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WhatMarketMinds @WhatMarketMind on x 1117 followers
Created: 2025-07-26 04:03:25 UTC
UBS' July 25, 2025 Chemicals Sector: Anti-involution in China may lead to capacity closures >20yrs old, boosting European chemicals like soda ash (Solvay), VAM (Wacker), caprolactam (BASF), acrylonitrile (Syensqo). Impact analysis. Full report? Sub to Patreon: #ChemicalsSector #AntiInvolution #ChinaCapacity #EuropeanChemicals #SodaAsh #VinylAcetate #Caprolactam #Acrylonitrile #CommodityChemicals #SupplyGrowth $BASF $SYEN $SOLV $WCH $DOW
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