Paul Hodges

Joining the discussion is Paul Hodges, Chairman of New Normal Consulting and an expert in global economic trends impacting the chemical industry. He delves into the fragility of key economies, revealing that they aren't as robust as they seem. The rising challenge of China's polypropylene exports and the massive crisis due to European plant shutdowns is alarming. Hodges also highlights the urgent need for climate change action and how resilient innovation in the industry could pave the way for a sustainable future amidst these economic trials.

Dorothee Arns, Director General of the European Association of Chemical Distributors, discusses how the Israel/Iran conflict and other geopolitical issues are shaking up the chemical distribution sector. Paul Hodges, Chairman of New Normal Consulting, shares insights on the overcapacity crisis driven by China and the resulting volatility. The conversation highlights the urgent need for innovation and local sourcing to navigate these challenges. With prolonged uncertainty ahead, both guests emphasize the importance of agility in supply chains to mitigate risks and harness new opportunities.

Join Paul Hodges, a seasoned chemicals commentator, and Tom Brown, insight editor at ICIS European News, as they dive into the chaos of the US-China trade war. They discuss how chemical companies must shift their focus to market identification amidst rising tariffs and evolving economic landscapes. The duo highlights the influx of cheap materials from Asia, the potential recession looming over major economies, and the urgent call for CEOs to strategize within a 90-day window. Tune in for insights on navigating a turbulent market and the impact on global supply chains.