In the November 2025 edition of the ADI Chemicals Newsletter, we begin by examining how chemical industry demand is no longer moving in step with GDP growth. Structural forces such as demographic decline, material efficiency, recycling, and substitution are reshaping the market. Additionally, we highlight reliability as a critical differentiator in refining and chemicals—beyond its technical definition, reliability now drives operational success, improves financial performance, and strengthens competitiveness.
This edition also highlights key developments across the sector, including notable plant announcements in the U.S., Europe, and Asia, major mergers and acquisitions shaping global portfolios, and finally, significant plant closures driven by market and regulatory pressures. From Evonik’s new fumed alumina facility in Japan to LB Group’s acquisition of Venator Materials, and closures by Nutrien, Fibrant, and Celanese, these updates reflect the dynamic shifts influencing the chemical industry worldwide.
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ADI is a prestigious, boutique consulting firm specializing in oil and gas, energy, and chemicals since 2009. We bring deep expertise in a broad range of markets where we support Fortune 500, mid-sized and early-stage companies, and investors with consulting services, research reports, and data and analytics, with the goal of delivering actionable outcomes to help our clients achieve tangible results.
We also host the ADI Forum that brings c-suite executives together for meaningful dialogue and strategic insights across the oil & gas, energy transition, and chemicals value chains. Learn more about the ADI Forum.
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