Propylene

topic on 1 show · 1 statements across 1 episodes

1 statements about Propylene, every show

CAPITAL ALLOCATORS Prediction Open · timeframe Dec 2030

Lewinsohn: Chinese expansion will drive severe chemical market overcapacity by 2030

“If you look at the amount of ethylene and propylene that they're bringing on, and then go to 20 30 and shut all of the European and Japanese capacity, in 2030, you'd have more over capacity than you have now.”

Jonathan Lewinsohn Feb 2, 2026 ▶ 42:59 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)

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Propylene

1 statements about Propylene, every show

Turn any episode into a week of clips.