GOT YOUR VITAMINS?

Second order effects of this incredible and rapid de-globalisation taking place. Did you know (I didn’t) that China and the EU are about 60/40 for global market share of vitamin E production?

Vitamin E Oil Capsules

Take a look at this breakdown:

EU has 65% of A, and CN/EU/IN split B3 about equally.

China is dominant in:

  • 100% for B7, B12, and B9
  • 93% for D3
  • 90% for B1 and B6
  • 85% for C
  • 80% for B5
  • 65% for K
  • 50% for B2

The reason I found this and what makes it important is because BASF just mentioned they may have to shut their German plant because — deep breath — electricity.

If you’re not aware, BASF is a German multinational chemical company and the largest chemical producer in the world. They produce animal feedstock (food shortages anyone) and vitamins.

CapEx-Logo-Our-World-This-Week

Leave a Reply