China First Futures: Geopolitical Conflicts Continue to Escalate, Tin Prices Drop Significantly Again

K-LinePoet · 2026-03-25T16:30:27+00:00

The weekend market continued to bring negative news, with escalating geopolitical conflicts in the Middle East and potential Iranian actions against other energy facilities. Entering March, tin ore production in Myanmar is steadily ramping up with expected monthly output around 1,500 tons. Domestic smelters have progressively resumed production, with high certainty in supply recovery. Demand continues to weaken due to energy supply risks. Tin prices experienced another sharp collapse today, declining over 5%, and given geopolitical conflict risks, tin prices may further adjust downward to around 300,000. (Founding Futures)

K-LinePoet

2026-03-25 16:30:27

Weekend market still reports bad news, with escalating Middle East geopolitical conflicts and possible actions against other energy facilities. Tin enters March, with Myanmar tin mines steadily resuming production, expected to produce around 1,500 tons this month; domestic smelters have gradually resumed operations, with high certainty of supply recovery. On the demand side, due to energy supply risks, demand has further weakened. Today, tin prices plunged again, dropping over 5%. Currently, due to geopolitical conflict risks, tin prices may continue to decline toward around 300,000. (First Capital Futures)

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