Victoria Meyer returns solo to examine a pivotal question for chemical industry leaders: Does bigger still mean better when it comes to company and asset scale? With restructuring, capacity additions, persistent margin pressure, and changing global dynamics reshaping the industry, Victoria challenges longstanding assumptions about economies of scale and explores whether "economies of fit" are more relevant for the industry’s future.
She draws on recent trends in prices, asset closures, geographic investment shifts, and customer preference changes to invite business leaders to reconsider how advantage is created and what to prioritize as you position for the next 20 years, not just the next cycle.
Key topics Victoria covers:
- The Pricing Paradox: Rising chemical prices alongside squeezed margins and ongoing overcapacity issues.
- Do We Have the Right Capacity? Exploration of global utilization trends, China’s continued build-out, and the drivers behind new investment decisions.
- Rethinking Asset Lifecycles: Why asset retirements in Europe tell a bigger story about geographic shifts and changing demand patterns.
- Is Bigger Still Better? Direct examination of scale economics versus the need for flexible, locally optimized assets and supply chains.
- The Shift from Scale to Fit: How customer needs, regionalization, and the demand for supply security are changing asset and investment strategies.
- What This Means for Leaders: The challenge of aligning engineering, operations, and capital markets around new models of “fit” over traditional “scale.”
Killer Quote: “
The industry that we need to build today and reshape today for the next 20 years is going to look very different than the one that we've built over the last 20, 30, 40 years.” – Victoria Meyer
More Links:
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