Europe’s Chlor-Alkali Reset: Why the Vinyls Downturn Is More Than a Cycle
Hira Saeed
More insights from the recent World Chlor-Alkali Conference reveal an industry in flux. Europe’s chlor-alkali and vinyls markets are facing a reset. What began as a period of weak demand and margin pressure is increasingly looking like a structural adjustment, shaped by subdued PVC consumption, high production costs, shifting trade flows, and capacity rationalization.
