At the 2026 ADI Forum, Jonatas Melo, President, Baystar; Badrish Krishnan, Director of Specialty Polymers, SK Geo Centric; and John Uhran, CEO, Locus Fermentation Solutions joined Uday Turaga, CEO, ADI Analytics for the Chemicals and Plastics panel.
Key themes discussed were the industry’s ongoing struggle with global overcapacity and margin compression, the wave of asset rationalizations in Europe and Asia, and the relative resilience of specialty polymers compared to commoditized materials. The panel also examined the slowdown in sustainability progress as recycled plastics face cost disadvantages against cheaper virgin resin, while emphasizing long‑term optimism driven by infrastructure spending and demand growth in emerging markets.
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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.
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