化工行业策略；价格上行、产能调整、最终销量下行_ The regional playbook for the chemical industry; Prices up, capacity adjustment, final volumes down_

ab 27 March 2026 Global Research Chemicals Sector The regional playbook for the chemical industry Prices up, capacity adjustment, final volumes down? Earlier this week, we hosted a call for investors during which we discussed how the conflict in the Middle East is impacting the chemical industry in each region. Cyclical chemical companies are currently increasing prices to compensate for higher costs, and those in Europe and the US may benefit from capacity closures in Asia given the lack of feedstock suppl ...