Virtual Event
REPLAY

Chemicals in 2026: Prolonged downturn in commodities delays sector recovery

Click to register for the on-demand.
Click to register for the on-demand.

The chemical industry will continue to suffer from oversupply, weak industrial and consumer demand in 2026. Companies are restructuring and closing capacity to improve profitability, but cash flows and credit metrics remain weak, driving negative rating actions.  

In this webinar, panelists explored key drivers shaping the chemical industry, identifying subsegments that are closer to recovery, while explaining our rating actions and global structural pressures, particularly in Europe. 

Topics included: 

  • Which sub-sectors will remain in the trough longer and which will recover sooner? 
  • How will China’s involution policy impact future supply? 
  • What are ongoing impacts and long-term consequences of the conflict in the Middle East?
  • What are our expectations for European chemical producers over the next two years? 
  • How will the downturn reshape the industry through M&A and divestitures? 


If you have any questions, please contact sandra.fung@moodys.com.

Speakers

Karen Berckmann

Karen Berckmann

Associate Managing Director, Corporate Finance Group

Moody's Ratings

John Rogers

John Rogers

Senior Vice President, Corporate Finance Group

Moody's Ratings

Anastasija Johnson

Anastasija Johnson

Vice President - Senior Credit Officer, Corporate Finance Group

Moody's Ratings

Jiming Zou

Jiming Zou

Vice President - Senior Credit Officer, Corporate Finance Group

Moody's Ratings

Janko Lukac

Janko Lukac

Vice President-Senior Analyst, Corporate Finance Group

Moody’s Ratings

Chris Scott

Chris Scott

VP- Senior Analyst, Corporate Finance Group

Moody's Ratings

Roberto Pozzi

Roberto Pozzi

Senior Vice President, Corporate Finance Group

Moody’s Ratings

Mike Zhu

Mike Zhu

Vice President - Senior Analyst, Corporate Finance

Moody's Ratings

Mikhail Shipilov

Mikhail Shipilov

Vice President-Senior Analyst, EMEA Corporate Finance

Moody's Ratings

Carolina Chimenti

Carolina Chimenti

VP-Senior Analyst

Moody’s Ratings

Join us online for Chemicals in 2026: Prolonged downturn in commodities delays sector recovery
Click to register for the on-demand.

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