Weekly Thematic

Aramco, Sasol and? – Structural Change In Basic Chemicals
June 22, 2020
Companies Mentioned:
Aramco, SABIC, Dow/Sadara, ExxonMobil, Motiva, Sasol, LyondellBasell, CP Chem, Ineos, Westlake, Indorama, Reliance, Petronas
Commodities Mentioned:
Subjects Covered:
Consolidation, Joint Ventures, Oil to Chemicals

C-MACC Perspectives No 19


Aramco, Sasol and? – Structural Change In Basic Chemicals

  • While expected, the completion of the SABIC acquisition by Aramco last week could drive meaningful and not necessarily helpful change for much of the chemical industry – given Aramco’s global expansion ambitions in Chemicals.
  • Separately, as bids emerging for a share in the Sasol facility in Lake Charles, a different scale of transaction and driven by very different motivations, we discuss motivations and what might make sense for a buyer.
  • Early signs of what is coming as companies likely emerge from this downturn with different perspectives, growth estimates and different stakeholder priorities.

See PDF below for all charts 

Client Login

Learn About Our Subscriptions and Request a Trial

to gain full access and experience our services!

Request a Free Trial