PODCAST: Net zero, supply glut create opportunities for chemicals M&A

BARCELONA (ICIS)–The low-carbon agenda and global overcapacity could bring new assets to the table for chemicals mergers & acquisitions (M&A).

• Major upturn in global chemical M&A in Q2
• Carbon-intensive assets require low-carbon plan or risk lower valuation
• New M&A opportunities in chemical recycling, hydrogen
• Global oversupply could bring more assets to market
• Pick right moment in cycle to avoid value destruction
• If industry conditions stabilise, planning for M&A will get easier

In this Think Tank podcast, Will Beacham interviews Guus Greve, podcaster and former head of global downstream and renewables M&A for Shell, and ICIS insight editor Nigel Davis.

Editor’s note: This podcast is an opinion piece. The views expressed are those of the presenter and interviewees, and do not necessarily represent those of ICIS.

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Listen to Guus Greve’s The Mergers and Acquisitions Podcast.