European and Japanese capacity

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 2, 2026 by Jonathan Lewinsohn · across every show →

Everything said about European and Japanese capacity, oldest first

Feb 2, 2026 bearish

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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European and Japanese capacity

Everything said about European and Japanese capacity, oldest first

Turn any episode into a week of clips.