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Episode 1268: Think Tank: Chemical company leaders will look beyond US election result
- 2024/11/05
- 再生時間: 24 分
- ポッドキャスト
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サマリー
あらすじ・解説
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