• Episode 1268: Think Tank: Chemical company leaders will look beyond US election result

  • Nov 5 2024
  • Length: 24 mins
  • Podcast

Episode 1268: Think Tank: Chemical company leaders will look beyond US election result

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  • Summary

  • Market forces and long-term trends such as global overcapacity and sustainability will have more impact on chemical companies than who wins the US presidential election.

    - Chemical companies driven more by long-term trends than government policy

    - Consumer demand for more sustainable products will drive chemical markets

    - US relies heavily on exports for its low-cost polymers

    - Donald Trump promises to hike tariffs by 10-20% on all imports, 60% on Chinese imports

    - Trump may ease US chemicals regulation, Kamala Harris may tighten

    - Questions over investments in the green transition
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