Industry: Chemicals & Plastics

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Uday Turaga, CEO, ADI Analytics, presented an outlook on decarbonization of the chemical industry. Key topics included the immense challenge of decarbonizing the chemical industry, highlighting the significant cost implications and the need for substantially higher carbon credit prices to make green technologies viable. The […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Carlos Villa, R&D Fellow, Dow Chemical, joined moderator Uday Turaga, CEO, ADI Analytics during the decarbonizing chemicals panel. Key topics included the energy implications of decarbonizing the chemical industry. The speaker emphasized that transitioning to alternative feedstocks like carbon dioxide and water for chemical production […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Uday Turaga, CEO, ADI Analytics, presented the outlook for the chemical industry. Key topics included challenges for the chemical industry such as uncertain demand and high costs, medium-term optimism due to trends like energy transition and 5G, and the future of globalization and its impact […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Carlos Villa, R&D Fellow, Dow Chemical, joined moderator Uday Turaga, CEO, ADI Analytics. They discussed challenges with cracker electrification. Villa described how Dow Chemical was actively pursuing two major initiatives for decarbonizing its crackers: electrification and blue hydrogen. The electrification project, a consortium with Shell, […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Uday Turaga, CEO, ADI Analytics, presented the outlook for the chemicals markets in the coming year. Key topics included the ongoing commoditization of specialty chemicals, the significant shift of production capacity towards China, and strategies for combating commoditization. Despite a challenging 2022, the long-term trend […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Dustin Stolz, Senior Analyst, ADI Analytics, shared insights for the specialty polymer markets during the specialty polymers panel. Key topics included the growth of engineered and high-performance polymers, driven by rapid prototyping technologies and applications in automotive, hydrogen fuel cells, and medical sectors. The expanding […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Uday Turaga, CEO, ADI Analytics, provided critical insights on the current state of private equity. This included investments in plastics and polymers. He explained that the private equity landscape in chemicals experienced a downturn in 2022 after a surge in 2021. This was primarily due […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Jose M. S. Sanchez, Director of Plastic and Polymers, Mathiesen USA, and Srini Godavarthy, VP, Strategic Planning, PTT GC, joined moderator Uday Turaga, CEO, ADI Analytics for the specialty and performance polymers panel. Key topics included specialty polymers growth, driven by EVs and packaging, and […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Uday Turaga, CEO, ADI Analytics, provided insight on the challenges of decarbonization in the chemical industry. Key topics included the immense challenge of decarbonizing the chemical industry, highlighting the significant price increases required for green alternatives like hydrogen and ethylene due to current low carbon […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Manuel Diaz, Senior Analyst, ADI Analytics, shared ADI’s insights on decarbonizing chemicals in plastics and polymers during the specialty and performance polymers panel. Key topics included the strong commitment of major companies to Net Zero goals, demonstrated by significant capital expenditure allocation for decarbonization. Various […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Victor Toffoli, Senior Analyst, ADI Analytics, presented an analysis of the polypropylene market. Key topics included robust polyolefin demand growth in HDPE, PP, and POE/POP, driven by solar encapsulants, infrastructure, and automotive sectors. Additionally, significant ethylene capacity expansion was expected in China and the Middle […]

After a tumultuous recovery in 2021, the global chemical industry was expecting a strong rebound in 2022. Feedstock supply constraints, high energy prices, and slowing economic conditions, however, dampened the industry’s performance in 2022.  A number of these challenges will persist and likely intensify in 2023 and continue to challenge the industry.  Key trends with […]