Home / Insights
Insights
Market analyses and method notes, linked to the situations SCORA handles. Each insight states the date of the facts and its sources.
Markets · 20 October 2026
The European Commission's proposal of December 2025, which would lower the 2035 target for reducing CO2 emissions from new cars from 100% to 90%, has still not been adopted. This note reviews the state of the file and its consequences for materials suppliers to the automotive industry.
Domain:Strategy
Method and experience · 20 October 2026
Producers and distributors often serve the same industrial customers, but they do not earn their margin from them in the same way. This note describes the two economic logics and identifies where value lies when they meet: channel reviews, distribution agreements and carve-outs.
Markets · 20 October 2026
The gold price rose above $5,000 an ounce in February 2026, before falling back towards $4,150 in mid-October. For companies along the gold value chain, this movement changes the distribution of value. This note describes the mechanism and its consequences for the strategy of a gold processing business.
Domains:Strategy, Organic and acquisitive growth
Markets · 20 October 2026
The trade agreement between the European Union and Mercosur has applied provisionally since 1 May 2026. It gradually reduces customs duties between the two areas, but its legal status has not yet been definitively settled. This note reviews the procedure and the scope of the agreement for a European manufacturer.
Markets · 20 October 2026
Since 2022, the pace of capacity closures in the European chemical industry has increased sixfold, and investment in new units has fallen sharply. This note brings together the main figures available and draws the consequences for executives and shareholders of chemical businesses in Europe.
Domain:Transformation
Markets · 20 October 2026
The global polyolefins market is in oversupply, and a second wave of investment, led by China, is due to come on stream in 2027 and 2028. Polyamides are following the same path. This note brings together the available figures and draws the consequences for European polymer businesses.
Domain:Strategy
Markets · 20 October 2026
The chemical industry is the leading export sector of the Spanish economy. The figures published by FEIQUE for 2025 also show the limits of this position: stable activity in value terms, falling prices, imports growing faster than exports and an unfavourable gap in energy costs. This note draws the consequences for executives and investors assessing a Spanish chemical company.
A first conversation serves to frame the question and to check whether an intervention is useful. It commits you to nothing.
Discuss your situation →