Episode 1375: PODCAST: Chemicals sector downcycle could run and run
·       Global trade increasingly driven by politics·      &nb...
ICIS - chemical podcasts · ICIS - chemical podcasts
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Show Notes
· Global trade increasingly driven by politics
· Years of low inflation have distorted markets by allowing unprofitable companies to stay in business
· Global trade terms clearer but the impacts to supply chains still unfolding
· Demographic shifts continue to rise up policymaker agendas
· Trade relationships and the path of AI development are key factors for the sector in future
· At current trajectory, chemicals down-cycle could run for years