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“The chemical industry is the industry of the industries. It contributes to over 96% of manufactured goods. It is a cornerstone of the EU’s industrial resilience and competitiveness. Chemicals are crucial for a wide range of applications in strategic sectors such as defence, cleantech and digital. Europe therefore needs to keep a strong chemicals industry.”
European Commission, 8 July 2025
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Hormuz disruption set to increase its impact
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FX Strategies Asia | 19 Nov 2025
RealVision | 18 Nov 2024
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Oil product shortages and price hikes seem inevitable as Gulf War moves into 6th month
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Paradigm Shifts 
These paradigm shifts are also reinforcing each other. The Ukraine war, for example, means Western governments are accelerating the move to renewables so as to reduce Russian influence on energy markets. This development adds to the value of timely analysis and good judgement.
RESHORING SUPPLY CHAINS

Geopolitics and tariff wars are disrupting global supply chains and encouraging ‘local-to-local’…
THE CLEAN INDUSTRIAL DEAL

The economy is seeing major change as a result of geopolitical conflicts and de-industrialisation..
ADVANCED MANUFACTURING

Reshoring highlights the need to accelerate the use of proven modern technologies which can…
FINANCIAL MARKETS

Governments are refocusing on fiscal policy as housing and stock market bubbles begin to….



