Chemicals: European chemicals companies catching up with the US thanks to low oil prices

Who’s afraid of inflation? A corporate view

If commodity prices, wages or interest rates rise more than expected, some sectors are particularly at risk of a liquidity and profitability squeeze.

Global Trade Report – Battling out of supply-chain disruptions

When it comes to inputs from China, Europe is on the weak side of the tug-of-war against the US.

The big squeeze: supply disruptions pressure manufacturing margins in the US and Europe

Companies in Europe and the US could face a profit squeeze from Q4 2021 onwards as sustained supply-chain disruptions slow the manufacturing recovery.

Covid-19 to increase firms’ liquidity needs to a record USD8tn as payment delays and inventories surge

The prolonged supply-chain disruption likely due to future targeted lockdowns and companies’ precautionary stockpiling will push inventories up in H2 2020.

COP25: No such thing as a free lunch

The COP25 summit is likely to be a catalyst for tightening and intensifying climate change regulation, which could cost global industry nearly USD 2.5tn over the next ten years.

The chemical industry in Germany: challenging times ahead despite a recent gasp of relief

Chemicals: The chemical industry is a cyclical business highly dependent on the changes of the global economy and reliant on the cost of basic commodities, especially oil and gas