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

Will Beacham


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.

Click here to listen to the podcast

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.

ICIS is organising regular updates to help the industry understand current market trends. Register here.

Read the latest issue of ICIS Chemical Business.

Read Paul Hodges and John Richardson’s ICIS blogs.

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


ICIS Premium news service

The subscription platform provides access to our full range of breaking news and analysis

Contact us now to find out more

Speak with ICIS

Now, more than ever, dynamic insights are key to navigating complex, volatile commodity markets. Access to expert insights on the latest industry developments and tracking market changes are vital in making sustainable business decisions.

Want to learn about how we can work together to bring you actionable insight and support your business decisions?

Need Help?

Need Help?