat surprising given the warrant movements during the week which end up at +/-0t movement. 8522t inventory remaining. 8days of global tin demand. The negative trend continues. Where the tin going to come from"  
[X Link](https://x.com/anyuser/status/1852257716217245899)  2024-11-01T07:53Z [----] followers, [----] engagements


"Try and read this Chinese article and not be bullish on #tin. Key points: - Demand is returning strongly - Chinese Govt. stimulus strongly affecting electronics manufacturing - Domestic refined tin supply strained - Myanmar ore/con no signs of restart - Prices forecast to rise"  
[X Link](https://x.com/anyuser/status/1853621072463323630)  2024-11-05T02:11Z [----] followers, [----] engagements


"Its pretty telling when stock rampers block you for having an alternative. #tin #RMR My constant question to @Rome_Resources #RMR and its promoters is why is the company working so hard to ramp this story pre-assays Why not let the lab assay data do the promotion"  
[X Link](https://x.com/anyuser/status/1855578195388469619)  2024-11-10T11:48Z [----] followers, 13.9K engagements


"Another -90t reduction of #tin warrants today on the #SHFE. We move closer to only 6kt of contracted tin in the Chinese warehouses I reckon we will go below by weeks end"  
[X Link](https://x.com/anyuser/status/1861348432159670290)  2024-11-26T09:57Z [----] followers, [----] engagements


"Indonesia is rapidly running out of #tin roughly 5-years left using 70kt/yr average The decline in tin resources is also expected to drop in [----] with a total of [------] tons. Meanwhile tin mineral reserves in [----] are [------] tons estimated to reach [------] tons in 2024"  
[X Link](https://x.com/anyuser/status/1871854919348805698)  2024-12-25T09:46Z [----] followers, [----] engagements


"The new year in #tin doesnt start until the Chinese are back from holidays Its going to be a great year #Tin for the win"  
[X Link](https://x.com/anyuser/status/1887285646403719574)  2025-02-05T23:42Z [----] followers, [----] engagements


"LME #tin inventory levels havent dropped 4000t for 407-days since 6-July-2023. LME tin stocks are currently at 4060t. Having dropped -800t (-16%) in only [--] trading days. Where is the tin Where is it going to come from"  
[X Link](https://x.com/anyuser/status/1889896077987623044)  2025-02-13T04:35Z [----] followers, [----] engagements


"Huge drop in #SHFE #tin -1117t (-15.7%) WEEKLY drawdown #tin going to rip off this 🚀🚀🎉🔥"  
[X Link](https://x.com/anyuser/status/1890303600460710268)  2025-02-14T07:34Z [----] followers, [----] engagements


"$AFM.V s #tin mine is now being referenced on non-mining accounts talking about #M23 liberating people who were shifted by mine referencing gaining mine international attention. Not good Wishing safety to all workers and management"  
[X Link](https://x.com/anyuser/status/1899402268434387400)  2025-03-11T10:09Z [----] followers, [----] engagements


"$AFM.V goes into trading halt as social media reports #m23 rebels at the #tin mine. If it is what we think - I wish all those on site the safest of exits and a safe and quick resolution. For those who called @TinFormer_News and I fear mongers we called it right from the start"  
[X Link](https://x.com/anyuser/status/1900162141245890757)  2025-03-13T12:28Z [----] followers, [----] engagements


"So #tin buyers in China are refusing to buy tin with the recent price due to supply disruptions. Social inventories of tin are low and most buyers are reportedly buying just-in-time. WTF they doing Tin aint going to drop out of Myanmar trees suddenly. Tin Saueeze incoming"  
[X Link](https://x.com/anyuser/status/1901519501365301339)  2025-03-17T06:22Z [----] followers, [----] engagements


"Looks like only 6% of [---------] applicable shareholders accepted Mangkon Roads offer for Greentech shares. $MLXs buyout offer still on the table - things could get interesting now #tin"  
[X Link](https://x.com/anyuser/status/1902882838745321479)  2025-03-21T00:39Z [----] followers, [----] engagements


"Not bad $MLX.AX But I expect more #tin"  
[X Link](https://x.com/anyuser/status/1906498462574850488)  2025-03-31T00:07Z [----] followers, [----] engagements


"Malaysian Smelting Corp #MSC going offline right now is massive with the precarious state of tin supply. It is the 5th largest #tin smelter in the world and a big supplier into the #LME warehouses at Port Klang. If I was a downstream manufacturer Id be panic buying"  
[X Link](https://x.com/anyuser/status/1907937769990812071)  2025-04-03T23:26Z [----] followers, [----] engagements


