As the world faces one of the longest chemical downcycles and a shifting global dynamic, Kendall Justiniano, founder and managing director of GrowthArc Advisors, offers a compelling perspective on how companies in the chemical industry can navigate the challenges of sustainability and innovation in today's economic climate. Justin and The Chemical Show host Victoria Meyer discuss the importance of reassessing portfolios based on fundamentals.  

With a wealth of experience across various industry sectors, Kendall shares insights on tapping into untapped growth opportunities through strategic transformation, while maintaining a keen focus on the fundamentals of business growth. Victoria and Kendall discuss the evolving landscape of sustainability, exploring how companies can align their strategies with economic realities without compromising on long-term goals. They also highlight the need for chemical companies to bolster their core capabilities in market-driven innovation and commercial excellence, drawing parallels from lessons learned in the tech sector.  

 

Get ready to explore these topics in depth this week: 

• Chemical industry's current downcycle 
• Sustainability in a cost-constrained environment 
• Economic context and challenges in chemicals 
• China's structural economic issues 
• Risk assessment and portfolio management 

 

Killer Quote: "I think there's two things that really suggest that the China thing is over. It's structurally over... The other factor that you have is China is in the early stages of a population collapse." - Kendall Justiniano 

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