Depending on the time frame they'll have a few years to make big dollars...You are right. I don't have a feel for when the 'tipping point' will come for isos. Dow and a few others have huge stakes in the iso market as well. They will fight outright ban and EPA's will give them latitude based on massive losses to these large corporations. I would think Wanhua has taken this into account but that's a big nut. At this time it feels like non-isos have a way to go (# of years ?) to reach critical mass...How long?
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