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LG Chem faces petrochemical downturn and legal risks, with Nomura forecasting operating losses in H2 2026 due to overcapacity and a major cracker outage. Battery operations remain strong, partially of
Nomura data highlights China's economic divergence, with AI hubs surging on chip exports while traditional sectors like coal mining and petrochemicals struggle amid global shocks and property downturn
Nomura analyst Michio Saito warns that geopolitical tensions in Iran could spike oil prices and disrupt energy supplies, casting uncertainty over the Bank of Japan's near-term interest rate hike plans
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