Generally chemical companies like Dupont and Dow Chemical have been constrained by a reduction in demand. Do you think they might also face supply constraints ? A concern was raised recently about titanium oxide. While it's demand for use in paints has been steadily increased, the supply of titanium from mining companies has considerably slowed down. This has created a problem for DuPont who is not able to service the entire demand for titanium oxide in the market.
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Generally chemical companies like Dupont and Dow Chemical have been constrained by a reduction in demand. Do you think they might also face supply constraints ? A concern was raised recently about titanium oxide. While it's demand for use in paints has been steadily increased, the supply of titanium from mining companies has considerably slowed down. This has created a problem for DuPont who is not able to service the entire demand for titanium oxide in the market.