Over the past five years, chemical value chains have faced repeated disruptions, many of which were initially perceived as temporary. However, 2025 has marked a turning point for the global chemicals industry, solidifying ongoing trends. Escalating geopolitical tensions, evolving trade policies, and persistent macroeconomic uncertainty have forced companies to reassess their strategies, operating models, and investment priorities.

Market conditions are unlikely to stabilize in the near term. Amidst this sustained volatility, one reality has become clear: the globalized world has gone, with no near-term reversal in sight. The industry now stands at a critical inflection point, one that raises fundamental questions about rising regionalization, the critical need for resilience, and shifting competitive advantages.

Download our 2026 Top 10 Trends insight to identify the key forces reshaping the chemical industry and understand how these lasting shifts are transforming global markets, operational strategies, and long-term investment decisions.

Mariana Santos Moreira, Thought Leadership Director
Chemical Market Analytics by OPIS

Mariana is the Thought Leadership Director at Chemical Market Analytics, where she creates insightful pieces on global chemical markets and supply chains. Throughout her chemical market research and analysis career, Mariana served as regional/global SME across a wide breadth of sectors: Aromatics (Benzene/Styrene and PX/PTA), Chemicals of the Energy Transition (Ammonia, Methanol, Hydrogen), Inorganic Chemicals (Caustic Soda, Bleaching Chemicals, Soda Ash), Polymer Films & Flexible Packaging (inc. Plastics Circularity taskforces). Mariana started her career at IHS Markit, having rejoined CMA in 2024. Prior to rejoining CMA, Mariana served as Head of Aromatics, Head of Chemicals of the Energy Transition, and Films & Flexible Packaging Lead Analyst at Wood Mackenzie.

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