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Surfing on the new industrial momentum

M

MEDIUM RISK for entreprises

  • Fragmentation

  • Internationalization

  • Capital Intensity

  • Profitability

  • Fragmentation

  • Internationalization

  • Capital Intensity

  • Profitability

  • Very diversified end markets softening the impact of external shocks on firms’ revenues
  • Asia’s rising middle class boosting demand for high value-added chemical products like cosmetics
  • Shale gas bonanza giving US (petro)chemical groups a competitive edge in terms of cheaper input costs
  • Chemical specialties sales bolstered by the strong activity level of two of its main outlets (automotive, electronics), on top of the high demand for hand sanitizers and household cleaning products (Covid-19 fallout)
  • Emerging opportunities in green technologies amid growing concerns around plastics use and waste
  • Automotive, construction and electronics outlets accounting for a quarter of global chemical sales
  • Policy proposals related to regulation, trade and sustainability
  • Agrochemical products hardly meeting people’s higher concerns about environmental safety
  • High capital intensity combined with high degree of WCR and CAPEX
  • Petrochemical sales sensitive to changes in plastics demand and ethylene prices accordingly

Key players

Country Role Sector risk
China

#1 market by revenue

B

Medium risk

United States

#2 market by revenue

B

Medium risk

Germany

#3 market by revenue

B

Medium risk

Japan

#4 market by revenue

B

Medium risk

South Korea

#5 market by revenue

B

Medium risk

India

#6 market by revenue

B

Medium risk