중장기 재무 부담 롯데케미칼, 신용등급 AA-부정적 하향 조정

Lotte Chemical's credit rating downgrade reflects deeper structural issues in the global petrochemical industry as Chinese supply overage and weakening downstream demand erode profitability. Despite asset restructuring efforts, the company faces multi-year financial headwinds that expose broader vulnerabilities in traditional chemical manufacturers. This signals how supply-demand imbalances are reshaping competitive dynamics and forcing legacy industrial players to fundamentally recalibrate their business models.