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Will Supply Meet Demand
• Yes, in about 2–3 years time, if;
• Announced projects are commissioned as planned;
• Demand develops as forecast, but…
• No, not if;
• The tendency of delays of project start-ups and project completions seen
during the last years continue, or
• The demand exceeds the forecast (e.g. goals for economic growth in
many Chinese provinces exceeds the official goals set by the Central
Government in Beijing)
Sources: Industry Sources (e.g. SBB, RMG, AME)
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