Bhopal Gas Tragedy Case Study Analysis Format


The Bhopal case is an in-depth study of the industrial accident at the Union Carbide factory in India that immediately killed 2,000 people, injured another 200,000 to 300,000 more, and immediately raised questions about plant safety and corporate responsibility around the world. Includes seven detailed appendices: A.) Chronology, B.) Stakeholders and Level of Responsibility, C.) Economic/industrial climate of India, D.) Union Carbide Corporation, E.) Issues in Chemical Processing, F.) Assessing Responsibility: The Legal/Regulatory System, G.) Assessing Responsibility: The Engineers and Scientists, and H.) Technical Expertise and Managerial Responsibility.

Bhopal_Summary.pdf (167 kB)
The situation summary is a 7 page document detailing the industrial accident at the Union Carbide factory in India that immediately killed 2,000 people, injured another 200,000 to 300,000 more, and immediately raised questions about plant safety and corporate responsibility around the world.
Bhopal_TOC.pdf (123 kB)
This file outlines the contents for the entire case study. It should serve as a cover page if all materials are printed out and act as a guide for instructors in choosing which appendices to assign.
Bhopal_AChrono.pdf (74 kB)
Appendix A, the chronology, is a 17 page document outlining the events leading up to and following the plant explosion. Dates outlined range from 1956 to 2007. The chronology is also color-coded to aid in identifying city and state measures relating to Bhopal, relevant Indian business legislation, casualties, and changes in economic conditions.
Bhopal_BStake.pdf (271 kB)
Appendix B is designed to encourage students to consider the perspectives of various stakeholders associated with the Bhopal disaster including the government, the UC Corporation, and the victims. It also includes suggested outside readings and the following materials: 1.) H-O-T Analysis of Industrial Accidents Applied to Bhopal Gas Leak, 2.) Stakeholder Orientations in Industrial Disasters Table, 3.) Stakeholder Effects and Responses Table, 4.) Comparison of Features of MIC plants in West Virginia and Bhopal, and 5.) a student exercise: Identifying Responsibilities.
Bhopal_CClimate.pdf (261 kB)
Appendix C will provide students an overview of the economic and industrial climate in India at the time of the Bhopal disaster. The appendix includes 1.) IDEESE essay on India’s Approach to Economic Development, 2.) Excerpt from Report of the 9th International Symposium on the Prevention of Occupational Accidents and Diseases in the Chemical Industry, " Chemical Industries in India, summer 1984", 3.) Excerpts from and Comments on Union of India Foreign Exchange Regulation Act 1973, 4.) The Government of India, Planning Commission, 4th Five-Year Plan, and 5.) Government of India Tenth Five Year Plan: 2002-07.
Bhopal_DUCC.pdf (132 kB)
Appendix D provides details on the Union Carbide Corporation including how the corporation is organized, what safety issues they were aware of at the Bhopal Plant (1982) and their West Virginia facility (1985).
Bhopal_EChem.pdf (168 kB)
Appendix E is designed specifically with scientists in mind. It addresses the toxicity of chemicals at the Bhopal Plant, the types of hazards in manufacturing and using industrial products, the types of hazards in product use and consumption, and outlines notes on making the chemical SEVIN.
Bhopal_FLegal.pdf (183 kB)
Appendix F examines the policy changes and litigation resulting from Bhopal disaster. It includes a Note on Indian Supreme Court decisions regarding the Bhopal disaster, Western European and United States policy information about chemical plant hazards, and links to several relevant Supreme Court decisions.
Bhopal_GSciEng.pdf (132 kB)
Appendix G uses excerpts from legal proceedings to create "Contrasting Views of Responsibility for the Bhopal Disaster" and to assess the levels of responsibility for engineers and scientists involved in the UCC and Bhopal Plant.
Bhopal_HMang.pdf (161 kB)
Appendix H uses IEEE and ASME Codes of Ethics to assess what levels of responsibility professional societies consider managers to have. The essay "Engineers and Managers" by MJ Peterson explains what options managers have when faced with an ethical dilemma.

Case Study: Union Carbide/Bhopal

On December 3, 1984, more than 3,000 people were killed and over 15,000 injured when the chemical methyl isocynate (MIC) was inadvertently released from a Union Carbide Chemical Plant in Bhopal, India. The scale of the tragedy, the loss of life and the implications for industrial/chemical manufacturing, made the story an instant worldwide headline (Kurzman, 1987).

The cause of the MIC release is still a matter of some debate and controversy. However, it is clear (Shrivastava, 1987) that human, organizational and technological factors to include safety procedures, maintenance operations, reduced staffing, and low morale may all have been involved in the sequence of events leading to the chemical release. The Company maintained that sabotage was also a possibility (p. 50-51).

Initial news coverage centered on: the events at the plant; the loss of life; and rescue efforts by the Indian Government. Subsequent coverage also focused on the cause of the accident, the economic effect on Union Carbide and its collective corporate response to the tragedy (Wilkins, 1987).

Primary Evidence. There was considerable debate within the Union Carbide leadership regarding what tactics and responses to take to the Bhopal tragedy (Kurzman, 1987). Initially, Union Carbide's corporate communications staff strongly recommended the company be as open as possible with all the information they had at hand. However, Union Carbide had traditionally been reticent in dealing with the media (p. 89). In addition, the company's attorneys recommended that information should be withheld that may possibly implicate or confirm the company's responsibility for the Bhopal leak and hence increase its potential legal liability (p. 174).

The Corporation's leadership was divided between attempting to distance itself from the events in Bhopal (Avoidance Strategy) and providing maximum information about the event, as well as direct support to the victims and full cooperation with the Indian Government (Attachment/Forgiveness Strategies). The decision was made in favor of openness and a crisis communication team was established and instructed to conduct daily press briefings at a minimum.

