Disruptionproduction halt · October 30, 2026

Timah records a 55 percent increase in ore production

Tin ore output rose sharply, increasing potential supply of tin feedstock.

The trace

How it reaches your house.

Starting from PT Timah, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.

First impact
Float Bath Tin (refined tin metal) →Stands to benefit
PT TimahTINS.JK
This is the company behind the reported production surge, and as a listed supplier of refined tin metal it should benefit from higher output.
89% confidence
Refined Tin →Prices ease
China
China accounts for 52% of the exposed downstream share, so the higher refined tin supply should materially ease feedstock prices there.
86% confidence
Refined Tin →Prices ease
Canned and shelf-stable foods
This good has a 0.55 dependency strength on refined tin inputs, so more refined tin should lower packaging-material costs.
82% confidence
PT Timah →supply up
Float Bath Tin (refined tin metal)
PT Timah's production surge should raise availability of its tin-metal output, and this edge is a relatively concentrated, hard-to-replace supply link (8% share, low substitutability, long replacement lead time).
81% confidence
PT Timah →supply up
Refined Tin
The higher ore/metal production reported for PT Timah points to more refined tin feedstock, though the edge is somewhat more substitutable and the market share is smaller than the float-bath tin link.
80% confidence
Refined Tin →Prices ease
Yunnan Tin Co., Ltd.000960.SZ
With a 25% share of the exposed demand for refined tin, the supply increase should ease its input costs.
75% confidence
Yunnan Tin Co., Ltd. →supply up
Refined Tin
Timah's higher ore output should ease upstream tin feedstock availability, and this is Yunnan Tin's direct tin-metal input with substantial share and moderate replacement friction.
69% confidence
Float Bath Tin (refined tin metal) →supply up
Glass and windows
Float Bath Tin is a critical input for this good, so more refined tin availability should ease the constraint and improve availability.
61% confidence
Hop 2
Glass and windows →supply up
Float Bath Tin (refined tin metal)
Timah’s higher ore output should increase availability of tin feedstock, and glass and windows is highly dependent on float bath tin as a critical input.
79% confidence

Where it lands

What you buy, and what you own.

Goods you buy

Canned and shelf-stable foods · Glass and windows

Companies you may own

TINS.JK000960.SZ

Tap a company to see what it told the SEC could break it.

In the MyPRIA app, this is checked against your own holdings.

How it reaches your house.

First impact

Float Bath Tin (refined tin metal) →Stands to benefit

PT TimahTINS.JK

This is the company behind the reported production surge, and as a listed supplier of refined tin metal it should benefit from higher output.

89% confidence

Refined Tin →Prices ease

China

China accounts for 52% of the exposed downstream share, so the higher refined tin supply should materially ease feedstock prices there.

86% confidence

Refined Tin →Prices ease

Canned and shelf-stable foods

This good has a 0.55 dependency strength on refined tin inputs, so more refined tin should lower packaging-material costs.

82% confidence

PT Timah →supply up

Float Bath Tin (refined tin metal)

PT Timah's production surge should raise availability of its tin-metal output, and this edge is a relatively concentrated, hard-to-replace supply link (8% share, low substitutability, long replacement lead time).

81% confidence

PT Timah →supply up

Refined Tin

The higher ore/metal production reported for PT Timah points to more refined tin feedstock, though the edge is somewhat more substitutable and the market share is smaller than the float-bath tin link.

80% confidence

Refined Tin →Prices ease

Yunnan Tin Co., Ltd.000960.SZ

With a 25% share of the exposed demand for refined tin, the supply increase should ease its input costs.

75% confidence

Yunnan Tin Co., Ltd. →supply up

Refined Tin

Timah's higher ore output should ease upstream tin feedstock availability, and this is Yunnan Tin's direct tin-metal input with substantial share and moderate replacement friction.

69% confidence

Float Bath Tin (refined tin metal) →supply up

Glass and windows

Float Bath Tin is a critical input for this good, so more refined tin availability should ease the constraint and improve availability.

61% confidence

Hop 2

Glass and windows →supply up

Float Bath Tin (refined tin metal)

Timah’s higher ore output should increase availability of tin feedstock, and glass and windows is highly dependent on float bath tin as a critical input.

79% confidence