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Evonik Industries AG
EVKd · BCXE · Specialty Chemicals · Germany
Evonik Industries AG is a leading global specialty chemicals company headquartered in Essen, Germany. Founded in 2007 from the restructuring of RAG AG, it focuses exclusively on specialty chemicals after divesting its energy and real estate businesses, generating around 80% of sales from market-leading positions in this core area. The company organizes operations into key segments including Specialty Additives for coatings and consumer goods, Nutrition & Care for personal care, pharmaceuticals, animal nutrition, and drug delivery, Smart Materials for resource-efficient innovations, and Performance Materials for high-volume intermediates in mobility, plastics, and superabsorbents. With approximately 32,000 employees across more than 100 countries and production sites in about 25 nations, Evonik serves diverse industries such as tires, detergents, wind turbines, medical devices, and livestock farming. In 2024, it reported sales of €15.2 billion and adjusted EBITDA of €2.1 billion, underscoring its role as a key innovator enhancing product performance and sustainability worldwide.
Industry
Specialty Chemicals
Basic Materials sector · Germany
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Supply Chain
Natural Rubber Supply Chain
The natural rubber supply chain moves latex, sheet rubber, and technical rubber from tropical plantations to global manufacturers, shaped by three root constraints: rubber trees take seven years to mature and produce latex only through daily manual tapping that cannot be mechanized, production is concentrated in Southeast Asia because the trees require specific tropical conditions, and synthetic rubber cannot fully replace natural rubber in high-stress applications because the molecular structure of natural latex has properties that synthesis cannot replicate.
Petrochemicals Supply Chain
The petrochemicals supply chain converts oil and natural gas into the chemical building blocks — ethylene, propylene, butadiene, benzene — that become plastics, synthetic fibers, solvents, packaging, and fertilizer intermediates, governed by three root constraints: feedstock dependency that permanently couples the cost structure to energy markets, cracker economics where $5-10 billion steam crackers run continuously and cannot be switched between feedstocks once built, and derivative chain branching where a single cracker's output splits into thousands of end products through irreversible chemical pathways that the operator cannot redirect in response to demand.
Industrial Chemicals Supply Chain
The industrial chemicals supply chain converts raw feedstocks into the reactive, corrosive, and toxic intermediates that other industries consume — chlorine for water treatment, sulfuric acid for mining, solvents for pharmaceuticals, caustic soda for paper, hydrogen peroxide for textiles — governed by three root constraints: hazardous materials handling that requires specialized infrastructure and regulatory compliance at every stage of storage, transport, and processing; continuous process manufacturing where chemical plants run around the clock because thermal cycling damages equipment, shutdowns are planned years in advance, and unplanned shutdowns can take months to recover from; and the intermediates web, where most industrial chemicals are not end products but inputs to other processes, creating a network where disruption at one node cascades through seemingly unrelated industries.