Industry: Specialty chemicals

In the May 2025 edition of the ADI chemicals newsletter, we spotlight LyondellBasell’s dual-track investments in mechanical and chemical recycling, as shared at the 2025 ADI Forum. This issue also features key project assessments—ranging from catalyst markets to oilfield chemicals—alongside major plant announcements, closures, M&A moves, and feedstock supply contracts shaping the global chemicals landscape. […]

In the April 2025 edition of the ADI chemicals newsletter, we discussed how the chemical industry is prioritizing sustainability, exploring seven renewable electricity options. Globally, there was a mix of plant expansions and closures from ExxonMobil, Dow, and Mitsubishi Chemicals. M&A activity included KPS Capital acquiring INEOS resins, Shell selling its Singapore park, and Hexpol […]

In the March 2025 edition of the ADI newsletter, we covered how refineries are under pressure to decarbonize. Despite a slowdown, shale consolidation was expected to attract investment, and the Middle East was experiencing a gas boom to meet rising demand. Additionally, the global chemical industry was projected to rebound in 2025, driven by specialty […]

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 […]

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 […]

At the 2025 ADI Forum, Uday Turaga, CEO of ADI Analytics, shares his 2025 chemical industry outlook. Key challenges include low margins, overcapacity from China, and U.S. feedstock dynamics. He emphasizes the urgent need for restructuring, innovation, and new business models. U.S. innovation faces challenges, and virgin plastics remain cheaper. These and other issues are […]

At the 2025 ADI Forum, Rajeev Agnihotri, Advisor, Technical Scouting, Innovation, ExxonMobil, and Carol Conomos, Advisor, Mainspring Energy, joined Panuswee Dwivedi, Project Manager, ADI Analytics for the innovation panel on chemicals day. Key themes during the panel included how the chemical industry is rapidly transforming, driven by AI and generative AI for accelerated material design […]

Piercen Hoekstra, Analyst at ADI Analytics, discusses the 2025 chemicals outlook. Recovery is expected, fueled by specialty chemicals demand in energy storage, semiconductors, and healthcare, notably from electric vehicles. Petrochemical firms are prioritizing efficiency and digital adoption to combat oversupply. Learn more about this outlook at the 2025 ADI Forum.

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, […]

In the February 2025 edition of the ADI chemicals newsletter, we covered how the global chemical industry anticipated a recovery in 2025, fueled by specialty chemicals and sustainable investments. Recent industry activities include new air separation unit in Japan by Air Liquide, strategic mergers and acquisitions like Mitsubishi Chemical’s pharmaceutical business sale to Bain Capital, […]

In the January 2025 edition of the ADI chemicals newsletter, we covered activities in the energy and chemical sectors, which include Toray starting CO3 membrane production in Japan, Vitol acquiring a stake in Waste Plastic Recycling, and BASF selling its Styrodur business. There were also feedstock deals involving green methanol supply to Hapag-Lloyd and Avantium.