"This is no hit piece - these are the words of an analyst who has followed and backed $AFM.V for years. He even participated in the Bisie #tin site visit last year. Hes fed up with managements lack of disclosure AND the disparity between what Denham knows and all other SHs #Tin Under Siege: Hallgarten & Co. Warns on Alphamins Uncertain Future in #Congo https://t.co/3lq5WdXjlA cc: @In8News @hallgartenco #criticalminerals #alphamin #Tin Under Siege: Hallgarten & Co. Warns on Alphamins Uncertain Future in #Congo https://t.co/3lq5WdXjlA cc: @In8News @hallgartenco #criticalminerals #alphamin"  
[X Link](https://x.com/anyuser/status/1909360927822188854)  2025-04-07T21:41Z [----] followers, [----] engagements


"Strong double green #tin day. Are we overlooking all the noise today - and focusing on fundamental tin supply vs demand numbers Certainly looks like it"  
[X Link](https://x.com/anyuser/status/1911592612865450187)  2025-04-14T01:29Z [----] followers, [----] engagements


"LME #Tin inventories just dropped approx -8% in a day less than 2.85kt available. Indonesia not exporting. Why @Abeng_babel MSC offline due to gas explosion. DRC con yet to show up and Myanmar delayed further due to inability to export. Surely tin price up from here $MLX.AX"  
[X Link](https://x.com/anyuser/status/1912063313657368968)  2025-04-15T08:39Z [----] followers, [----] engagements


"The worlds largest exporter of #tin ingots (Indonesia) just whacked tariffs on all ingot exports: - 3% US$20k - 5% between US$20k - US$30k - 7.5% between US$30k - US$40k - 10% US$40k Currently this tariff adds US$2325/t to each tonne of tin bought. China main buyer. Indonesian Government Regulation PP Nomor [--] tahun [----] concerning Types and Tariffs of Non-Tax State Revenues Tin Ingot: HMA US$20000 is subject to a tariff of 3% of the price per ton. - US$20000 HMA US$30000 is subject to a tariff of 5% of the price per ton. #tin https://t.co/9rzX0rg9MT Indonesian Government Regulation PP Nomor"  
[X Link](https://x.com/OG_TINBARON/status/1912626572248633488)  2025-04-16T21:58Z [----] followers, [----] engagements


"#tin supply/demand update MUST read: - March Ore/con imports -64% yoy - Jan-March ore/con imports -55% yoy - Africa now 46% source of con - Myanmar 2H [----] resumption earliest - March Metal imports +146% - March Metal exports -30% - 80% Metal imports from Indonesia"  
[X Link](https://x.com/anyuser/status/1916414312668893216)  2025-04-27T08:49Z [----] followers, [----] engagements


"ONLY 1985t #tin in #LME warehouses Less than 2-days of tin left after a -100t (-4.8%) drop in warehouse stocks reported today"  
[X Link](https://x.com/anyuser/status/1942499388372189309)  2025-07-08T08:21Z [----] followers, [----] engagements


"LME tin inventory just dropped a massive 6.4% in a single day Only [----] tonnes of #tin remaining in #LME warehouses 🫨"  
[X Link](https://x.com/anyuser/status/1953025130986197017)  2025-08-06T09:27Z [----] followers, [----] engagements


"Indonesia to increase #tin royalty above 3%"  
[X Link](https://x.com/anyuser/status/1809783904007778412)  2024-07-07T02:58Z [----] followers, [----] engagements


"#PTTimah #Tin Corruption investigation continues to take scalps and assets The AGO has named [--] suspects. Eight of them have entered the trial stage - and asset seizures are being made. Indonesia will never produce 70000t of #tin again https://voi.id/en/amp/409534 https://voi.id/en/amp/409534"  
[X Link](https://x.com/OG_TINBARON/status/1826087486982123811)  2024-08-21T02:42Z [----] followers, [----] engagements


"Let the latest #tin news out of China sink in: Chinese plants re-processing #tin tailings due to low shortage of Ore. Without a restart of Myanmar production some beneficiation plants will have no ore to process"  
[X Link](https://x.com/anyuser/status/1840601801068089690)  2024-09-30T03:57Z [----] followers, [----] engagements


"-105t #SHFE #Tin Warrants today 10th October warrants have dropped -7356t in 49-days (-150t avg. daily). Only 7085t of Warrants remaining on SHFE maybe tomorrow we go below 7k of tin The downward trend remains - despite historically high prices"  
[X Link](https://x.com/anyuser/status/1844292709424693417)  2024-10-10T08:23Z [----] followers, [----] engagements


"LME #tin inventory dropped a HUGE -475t (-13.4%) yesterday to only [----] mt. All drawn out of the Port Klang (Malaysia) #LME warehouse. I have been tracking this data since [----]. and i don;t have a record of a daily drop that large. Destination China"  
[X Link](https://x.com/OG_TINBARON/status/1905034244034048430)  2025-03-26T23:08Z [----] followers, 13K engagements


"@Steven_Oldani Thanks @Steven_Oldani Can you tell me the most recent date that there was a drop over -475t"  
[X Link](https://x.com/OG_TINBARON/status/1905039093534527973)  2025-03-26T23:28Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing