Markets punish big, diversified chemical companies more than specialties

Big diversified chemical companies are being punished much more by stock market investors than their specialty, solution-based peers, new research shows.

- Big diversified chemical companies punished much more than specialties
- Portfolios plays a big role in resilience of companies
- Nutrition, mobility, specialties, agriculture focus fare better
- Collapsing demand hits sectors like aerospace and automotive more than others
- Companies can speed up decision-making via smarter analysis of market data/intelligence
- R&D labs are becoming automated with staff remote-working
- Add value to molecules by offering service and solutions
- Energy transition solutions are attractive to investors
- China is now worth 30% of the global chemical market
- It is a huge export market but may become more self-sufficient
- New industry models based on value, affordability are needed
- Supply chains to become more circular, regional
Listen to this podcast interview with AD Little managing director Michael Kolk and his colleague, principal Rodrigo Navarro plus John Richardson, ICIS senior consultant for Asia.