1 BaCO 3 Supply Producer Installed Capacity Comment China ~600 kty Manay producers; largest are Red Star and Xinji Solvay & CPC ~ 90 kty (depending on SrCO 3 production) Germany & India QGN, Brasil ~ 15 kty CPC, USA ~ 30 kty Not part of Solvay & CPC India ~20 kty Several small scale producers Total ~ 750 kty

2 BaCO 3 Total Demand (world, excluding China)

3 Market Development of Television Sets

4 Antidumping Case BaCO 3  Definitive measures on July 18th, 2005  Antidumping duties: €/t% of Chinese imports to the EU For all: For all: 54,455% Zaozhuang Yongli Chemical 8,1 9% Hubei Jingshan 6,336%  Provision to re-open case if the exports of one of the companies benefiting from lower individual rates increase by more than 30% in volume.  Antidumping duties to stay in place for a period of five years.

5 BaCO 3 Regional Demand for Non-TV Glass Applications (excluding China)

6 BaCO 3 Supply for Non-TV Glass Applications (excluding China)