August 11, 2025 10:00 AM GMT Greater China Materials | Asia Pacific Fundamentals diverge for glass; raising bull cases on potential anti-involution While we think anti-involution is unlikely to occur in the glass sector, it would be more likely if energy consumption controls were implemented. This would be the most efficient way to lower market supply for float and solar glass, in our view, and we factor it into our bull case scenarios. Solar glass fundamentals improve: Solar glass supply has been tightenin ...