Insight
European petrochemicals: The road to 2040
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
This insight evaluates the structural and geopolitical pressures reshaping Europe's chemicals industry out to 2040 using scenario analysis. By stress-testing shifting cost curves, competitor's financial advantages and the evolving protection gap, we demonstrate that capacity loss is inevitable across all modelled futures. Ultimately, policy design alone will determine whether Europe manages this decline strategically or faces unmitigated deindustrialisation.
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