The EU’s CBAM is increasing cost pressure on emissions-intensive imports and accelerating the shift toward lower-carbon supply chains, as evolving chemical regulations continue to shape compliance and sustainability strategies. Capacity expansions by Covestro and Diamines & Chemicals signal confidence in long-term specialty chemicals demand, even as recent transactions and plant closures reflect ongoing portfolio optimization amid challenging market conditions. Advances in sodium-ion battery technology also point to new opportunities in electrification and energy storage.
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