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thelastgallontoday at 3:26 AM1 replyview on HN

It makes sense, CXMT takes as much profit as possible, then use that money to build more capacity, ultimately becoming one of the biggest competitor (only?) to the cartel.


Replies

crotetoday at 3:53 AM

As of Q1 2026: 90% market share for the Big Three, 8% CXMT, 2% everyone else. And CXMT was only 3% Q1 2025.