McKinsey: A New Paradigm for Value Creation in Chemicals

After years outperforming the rest of the market, the chemicals industry is now structurally underperforming in terms of total shareholder returns. It remains uncertain whether the current dynamics will lead to a return to normal cycles that the industry has experienced over the last several decades or whether the factors behind today’s conditions represent lasting structural changes that will reshape the chemicals industry. To address this trend, the industry will need to reprioritize and act boldly.