Episode 1375: PODCAST: Chemicals sector downcycle could run and run
Update: 2025-08-22
Description
· 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
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