The Chemicals sector has been suffering from geopolitical tensions since Russian invaded Ukraine four years ago. Now with US President Donald Trump’s war in Iran and ongoing worldwide tariffs, volatility is higher than ever.
In this episode of Distressed Diaries, our host senior reporter Bianca Boorer sits down with Kunal Shah, the founder and chief investment officer of London-based hedge fund PVTL point, and his partner and member of the investment team Ryan Flew, to discuss how the latest conflict in the Middle East is impacting the sector.
What is the sector doing to cope with these challenges? Are European governments doing enough to help? Is UK chemicals producer INEOS out of the woods yet? Where do opportunities lie for distressed investors in this uncertain environment?
Tune in to find out!
