Chemicals Search for a Bottom: Capacity, Credit Stress & Catalysts

Join us for an in-depth discussion on the evolving state of the European chemicals sector, featuring Winnie Cisar and Zachary Griffiths from CreditSights’ Global Strategy team, alongside Andrew Brady and Andrew Belton from the Basics research team, with special perspective from Peter Agra of LevFin Insights. Together, the panel will unpack where the chemicals market stands as the industry searches for a durable bottom.

The session will assess whether recent PMI stabilization can translate into a sustained recovery, explore the widening contrast between European capacity rationalization and North America’s feedstock advantages, and review key event risks shaping credit outcomes. Topics include the potential impact of the upcoming Supreme Court decision on Bayer Monsanto litigation, and the mix of market headwinds, capex, leverage and debt maturity risks at the INEOS family.

Following their remarks will be live Q&A, if you have any questions in advance please send to events@creditsights.com