Market Insights

Market Insights

US Tariffs Reshaping Chemical Markets: Challenges and Global Implications

Japan and South Korea's Ammonia into Power Sector

The latest US tariffs are poised to disrupt global trade, driving up costs, and intensifying supply chain pressures across the chemical industry. With sectoral blanket tariffs as high as 25%, country-specific blanket tariffs as high as 145% (as of April 10), and retaliatory measures in motion, companies must navigate rising uncertainty and shifting competitive dynamics.

This infographic will explore the economic fallout and impacts on energy markets and key chemical sectors, including polyolefins, methanol, aromatics, and inorganics.

Download our infographic to gain a clearer perspective on the evolving trade landscape and position your business for success.

 

Author

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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