Shifting Dynamics in Chemical and Energy Markets

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