In the July 2026 edition, we examine how carbon regulation, portfolio optimization, and emerging technologies are reshaping the chemical industry. The EU’s Carbon Border Adjustment Mechanism (CBAM) is increasing cost pressure on emissions-intensive imports and accelerating the shift toward lower-carbon supply chains, while evolving chemical regulations continue to influence compliance and sustainability strategies.
Meanwhile, investments, acquisitions, and asset rationalization highlight the industry’s focus on growth, specialization, and cost competitiveness. Capacity expansions by Covestro and Diamines & Chemicals signal confidence in long-term demand, while recent transactions and plant closures underscore ongoing efforts to optimize portfolios amid challenging market conditions. Advances in sodium-ion battery technology also point to new opportunities emerging from electrification and energy storage.
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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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