Europe isn’t losing its chemical industry; it is abandoning it. The region has the scale, the consumers, and the economic weight to compete. What it lacks is a clear vision and the will to act. Other regions show what an active industrial strategy looks like. Take Brazil. It is not a perfect model, but it is a clear reminder that governments still have levers, and some are willing to use them. Brazil’s Petrochemical Playbook: 1) Tariffs and Anti-Dumping Measures: Slow import surges and...

🏃‍♂️💨 Chemicals are winning the industrial marathon and according to the latest IEA World Energy Outlook, this lead is expected to extend through 2035. But why? Think of the industrial economy as a marathon: four runners, each with a different stride and stamina. 💉 Chemicals find their rhythm early. They don’t sprint; they pace. They reach people first: wrapping food safely, keeping water clean, providing soap for hygiene, and delivering vaccines through plastic syringes. By meeting...

Every cycle tests endurance. This one is separating the sprinters from the triathletes — and only those built for all three legs will still be standing when the market turns. As shown in the chart above, ExxonMobil Chemical has pulled into a clear lead, with Chevron Phillips Chemical Company and LyondellBasell pacing steadily behind. Dow and Shell Chemicals are losing ground as the cycle grinds on. Winners in petrochemicals aren’t made in the spotlight of one strong quarter —...