特朗普关税重锤！欧洲化工业复苏再遭“劫”

Group 1 - The European chemical industry is facing significant turmoil due to at least 15% import tariffs imposed by the US on EU goods, impacting major clients in the automotive, machinery, and consumer goods sectors [1] - Following a 22% decline in Q2, European chemical companies are expected to see a further 5% drop in profits in Q3, as many clients are delaying orders [1] - BASF, the world's largest chemical manufacturer, has lowered its full-year performance expectations, citing that some clients are placing orders only weeks in advance instead of the usual three to four months [1] Group 2 - The European Commission has committed to supporting the domestic production of strategic chemicals like ethylene and propylene, but industry insiders are skeptical about the effectiveness of these measures given the existing impact of US tariffs [2] - The EU's carbon neutrality goals, outlined in the European Climate Law, are facing challenges as the carbon costs continue to rise, with ETS certificate revenues reaching nearly €29.1 billion in 2023 [2] - Smaller European chemical companies are struggling as suppliers withdraw from transactions due to pessimistic outlooks, with uncertainty leading to a difficult Q3 for companies like Lanxess [2]