Table of contents
Distilling the mixed signals in China’s chemical market
Q1. What would be the impact on the chemical cycle if China’s GDP growth 1
were to slow?
Q2. Does the decline in China’s imports year to date suggest a fall in China’s 3
chemical demand?
Q3. What is the inventory level? 4
Q4. What is the expected capacity increase in China? What would be 5
the impact on the supply and demand balance?
Q5. What would be the impact of China’s WTO entry on the chemical sector? 7
Q6. What would be the impact of China’s anti-dumping tariffs? 7
Who would be potential key beneficiaries?
Appendix 11
Disclosures 17