Episode 1268: Think Tank: Chemical company leaders will look beyond US election result
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