Paul Hodges

Chairman of New Longville Consulting, contributing expertise on geopolitical and economic factors impacting the chemical industry.

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Jan 10, 2025 • 32min

Episode 1287: Think Tank: Top trends that will steer chemical industry in 2025

Nigel Davis from ICIS shares insights on chemical industry trends, while John Richardson analyzes global capacity and trade dynamics. Paul Hodges discusses how geopolitical factors will impact the market. They explore the troubling rise of global overcapacity and depressed demand. The conversation highlights the potential effects of Donald Trump's tariffs on trade and inflation. Plus, they delve into China's struggling economy and the challenges of misinformation. Amidst the chaos, they pinpoint growth opportunities linked to the low carbon agenda.