In the April 2026 edition, we assess how escalating geopolitical tensions, particularly the Iran conflict, are disrupting global chemical supply chains and driving cost volatility across petrochemicals and fertilizers. At the same time, consolidation and portfolio reshaping continue across the CASE and polyolefins sectors, alongside investments in recycling, bio-based solutions, and downstream integration. Recent developments highlight strategic deals, capacity expansions, and shifting trade dynamics, reflecting an industry adapting to uncertainty while repositioning for long-term growth and resilience.
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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