Robust post-Covid rebound but limited tailwind in the longer run

S

SENSITIVE RISK for entreprises

  • Fragmentation

  • Internationalization

  • Capital Intensity

  • Profitability

  • Fragmentation

  • Internationalization

  • Capital Intensity

  • Profitability

  • High barriers to entry
  • Structural growth and innovation
  • Scope of end markets and geographies
  • High degree of cyclicality
  • Interlocking supply chain dependencies
  • Capital intensity

Key players

Country Role Sector risk
China

#1 Producer

#2 Exporter

#2 importer

C

Sensitive risk

United States

#1 Importer

#2 Producer

#3 Exporter

D

High risk

Germany

#2 Exporter

#3 Importer

C

Sensitive risk