2027 Agenda

No tin, no chips: Why AI and defence can’t overlook this metal

Most investors are currently chasing copper, lithium and rare earths. And few are chasing tin. Yet without tin, semiconductors cannot be assembled, electronics cannot function and the technologies shaping the modern economy simply do not work. From AI infrastructure and robotics to advanced military systems and renewable energy, tin has quietly become one of the most strategically important materials on the planet. Despite growing demand and repeated supply disruptions, the commodity remains largely overlooked by investors.

Is the market dramatically underestimating tin's future importance?

The big questions

• Why do investors still overlook tin?
• Is the world heading for a strategic tin shortage?
• Could AI become a bigger demand driver than EVs?
• How exposed are defence and semiconductor supply chains to tin?