Industry: Methanol & ammonia

Ammonia has increasingly emerged as a potential low-carbon marine fuel to support decarbonization in the maritime sector due to its carbon-free combustion profile. However, compared to methanol, ammonia has lagged behind in commercial adoption as a low-carbon marine fuel. This is primarily due to its toxicity, which requires more complex storage and handling systems, as […]

On April 7, 2026, the European Commission announced the first official Carbon Border Adjustment Mechanism (CBAM) certificate price for Q1 2026 at €75.36 per tonne of CO2 equivalent (~$88/t CO2e), marking the EU’s first explicit carbon price applied to imported goods. This rate will be applied to the embedded emissions in CBAM-covered imports and is […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has translated into a direct disruption of global chemical supply chains through reduced reliability of exports and transit via the Strait of Hormuz. Feedstocks and intermediates that […]

The global chemical industry struggled in 2025, with total shareholder returns lagging broader markets over both five- and ten-year periods. Looking ahead to 2026, this gap is expected to widen as oversupply meets soft demand and rising trade and regulatory pressures continue to weigh on the sector. While lower inflation and selective feedstock advantages offer […]

In the February 2026 edition of the ADI Chemicals Newsletter, Dow expands propylene glycol capacity in Thailand as specialty demand grows. M&A activity progresses with ADNOC and OMV advancing their Borouge transaction, and Fertiglobe, Covestro, and TA’ZIZ strengthening ammonia and sustainability collaboration. Europe continues to rationalize capacity, with Dow, TotalEnergies, and the Covestro–LyondellBasell JV announcing […]

At the 2026 ADI Forum, Uday Turaga, CEO of ADI, provided a cross-segment outlook on the energy and chemical value chains. He highlighted the firm’s focus on the strategic interfaces between upstream production, global gas markets, and power generation, emphasizing how infrastructure and geopolitical shifts are reshaping global commodity flows. Key themes included a shift […]

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 the January 2026 edition of the ADI Chemicals Newsletter, we explore how the global chemicals industry is entering a period of cautious stabilization. ADI’s 2026 global chemicals outlook highlights modest demand growth trailing GDP, continued overcapacity driven by Chinese additions, and an acceleration in strategic M&A as companies reshape portfolios for resilience. Questions remain […]

ADI Analytics has officially released its chemicals outlook for this year, detailing a landscape defined by cautious recovery and significant structural shifts. As the global industry navigates a “low growth, better mix” environment, companies are pivoting away from aggressive expansion toward operational excellence and portfolio high-grading. The following ten points summarize the key findings from […]

In the December 2025 edition of the ADI Chemicals Newsletter, we explore how AI in energy and chemicals is moving from hype to reality. Successful adoption depends on practical, bottom-up implementation rather than top-down mandates. Companies like Aramco, Suncor, and Clariant are using AI to augment operations, not replace human expertise. This edition also highlights […]

In the November 2025 edition of the ADI Chemicals Newsletter, we begin by examining how chemical industry demand is no longer moving in step with GDP growth. Structural forces such as demographic decline, material efficiency, recycling, and substitution are reshaping the market. Additionally, we highlight reliability as a critical differentiator in refining and chemicals—beyond its […]

The dominant news in the chemical industry is the painful reality of excess capacity. Supply is so high that it’s crippling profitability, especially for European producers. But behind this supply crisis is an even more crucial question: What’s happening with chemical industry demand? There’s a growing sense that chemical demand growth is increasingly divorced from […]