> However some Chinese demand will definitely be met by CXMTs product displacing western suppliers - so maybe there is a tiny bit of relief for western consumers there.

I recall years of hints that the affordable housing crunch would eventually be helped by developers - even tho they're only building tons of not-affordable housing.

We're five years in. No meaningful change is visible from the perspective of folks who need affordable housing.

Based on that lesson, I expect what CXMT does there to have no meaningful effect here.