Changes in China
Oct 30, 2023•19 min•Ep. 107
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Episode description
Carmen Song, principal consultant at S&P Global Commodity Insights and lead author of a new report on the state of the chemicals sector in China, joins the podcast to discuss shifting currents in the Chinese industry. Topics include a capacity build-out amid oversupply, the impact of decoupling and trade restrictions, and China's energy transition.
To learn more about S&P Global's Chemical Strategic Reports, including the report on China, click here.
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