Connect with our team at APIC 2026
Chemical Market Analytics by OPIS will be at APIC 2026 in Fukuoka, Japan. Join us and take advantage of the discussion, where our subject experts will discuss the overarching outlook and trends in the petrochemical industry.
Here’s What’s Happening at APIC 2026
A day before APIC 2026, we are holding an exclusive half-day seminar, during which our experts will deep-dive into the energy and chemical markets.
The petrochemical industry is facing a new reality: mainland China’s capacity growth has outpaced global demand growth over the past few years, and more capacity expansions are on the way. Some capacity consolidations and rationalisations have already been seen, but more action is required on this front. Producers are also shifting strategies from commodities to specialty products, exploring new markets, but eventually need to build a competitive cost advantage for long-term sustainability.
The Asian industry has also faced significant volatility in recent years in energy supply and market access for finished products, amid geopolitical tensions and tariff wars. Diversification has become a key focus for maintaining access to feedstock and product markets.
Trends in sustainability and energy evolution may have taken a back seat in today’s environment, but producers cannot divert their attention from these to ensure long-term viability. Join us at our complimentary seminar to gain top-notch insights admist these volatile times.
Date: 27 May 2026, 1:00 PM onwards
Location: 3F, Vega Room, Hilton Fukuoka Sea Hawk
Seats are complimentary and limited.
Hear Chemical Market Analytics leaders present a highly anticipated session at APIC 2026
Asia’s Chemical Industry: Rebalancing for a Sustainable Future
As the global economy grapples with intensifying geopolitical tensions, shifting trade flows, and growing energy insecurity, the chemical and energy industries are being forced to rethink priorities. Environmental sustainability, once the dominant concern for the chemical industry, has been recalibrated by priorities concerning “Sustainability” for the business in a world that is facing a new and challenging industrial order. Feedstock security has become the prime focus for the Asian industry, which is a major importer of energy.
In Asia, driven by excess capacity growth and some demand shocks, the chemical industry is also facing rationalization threats. Prioritising restucturing and investing with a view for future market trends is important today than ever before.
The following themes stretch across all chemical value chains and will have significant impact on Asia’s chemical industry in the future.
Thursday, 28 May 2026
Note: Registration for APIC 2026 is required to attend this session
Hilton Fukuoka Sea Hawk
810-8650, Fukuoka-shi, 2-2-3 Jigyohama, Chuo-ku, Japan
Complimentary half-day seminar on 27 May 2026 (one day before APIC). Seats are limited.
The industry is grappling with severe oversupply and sluggish global demand, further compressing margins across the entire value chain, from olefins to aromatics. As China transitions from a net importer to a regional exporter, traditional suppliers in Northeast and Southeast Asia face intensifying competition and eroding market shares. This presentation examines these critical challenges and explores how the industry can unlock value through business consolidation, the technological upgrading of legacy assets, and a strategic pivot toward specialty chemicals and sustainability.
– Dewey Johnson, Senior Vice President and Global Head of Chemical Market Analytics
– Nick Kovics, Vice President, Global Chemicals Lead
– Mazlan Razak, Vice President, Consulting Business Development APAC
The global olefins market is facing increasing uncertainty as capacity expansions, shifting feedstock economics, and geopolitical disruptions reshape supply dynamics. Rapid capacity additions in Asia are intensifying competition and putting pressure on margins, while changes in energy markets and trade flows are affecting the availability and cost of key feedstocks such as ethane, propane, naphtha, methanol, and coal. This presentation examines the evolving supply landscape, the competitiveness of major production routes, and the strategic implications for producers in both the short and long term.
The polyolefins market has been in a period of structural oversupply as capacity additions continue to outpace demand growth. This imbalance has placed sustained pressure on prices and margins, particularly for Asian producers. At the same time, geopolitical developments have introduced additional volatility. Trade tariffs in 2025 disrupted established trade flows and supply chains. This year, rising tensions from the geopolitical conflict have added uncertainty to energy and feedstock markets. This presentation will discuss how the combined pressures of oversupply and geopolitical risk are shaping the polyolefins market and explore the strategies producers are adopting to navigate an increasingly challenging operating environment.
The aromatics industry has borne a major impact from the changes in global tariffs seen during the last year. For an industry that has relied on global trade to manage supply chains, the changes to trade flow have caused a realignment of regional economics. Integration of the aromatics value chain with refining means that feedstocks continue to prone to the volatility in global fuel prices and supply. This presentation discusses how the industry is managing these short term disruptions and what are the major trends seen for the long term growth of the industry.
Methanol is a highly globalized commodity, with supply and demand closely interconnected across regions. Geopolitical developments are increasingly introducing uncertainties into feedstock availability, trade flows, and overall supply stability. At the same time, the industry is undergoing a major transition. The emergence of low-carbon methanol and the growing use of methanol as a marine bunker fuel are creating new avenues for growth. Positioned at the intersection of chemicals and energy, methanol is set to play a key role in the evolving global energy and industrial landscape.
Over the past three years, the global PVC market has grappled with a severe supply-demand disconnect, fueled by rapid capacity expansion and stalling growth. While declining margins have created a challenging climb, the landscape is further complicated by shifting geopolitical alliances and rising trade protectionism. As market rationalization begins to take hold, will the tide finally turn? This presentation examines the PVC market rebalancing and how geopolitical volatility is redrawing global trade flows and reshaping long-term margin expectations.
– William Chen Ph.D, Vice President, Asia Olefins & Derivatives
– Yi Ling Tan, Asia Polyolefins
– Ashish Pujari, Vice President, Aromatics & Fibres
– Xiaomeng Ma, Director, Asia Methanol
– Gordon Kuo, Associate Director, Asia and Subcontinent India Vinyls
Explore key issues:

.
Senior Vice President, Global Chief Market Officer Chemical Market Analytics by OPIS
Read BioVice President, Global Chemical Research Lead & Inorganic Chemicals Team Lead Chemical Market Analytics by OPIS
Read BioDirector, APAC Vinyls and India Chlor-Alkali Chemical Market Analytics by OPIS
Read BioVice President, Consulting Business Development APAC Chemical Market Analytics, by OPIS
Read BioDirector, Aromatics and Fibres Chemical Market Analytics by OPIS
Read BioVice President, APAC Plastics & Polymers Chemical Market Analytics by OPIS
Read BioDirector, Asia Polyolefins Chemical Market Analytics by OPIS
Read BioDirector, Asia Methanol Chemical Market Analytics by OPIS
Read BioVice President, Asia Olefins and Derivatives Chemical Market Analytics by OPIS
Read BioExecutive Director, Global Acrylonitrile Chemical Market Analytics by OPIS
Read BioExecutive Director, Asia C4 & Elastomers Chemical Market Analytics by OPIS
Read BioDirector, Asia Acetyls Chemical Market Analytics by OPIS
Read BioVice President, Asia Aromatics & Fibers Chemical Market Analytics by OPIS
Read BioExecutive Director, China Aromatics & Fibers Chemical Market Analytics by OPIS
Read BioExecutive Director, Asia Benzene & Styrene Chemical Market Analytics by OPIS
Read Bio