Can the "fish" of fiberglass withstand the wind and waves?
The bigger the storm, the more expensive the fish! As the saying goes, fortune and honor are sought in danger.
The current fiberglass market isn't quite as dramatic, but it does have that vibe. The battle between upstream and downstream players is still ongoing, waiting to see who will collapse first.
The first wave of upstream activity has been effective. While it's still a bit short of the target, it's at least gaining momentum. If there aren't any "traitors" in the ranks, a second wave will soon follow.
Whether prices rise or fall temporarily isn't crucial; ultimately, it all comes down to supply and demand.