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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