罗兰贝格：2025年全球化工品行业战略抉择研究报告：蛰伏固守VS转型重置（英文版）

Since 2023, the global chemicals industry has been hit by a "perfect storm" of pressures that have created structural challenges: • China's excess capacity is disrupting global balance • US overbuilt to serve China, but China became self sufficient • Europe is losing competitiveness due to high costs • Western demand has softened alongside economic slowdown