Episode 1384: Think Tank: EPCA '25 - Focus on cash, feedstocks, consumer trends amid shifting industry landscape
Industry leaders should concentrate on cash, security of raw materials and trends which will driv...
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Show Notes
Industry leaders should concentrate on cash, security of raw materials and trends which will drive chemicals demand as tough conditions continue in Europe.
- Preserve cash, keeping debt under control in this tough environment
- Focus on securing feedstocks amid upstream closures
- Identify consumer trends, future customer needs
- Tentative signs of improvement for Europe’s economy
- Expect more closures across the region
- Oxford Economics forecasts return to growth from mid-2026
- Southern Europe ports may get busier as more imports flow from Middle East, Asia
- Sustainability has to be about affordability
- Market talk of some aviation fuel buyers opting to pay a fine for undershooting sustainable aviation fuel (SAF) mandates due to the cheapness of conventional fuels