Sunday Executive Summary
Our theme around the possible need for backward integration for all basic chemical producers as energy transition evolves was validated by INEOS this week.
INEOS
February 26, 2023
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Our theme around the possible need for backward integration for all basic chemical producers as energy transition evolves was validated by INEOS this week.
INEOS
European chemical producers face the challenges of a global production cost disadvantage and a generally mature consumer growth profile, spurring some to make aggressive strategic
As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide.
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