Future Winners in today’s New Normal world will be those companies that realise that the key question is no longer, “Do we have low-cost supply?” It is instead “Do we have a customer who is willing and able to buy from us”.
Chemicals and the Economy
All happy property owners are alike, each unhappy owner is unhappy in their own way
“The entire commercial real estate space has to reset. No one really knows where the values are…You can’t raise rates this quickly and not expect a financial shock. We’re already working on transactions at 50% on the dollar: the equity is wiped out and half of the loan is wiped out.”
Western automakers face a race to catch up as Chinese EVs arrive
Automakers have very little time – maybe as little as 5 years – to reposition themselves to meet today’s market needs. They need to develop an integrated EV supply chain. And they also need to follow Stellantis’ lead and go back to selling affordable cars costing €25k.
Rethinking, repositioning and restructuring are now essential for industry survival
Resilience requires companies to refocus downstream and diversify their portfolio. They also need to be clear about the value proposition for their target market – are they providing Value, or Luxury? Rethinking, repositioning and restructuring are now all key to survival and future profit.
The Antwerp Declaration is set to transform Europe’s chemical industry
Restructuring, repositioning and rethinking are now essential for the industry’s survival.
Thinking ‘out of the box’ will deliver major revenue and profit growth in the New Normal world
We are living in very uncertain times. Major wars are underway in Ukraine and Middle East. And the concept of ‘Business as Usual’ is returning to the 1970s model – of disruption and military conflicts.
The demographic and peace dividends created by the Boomer SuperCycle are disappearing
Demand patterns are now changing rapidly. We now have a demographic deficit, rather than a dividend. And the peace dividend has also disappeared.
Used smartphones take 21% of global smartphone sales; Samsung declines as middle market disappears
These changes in demand patterns are not just impacting Apple and the smartphone market. They are already impacting suppliers to the market. And they are also starting to impact a vast range of other major consumer markets.
The energy transition powers ahead, as Electric Vehicle (EV) sales continue to ramp up
The mobility market is repeating the transformation seen a century ago when cars replaced stagecoaches. Autos are the world’s largest manufacturing industry, employing millions of people directly and in supply chains. Those companies that learn to ride the wave will likely be very successful for years to come.
Suez/Panama Canal disruptions confirm need for companies to move to ‘local for local’ supply chains
The growing disruption in the Suez and Panama Canals is set to encourage more companies to move to ‘local for local’ supply chains. These are not only more resilient, but also make firms more agile – and reduce their carbon emissions.
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