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.
Chemical markets are currently facing several simultaneous transitions: energy costs and mix, demand areas and patterns, sustainability pressures, tariff wars and changing trade patterns. Industry is fast adapting to these changes, but the markets need a revolution rather than evolution to tackle these structural shifts. We will cover the current state and share our views on the long-term developments of the various value chains.
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
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).
With the chemical industry continuing to experience a historical over-supply with trough-like margins, the market conditions and competitive landscape in the horizon will be different from the past. Structural changes ranging from national ambitions and regulatory frameworks, international collaborations, new investment optimization rules, to sustainability prioritization affect future financial success.
Key forces affecting this industry structural redesign include:
– Oversupply leading to rationalization: Determination of winners and losers
– Future Investment profiles: Nature of production centers and product placement initiatives
– Demand growth: Broader distribution of global chemical demand as the China economic growth model changes
– Geopolitics and global trade: Redesign of supply systems with increased polarization of export and import countries and increasing trade barriers (tariff and non-tariff restrictions)
– Sustainability solution priorities: Carbon ETS and CBAM implications, plastics recycling, and sustainable energy provide a competitive advantage.
The energy transition will reduce oil and gas production, disrupting the traditional petrochemical feedstock supply. With rising petrochemical demand, this shift will impact supply and will reshape the petrochemical industry over the long term.
– Dewey Johnson, Senior Vice President and Global Head of Chemical Market Analytics
– Nick Kovics, Global Chemicals Lead
The global light olefins market is undergoing significant transformation amid shifting demand patterns, evolving feedstock dynamics, and regional capacity expansions. While North America and the Middle East are expected to slow down capacity additions in the coming years, Asia—led by mainland China—continues to drive aggressive expansion. This report examines key market drivers, global supply-demand balances, the cost competitiveness of various production routes, and potential future disruptions in the global light olefins sector.
The Asian Polyolefins business is facing the most challenging times in the history of the industry. High production cost, rapid capacity increases, slowing demand growth and increasing competition from the low-cost producers have overwhelmed the producers with unprecedented challenges. The producers are considering several options to thrive in such an environment. Amid such challenges, is there a light at the end of the tunnel?
After a capacity build hiatus in China, that coincided with the COVID pandemic disruptions, the industry now sits on a significant excess capacity of almost every major aromatics product. Gasoline blending provided a temporary relief, but each value chain needs to chart a new course to profitability.
The global chlor-alkali market is undergoing transformation for both caustic soda and vinyls. While caustic soda carrying more ECU value based on continous demand growth, PVC is undergoing a short-term oversupply but slow demand recovery situation and several of potential tariff impact. This speech will cover both caustic soda and PVC short-to-mid-term supply demand balance outlook, margin outlook and trade dynamics.
The Asian methanol industry is undergoing a significant transformation, driven by sustainability concerns and technological development. But conventional methanol still plays a dominant role in the industry today. Many commodity chemicals face the challenge of supply expansion despite low profitability and weak downstream demand. Is this also the case for the regional methanol industry? Will sustainable methanol be the key driver of industry rationalization and restructuring? This presentation will explore short- to-mid-term industry fundamentals, methanol trade dynamics, emerging demand opportunities, and the role of sustainability in shaping the future of the regional and global methanol market.
– William Chen Ph.D, Vice President, Asia Olefins & Derivatives
– Yi Ling Tan, Asia Polyolefins
– Brian Lee, Executive Director, Asia Benzene & Styrene
– Gordon Kuo, Associate Director, Asia and Subcontinent India Vinyls
– Xiaomeng Ma, Director, Asia Methanol
Explore key issues:

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Senior Vice President, Global Head of Chemical Market Analytics 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 BioAssociate Director, Research and Analysis 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
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