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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1096 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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[china](/topic/china)

[Post Link](https://x.com/WhatMarketMind/status/1948957304533254244)