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Goldman Sachs projects 46% CAGR for Chinese advanced chip production through 2035
South China Morning PostLO·CN · US·2 days ago
Sinopec executives anticipate easing demand pressure for petroleum products in 2H 2026, projecting continued earnings growth despite ongoing regional instability in the Middle East and competition from alternative energy sources. The forecast suggests a degree of insulation from geopolitical supply chain disruptions, though the reliance on Middle Eastern crude remains a structural vulnerability.