China Jushi says electronic cloth supply stays tight, November prices undecided

China Jushi's comments matter because they come from a major supplier confirming that tightness in electronic cloth is a supply-side story, not just a demand blip — low inventories and order prioritization suggest buyers have limited leverage. The unresolved November pricing is the near-term signal: how that settles will show whether October's adjustment held or was a one-off. The company's own view that supply additions in 2027 will lag downstream demand growth extends the tight-balance thesis well beyond the current quarter, which is the more consequential claim. Whether that forecast survives scrutiny of actual capacity timelines is the open question.