Market Analysis

Date:  October 30, 2025 Event BASF SE announced the construction of a new high-purity ammonium hydroxide (NH₄OH EG) facility at its Ludwigshafen site in Germany. The investment targets the rapidly growing semiconductor and electronics materials market, reinforcing BASF’s footprint in advanced chemical applications. Strategic Context This move signifies a pivotal reorientation of the global chemical industry—from bulk commodity chemicals toward high-purity, technology-driven m

Ineos recently noted that increasing low-cost exports of 1,4-Butanediol (BDO)  and related intermediates from China are weakening the competitiveness of European chemical production. This marks a shift in the global chemical landscape from “product-level price competition”  to “system-level industrial capability competition.” BDO is a strategically important intermediate across pharmaceuticals, polyurethane materials, biodegradable plastics, and battery solvent applications .

1. Ineos Warns of Pressure from Low-Cost Chinese Chemical Imports Date:  October 23, 2025 Event:  Ineos publicly warned that increasing volumes of low-cost chemical intermediates from China are putting pressure on European production capacity, citing BDO (1,4-butanediol) as an example linked to pharmaceuticals and vitamins. Impact Pathway:  Potential erosion of European supply security for critical pharma intermediates; accelerates competitive reshuffling of global mid-stream

In an era when global capital allocation is undergoing a structural shift, ESG (Environmental, Social, and Governance)  is no longer just about corporate responsibility — it has become the core driver of long-term competitiveness and value creation . According to the Global Sustainable Investment Alliance (GSIA) , global sustainable investment assets reached USD 30.3 trillion in 2022 , and are projected to exceed USD 40 trillion by 2030 . This massive reallocation of capital

1. DuPont 2025 Financial Guidance Downgrade & Aramids Divestiture Date:  September 18, 2025 Event:  DuPont lowered its 2025 net sales...

Global Overview (Key Highlights) Since 2025, capital has not withdrawn across the board but has shifted toward a more selective,...

On August 21, 2025, the American Chemical Society (ACS)  announced $2.5 million in funding to support graduate research in chemical...

On August 21, 2025, Sumitomo Chemical successfully launched a pilot process to produce propylene from ethanol, demonstrating a strategic...

1. Policy & International Negotiations Global Plastic Pollution Treaty Talks What happened:  Sixth round of UN negotiations in Geneva  on...

Why the Global Plastics Treaty Could Be 2025’s Most Transformative Policy for Industry and Investors In August 2025, over 180 countries...

Industry Highlights 1. LyondellBasell Misses Q2 Earnings LyondellBasell reported lower-than-expected Q2 earnings at $0.62/share, missing...

As global energy efficiency and environmental sustainability demands continue to grow, the insulation materials and sealants market is...

Metals: Price Trends & Drivers Copper  has emerged as the hottest commodity of 2025, with U.S. copper futures up 26%, reaching ~$5.02/lb....

1. Chemicals: From Growth Logic to Survival Logic Dilemma 1: Has the Valuation Model Broken Down? Context : From 2023 to 2025, several...

Regional Outlook, Policy Impact & Corporate Strategy Target keywords:   2025 chemical market performance, global energy trends, regional...

I. Core Industry News 1. Global Petrochemical Industry Restructuring Accelerates Major chemical players like Dow, LyondellBasell, Shell,...

Introduction: Growing Demand for Sustainable Building Materials The global building materials  market is rapidly evolving, driven by...

Factory Incidents & Emergencies Fire at Dongyue Organosilicon Plant (China, July 20) Location : Dongyue Economic Development Zone,...

In a world where markets shift faster than ever, staying informed isn’t optional — it’s a competitive advantage. Whether you’re a...

Industry & Corporate News Dow’s European Plant Closures Dow will permanently shut three European chemical plants—an ethylene cracker in...