Inventory loss risk from sharp styrene price correction
If the West Asia conflict resolves and styrene prices drop sharply, the company may face significant inventory losses.
Supreme Petrochem · risk themes across the available quarters.
Bear-case history
If the West Asia conflict resolves and styrene prices drop sharply, the company may face significant inventory losses.
Non-OEM demand has been impacted by high raw material prices, labor unavailability, and gas supply issues, which could persist.
The ABS plant operates at only 65% of original capacity due to a critical equipment failure, with no timeline for full restoration.
The West Asia conflict and Strait of Hormuz disruption have impacted styrene shipments, though alternative sourcing is in place.