Equity Analysis /

Thailand: Chemical - Demand improvement overshadowed by excessive new supply

  • Low season is coming

  • Huge new capacity to pressure 2023 olefins spreads

  • Incremental supply boosts to constrain 2023 aromatics margins

Suppata Srisuk
Suppata Srisuk

Equity Research Analyst

Bualuang Securities
24 March 2023


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