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OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.
The Chemical Downcycle: From Investment to Rationalization and M&As
OPIS Talks
25 minutes 1 second
5 months ago
The Chemical Downcycle: From Investment to Rationalization and M&As
May 22, 2025 • OPIS TALKS CHEMICALS:
Why has an industry that poured over a trillion dollars into new capacity over the past 25 years now shutting plants, slashing capex, and hunting for merger partners? In this episode of OPIS Talks, you’ll hear from Cornelia Schirber, VP, Consulting, for Chemical Market Analytics; Chuck Carr, VP, Consulting, for Chemical Market Analytics; and Tzyy Lok, Executive Director, Consulting, for Chemical Market Analytics. They explain the chemical downcycle, what makes the chemical industry so cyclical, and whether chemical demand is expected to continue to grow long-term.
OPIS Talks
OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.