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The sudden insolvency of LEUNA‑Polyamid has amplified concerns over Germany’s chemical industry crisis, heightening supply concentration and threatening EU competitiveness. This analysis explores the market ripple effects, caprolactam shortages, and strategic responses for European manufacturers.

It is also postponing its $6.5 billion Path2Zero project in Fort Saskatchewan, Alberta. Dow's flagship initiative of the 2020s
The transfer of LyondellBasell's European assets to Velogy has introduced fresh uncertainty for buyers of adhesive raw materials. Procurement teams sourcing European EVA, VAM and acrylic acid should closely monitor production plans at the French and German cracker sites.