European Speciality Chemicals – Russian Gas Reliance & Long-term Competitive Positioning

  • Private Equity
  • Materials
  • Europe


Former senior executive at Nouryon Chemicals Holding BV


  • Reliance on Russian gas and ramp-down expectations across chemicals
  • Cost pass-through dynamics and expectations for most challenged end markets and chemicals
  • Long-term competitive positioning, including speciality chemicals' import-export dynamics in Europe, focusing on players such as BASF (ETR: BAS), Lanxess (ETR: LXS), Covestro (ETR: 1COV), Croda (LON: CRDA), Evonik (ETR: EVK), Nouryon and Ineos


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