Eti Soda’s supply myth: how the market never moved to oversupply

By Michael Greenfield, Michael Greenfield
Published: Thursday, 17 May 2018

Fears that Eti Soda could create an oversupply in the soda ash market and send prices tumbling have not been realized, but questions remain about how the market so readily absorbed the additional tonnages that are being produced, and what will happen next.

The expansion of Eti Soda’s Beypazari asset and the Kazan Soda greenfield project, first announced in January 2013, has been the sole focus of the soda ash industry for many years, to the extent that the annual soda ash conference was once described to Industrial Minerals as "the Eti Soda...