• Episode 1267: Think Tank: Global chemicals at tipping point as CEOs react to persistent downturn

  • 2024/10/31
  • 再生時間： 59 分
  • ポッドキャスト

Episode 1267: Think Tank: Global chemicals at tipping point as CEOs react to persistent downturn

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  • サマリー

  • More chemical industry leaders are making bold strategic decisions to combat a multi-year downturn, driving their companies to focus on areas where they can seize a competitive advantage.

    - China-driven overcapacity could imbalance global supply/demand until 2030

    - Need for large-scale capacity closures to balance market

    - Companies can choose to focus on commodities or become specialty/low carbon players

    - CEOs waking up to the need for a radical examination of their assets and strategies

    - A trickle of announcements about closures and restructurings turning into a flood

    - Leaders such as BASF, Dow, LyondellBasell, Versalis take bold steps to reduce their commodity footprint in Europe

    This is the audio podcast version of a special ICIS Think Tank Live webinar recorded on 30 October.

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あらすじ・解説

More chemical industry leaders are making bold strategic decisions to combat a multi-year downturn, driving their companies to focus on areas where they can seize a competitive advantage.

- China-driven overcapacity could imbalance global supply/demand until 2030

- Need for large-scale capacity closures to balance market

- Companies can choose to focus on commodities or become specialty/low carbon players

- CEOs waking up to the need for a radical examination of their assets and strategies

- A trickle of announcements about closures and restructurings turning into a flood

- Leaders such as BASF, Dow, LyondellBasell, Versalis take bold steps to reduce their commodity footprint in Europe

This is the audio podcast version of a special ICIS Think Tank Live webinar recorded on 30 October.

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