Episode 1488: Think Tank: War boosts Q2 chemicals but risks mount for rest of year

After a strong Q2, chemical companies face an uncertain second half beset by weak demand, potential feedstock shortages and River Rhine disruption.

-          European chemical profits rose sharply in Q2

-          Producers upgrade full-year earnings forecasts

-          Q2 gains driven by conflict-led pricing, margins

-          Demand weak across key sectors

-          Little momentum seen after Q2 uplift

-          Outlook clouded by geopolitical uncertainty

-          Rhine drought threatens logistics and supply

-          More force majeures possible in Europe