LyondellBasell CEO Sees a Potential Shift in Global Trade Patterns

The transcript discusses the impact of trade pattern shifts on polyethylene imports, highlighting the flexibility of businesses in managing supply chains. It examines the potential effects of the trade war on US petrochemical investments and market dynamics. The conversation also explores China's demand for polyethylene and the global supply balance. Additionally, it addresses the impact of tariffs on US chemical manufacturers and the implications for long-term investment decisions.

What factors should be considered when assessing the global supply-demand balance?

How do long-term investment decisions in the chemical industry get affected by trade policies?