Industry: Specialty chemicals

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 […]

In the September 2025 edition of the ADI chemicals newsletter, we covered the major regulatory changes impacting plastics recycling in the U.S., which are creating both opportunities and challenges. This issue also highlighted several recent plant startups, including an ammonia plant by Cronus Chemicals in Illinois and an alkoxides facility by Evonik Industries in Singapore. […]

At the 2025 ADI Forum, Rob Helwick, CEO & President, Meridian Chemicals, and Anahita Khanlari, Solution Marketing Director, AspenTech, joined moderator Panuswee Dwivedi, Project Manager, ADI Analytics. The group participated in the specialty chemicals panel. Key topics include the chemical industry’s focus on digitalization, efficiency, and sustainability, driven by market shifts and feedstock challenges. This […]

At the 2025 ADI Forum, Tom Ambrose, Co-Founder & Partner, Black Bay Partners, and Chris Hogan, MD, KeyBanc Capital Markets join Uday Turaga, CEO, ADI Analytics for the investor panel on chemicals day. Key topics include private equity’s robust capital but choppy deal activity due to high interest rates, leading to bifurcated valuations favoring top-tier […]

Piercen Hoekstra, Analyst, ADI Analytics, talks about ADI Analytics’ 2025 chemicals outlook. The forecast is for a sector recovery driven by increased demand for specialty chemicals in energy storage, semiconductors, and healthcare, particularly due to the growth of electric vehicles. The report also highlights a focus on efficiency and digital adoption in petrochemicals to counter […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Uday Turaga, CEO, ADI Analytics provided an outlook of the commoditization of the specialty chemicals industry and the performance of various segments over the past decade. Key topics included the higher returns of specialty chemical segments despite a challenging H1 2022. There was a notable […]

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 […]

In the October 2021 edition of the ADI chemicals newsletter, we spotlighted key developments in sustainability, recycling, and petrochemical investments. This issue highlighted ExxonMobil’s upcoming advanced plastic recycling plant, Dow’s major decarbonization and pyrolysis investments, and Nestlé’s partnership with Yes Recycling for hard-to-recycle plastics. We also cover Clover Sonoma’s launch of PCR milk jugs, TotalEnergies […]

Resilience through innovation and strategic restructuring is laying the groundwork for a recovery in the chemicals industry. As companies pivot toward high-growth markets and adapt to global challenges, 2025 is expected to bring renewed optimism. Key trends to watch in 2025 include: The rest of this article is available to ADI Plus Essential subscribers. ADI […]

In the February 2025 edition of the ADI newsletter, we noted how the oil market faced potential oversupply due to strong non-OPEC production. In contrast, the U.S. midstream sector was poised for growth, driven by increasing hydrocarbon exports and the development of new infrastructure. Global LNG prices were expected to rise due to strong demand, […]

Hear what our attendees had to share about their experiences at FlexPO+ (now incorporated into the ADI Forum), highlighting its unique blend of business professionals, cutting-edge chemical industry developments, and emerging topics like biochemistry and private equity investment. The event provided valuable insights into industry trends, investment strategies, and the evolving role of private equity […]

Catch the best moments from FlexPO+ 2023 (now incorporated into the ADI Forum). The event featured in-depth discussions on key challenges and opportunities shaping the future of chemicals and plastics. This one-day conference had over 15 expert speakers and panelists. Don’t miss these insightful conversations!