Chinese soda ash industry slumps as overcapacity bites

By Siobhan Lismore-Scott, Albert Li IM analyst, Shanghai
Published: Wednesday, 24 September 2014

China’s real estate bubble and its inevitable deflation has impacted the Chinese industrial minerals market severely. Both titanium dioxide (TiO2) markets and soda ash have been highlighted over the last week as being impacted by the lull in construction and it is hard to see when, or if, this market will turn around.

Presentations delivered at the 2014 World Soda Ash Conference in Shanghai, China, have revealed that the Chinese soda ash industry is undergoing a slump.

Delegates and speakers at the industry event, which was held over three days last week, attributed the sluggish market to overcapacity and a lack of demand from the...

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