Platts Chemical Trends H1 2026
S&P Global Energy
Platts Chemical Trends
H1 2026
Resilience, restructuring and rationalization
Explore Platts Chemical
Trends H1 2026
Chemical markets did their best to weather a storm of uncertainty in 2025, as global overcapacity, concerns over consumer demand, and tariffs and other trade barriers, often implemented at short notice, combined to create a challenging and changing landscape.
The market enters 2026 still battling these headwinds, unsure of what obstacles and opportunities the new year will bring. In this report, S&P Global Energy examines how key chemical markets will confront capacity rationalization, shifting trade flows, and macroeconomic uncertainty in 2026, and what these developments mean for the pursuit of sustainability.
Contributors: Sagar Baul, Carla Bridi, Benjamin Brooks, Rosa Castaneda, Heng hou Cheong, Alejandro Chávez, Fumiko Dobashi, Ashish Dhyani, Davi Dos santos, Leo Engels, Yasmeen Feghali, Alex Fiedosiuk, Isaac Foong, Haitian Fang, Charlene Goh, Jing Kang Goh, Talissa Gomes, Zhi Xuan Ho, Joe Higginson, Gustav Inge Holmvik, Hui Heng, Deja Harrison, Zhi yi Tan, Kamna Kapoor, Tareen Kazi, Sunaina Kura, Keith Mackrell, Andre Mikhail, Mainak Moitra, Daniela Morales pumarino, Esther Ng, Finlay Oriordan, Ashley Peh, Iris Poon, Pankaj Rao, Yazu Romero, María Rosales larios, Baran Serdaroglu, Zong Ming Shin, Archit Singh, Dyvia Shah, Maria-Eleni Tsimeki, Fernando Tiscareno, Karina Trevizan, Chichi Ubani, Luke Warren, Mujidah Yahaya, Nate Zhang
Editors: Marieke Alsguth, Jim Levesque, Benjamin Morse, Derek Sands
Design: Content Design