P Equity Research 📰(@pequityresearch):HSBC: All CCL companies we met said demand was running ahead of supply, and none expected the market to balance before 2029. There was unanimous agreement that demand, particularly from AI, would remain strong, while shortages of critical materials such as glass fabric remain a supply bottleneck and, in some cases, have left CCL makers underutilised.

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2026.10.30 13:00

HSBC: All CCL companies we met said demand was running ahead of supply, and none expected the market to balance before 2029. There was unanimous agreement that demand, particularly from AI, would remain strong, while shortages of critical materials such as glass fabric remain a supply bottleneck and, in some cases, have left CCL makers underutilised.