Union Carbide CEO, Warren Anderson felt it was important for him personally to go to Bhopal to demonstrate the commitment the company had to the rescue effort and to the investigation. Most of his executives, and the U.S. State Department (p. 114) advised against his going. Corporate attorneys for Union Carbide were adamant that Anderson's presence in Bhopal would only serve to tighten the connection between Union Carbide and the Bhopal tragedy.

They and several senior executives continued to advise that, seeing how the Bhopal Plant was actually operated by a subsidiary of Union Carbide (Union Carbide India Limited) (Shrivastava, 1987, p. 51) and that the U.S. based corporation only owned about half the publicly traded stock in the Indian operation, the best strategy would be to distance Union Carbide' leadership in the U.S. from the events in Bhopal. This might serve to limit future liability as the inevitable flood of lawsuits started to roll in and protect the corporation's stock price.

Warren Anderson rejected this advice (Kurzman, 1987, p. 115). He felt the scope of the tragedy was so significant and already connected in the mind of the public with Union Carbide that efforts to distance the Company from the tragedy were futile. Anderson traveled to India and was promptly arrested by Indian authorities upon arrival (Kurzman, p.108).

The Company also experienced severe difficulties in getting accurate information from the plant in India regarding the specifics of the incident (Kurzman, p.89) Phone lines were scarce and already packed with calls. The Indian Government was not forthcoming with information, as they intended to shift blame away from themselves to Union Carbide (Shrivastava, p.97). As a result, the company's first formal release regarding the Bhopal incident came one week after the tragedy (Smith, p. 154).

The Company's efforts were also hampered by the often conflicting interests of the various stakeholders in the tragedy. The Indian Government saw events one way; it wanted to ensure, (1) that it was not held accountable for the events in Bhopal, (2) that it was seen as a victim of Union Carbide's lax safety and maintenance procedures, (3) that it visibly demonstrated that the Indian Government could handle the disaster and medical relief response and (4) that the local government retained its credibility with the population (Shrivastava, p. 118-120). This strategy placed the Indian Government at odds with Union Carbide and led to the arrest of the CEO when he arrived in India.

Secondary Evidence. The impression derived from mass media coverage of the incident focused on the drama of the initial event rather than on in-depth coverage of its possible causes (Wilkins, 1987). More than 85% of the print and television news stories on the Bhopal incident centered on the events themselves (i.e. the chemical release, number of deaths/injuries, immediate relief efforts, etc.) while approximately 15% focused on the larger framing of the event (i.e. industrial hazards, corporate responsibility, the survival of Union Carbide, etc.). Initial coverage, particularly television, also focused on images of the human tragedy experienced by the people of Bhopal.

Union Carbide's initial crisis communication strategy centered on the financial costs of the tragedy, limiting its legal/financial responsibility for the deaths of thousands of innocent people, the future of the corporation, the stockholders and Wall Street analysts who valued the company's stock and pressure from worldwide consumer and environmental groups (Higgins, 1985, p.14).

The difficulty in getting accurate information from India severely hampered Union Carbide's ability to get information out quickly to the media. This led to an overall impression of "stonewalling" by the company and thus reduced the effectiveness of their overall attachment strategy (Shrivastava, p. 101).

Scholarly Journals. Communication scholars and those who study crisis management remain divided about the overall effectiveness of Union carbide's communication strategy regarding the Bhopal incident (Wilkins, 1987; Higgins, 1987). Some note that given the horrific nature of the tragedy, Union Carbide's strategy was about as effective as could be expected under the circumstance, (Higgins, 1987).

Others however, point to Union Carbide's lack of preparation in planning for a crisis (Shrivastava, p.99) which led to a lack of available information and a perception that the company was unsympathetic to the victims.

Discussion. Union Carbide's leadership was faced with what could be described as a mix of crisis types (Coombs, 1995, p. 455). The Bhopal incident contained elements of both an accident in that the events at the plant were beyond the company's ability to entirely control and transgression in that allegations of the plant's lax safety and maintenance standards directly contributed to the deadly chemical leak. Union Carbide's executives were, at first, divided between emphasizing avoidance strategies and attachment strategies in response to the Bhopal tragedy. Although, the company initially decided it would adopt an attachment strategy toward the crisis, its execution of the communication plan was hampered and resulted in mixed impressions in the media and among the general public (Shrivastava, 1987).

Union Carbide's communication's staff clearly intended to adopt a strategy of publicly accepting moral (if not legal and financial) responsibility for the incident and focused the company's efforts on the human cost of the accident. This was widely perceived to be the correct strategy (Kurzman, 1987).

However, the Communication staff of Union Carbide was quickly overwhelmed by the complexity of the issue and the number of media inquiries were received. Despite their best efforts, they lacked the manpower to respond to a crisis of this magnitude. Failure to have a Crisis Communication Response Team (on-call) was a major factor in the media's immediate perception that Union Carbide was not forthcoming with information (Higgins, 1987).

Union Carbide failed to account for the fact that the Government of India might have substantially different communication goals than the corporation had. The Indian government had a vested interest in doing all it could to shift blame and responsibility for the accident to Union Carbide in order to divert attention away from the government's failure to properly monitor safety conditions at the plant (Shrivastava, 1987).

Union Carbide had no means of established communication with its plant in India. When the accident occurred they were reliant on a small number of phone lines in and out of Bhopal. This compounded the company's inability to get accurate information out to the public. Union Carbide's first formal news release to the media came a full week after the accident (Higgins, 1987).

The fallout from the Bhopal tragedy forever changed Union Carbide.
The corporation was soon the target of a hostile takeover, was forced to divest itself of many of its most profitable divisions, and never fully recovered its public image (Wilkins, p. 130-134).


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