The Growing Importance of Food Security | Christopher Ecclestone
Christopher Ecclestone, principal and mining strategist at Hallgarten & Company, analyzes the global fertilizer market amid geopolitical disruptions linked to war and potential shipping constraints through the Strait of Hormuz. He examines supply challenges for petrochemical-based fertilizers, particularly urea and nitrogen products, alongside knock-on effects affecting potash and phosphates. Ecclestone also discusses the vulnerability of…
Christopher Ecclestone Predicts Silver as 2026 Best Performer
Christopher Ecclestone Predicts Silver as 2026 Best Performer
Tin Time: Episode 2 with Metals X Director, Brett Smith
Brett Smith, Executive Director of Metals X, outlines the company’s focus on tin and its joint ventures, including the Renison tin mine in Tasmania. Metals X works with Yunnan Tin, the world’s largest tin producer, which provides technical and operational expertise. Key growth projects include Rentails, which will increase production capacity using hydraulic mining for…
Tin inventories can’t go lower
Mark Thompson discusses the tin market, highlighting the critical low inventory levels, with only 3-3.5 weeks of stock available. He attributes the recent 30% price increase to shrinking supply from countries like Indonesia and Myanmar, coupled with growing demand in sectors such as electronics and solar. “With limited tin supply and no new mines coming…
Commodity Roulette with Christopher Ecclestone
Christopher Ecclestone, founder of Hallgarten & Company, shared his insights on the potential consequences of the upcoming US election on commodity markets. He noted that a Trump victory could have “cataclysmic” effects, especially in relation to his stance on electric vehicles (EVs) and international affairs. Ecclestone explained that Trump’s policy of reducing international engagement could…
Cornish Metals, Opportunity to Significantly add Tin Resources
Cornish Metals, Opportunity to Significantly add Tin Resources