[ReportLinker] forecasts "above average growth" for ATH in electrical & electronics in the five-year period.
"Demand for ATH as flame retardant is increasing and we've been running behind the demand curve," he added.
He added that the recent temporary closure of Nashtec LLC, Nabaltec's US operation that used to produce ATH products for flame retardant use, "doesn't really play a role here", but noted that two main US facilities - Sherwin Alumina and Alcoa, Point Comfort - have closed down, while Noranda remains in Chapter 11, creating a situation of tight supply.
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