Industry: Specialty chemicals

Liquid bulk storage operators are entering a more selective growth cycle. Demand remains resilient across fuels, chemicals, liquefied petroleum gas (LPG), natural gas liquids (NGLs), biofuels, ammonia, and methanol. Increasingly, value is shifting toward terminals that can handle a broader range of products, connect to major trade routes, and generate higher returns from existing assets. […]

ADI Analytics is pleased to announce its participation in the 2026 Annual Convention & Expo, which took place April 20–22, 2026, in Nashville, Tennessee. During the event, ADI Analytics presented “Adhesives and Sealants Outlook Remained Resilient Amidst a Structural Shift.” The presentation explored the evolving market landscape for adhesives and sealants, highlighting how long‑term demand […]

The coatings, adhesives, sealants, and elastomers (CASE) sector is in the middle of a structural reset. What was once a market defined by steady, incremental growth is now being reshaped by multi‑billion‑dollar mergers, aggressive portfolio pruning, and a widening gap between scale leaders and specialized innovators. As diversified chemical companies separate high‑value specialty businesses from […]

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 […]