In the January 2026 edition of the ADI Chemicals Newsletter, we explore how the global chemicals industry is entering a period of cautious stabilization. ADI’s 2026 global chemicals outlook highlights modest demand growth trailing GDP, continued overcapacity driven by Chinese additions, and an acceleration in strategic M&A as companies reshape portfolios for resilience. Questions remain around how protectionist trade policies and volatile feedstocks may shift the global cost curve and which sectors could emerge as bright spots.
This edition also features insights from ADI Forum sessions, including Kelly Knopp of Citroniq Chemicals on scaling sustainable polypropylene, Jim Simon of Braven Environmental on the rising potential of pyrolysis oil as a circular feedstock, and Bob Maughon of SABIC on the industry’s shift toward carbon neutrality and circularity—an evolution requiring new technologies and deeper collaboration across the value chain.
About ADI Analytics
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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