๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†'๐˜€ ๐—ž๐—ก๐—ข๐—ช๐—Ÿ๐—˜๐——๐—š๐—˜ ๐—ฆ๐—ต๐—ฎ๐—ฟ๐—ฒ : ๐—ง๐—ต๐—ฒ ๐Ÿฎ ๐—–๐—ฒ๐—ป๐˜๐˜€ ๐˜๐—ผ ๐˜๐—ต๐—ฒ ๐——๐—ผ๐—น๐—น๐—ฎ๐—ฟ!

๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†'๐˜€ ๐—ž๐—ก๐—ข๐—ช๐—Ÿ๐—˜๐——๐—š๐—˜ ๐—ฆ๐—ต๐—ฎ๐—ฟ๐—ฒ

๐—ง๐—ต๐—ฒ ๐Ÿฎ ๐—–๐—ฒ๐—ป๐˜๐˜€ ๐˜๐—ผ ๐˜๐—ต๐—ฒ ๐——๐—ผ๐—น๐—น๐—ฎ๐—ฟ!

The collapse of KEM ONE’s debt valuation is a stark wake-up call for the European chemical industry.


As Chinese overcapacity floods the market with cheap #PVC, the ripple effects extend far beyond the balance sheet. A potential production slowdown at #KemOne threatens the entire integrated value chain:


๐Ÿ”น Ethylene Demand Drop: As a major consumer, any scale-back by Kem One hits upstream crackers (Feyzin, Berre, Lavera) hard, destabilizing regional

#ethylene balance.

๐Ÿ”น The #Chlorine & Caustic Soda Void: PVC isn't just about plastic; it’s the engine for chlorine and caustic soda value chain. A halt here disrupts critical supplies for water treatment, pharmaceutical, pulp and paper, and detergents.

A potential disastrous domino effect.


When a cornerstone of the European supply chain is devalued to "2 cents," the real cost is measured in the fragility of our industrial independence.


source : Romain Cazenave


#Chemicals #PVC #EuropeIndustry #INEOS, #TotalEnergies #LyondellBasell #AEQUITA, #Cefic



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