We can safely assume that the QD demand is rising. It is possible for DOW and others to possibly subcontract QMC for QD supply. This is speculation only since QMC has not given details.
In reasonable assumptions of RFP specifications there would be a minimal requirement. Thus multiple sources can open the door for competition and better price points. What design engineer would not consider an out of the box approach? The sky is the limit and is not headed toward soil. If anything look back one year and see all the positive developments across the board, from there to here. TGIF
Over 30,000 KGs are required by 2016..Where are these amounts going to come from? Look at all competitors and figure it out..it will not come from one source and they will buy from whoever can achieve the best in price and quality. .that is basic business.. we WILL be a supplier..zero doubt.