Surviving the Chemical Down Cycle: Strategies for Sustainability and Innovation - Ep. 211

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  Subscribe to The Chemical Show on YouTube    ***Don’t miss an episode: Subscribe to The Chemical Show on your favorite podcast player.  ***Like what you hear? Leave a rating and review. ***Want more insights? Sign up for our email list at https://www.thechemicalshow.com  Sponsored by: Canadian Petrochemical Summit: https://www.cdnpetrochemcialsummit.ca Join chemical industry leaders, innovators, and experts at the Canadian Petrochemical Summit—the premier event for advancing the future of Canada's petrochemical sector. Set in the Canadian Rocky Mountains from June 17-19 this event will help you stay ahead of the curve. See you in the Rockies.