Navigating North America's Chemicals Industry in 2026
The North American chemicals industry enters 2026 amid slower growth and ongoing structural adjustment, shaped by macroeconomic uncertainty, shifting demand patterns and evolving global trade dynamics. Companies are refining operating models and strategic priorities to remain competitive in a more complex and regionalized market environment.
Portfolio transformation continues as companies simplify asset bases and product portfolios to sharpen focus, improve operational efficiency and strengthen supply-chain performance. At the same time, investment priorities are becoming more selective, with disciplined capital allocation, digital enablement and targeted portfolio actions – including divestitures and M&A – supporting long-term competitiveness and resilience.
This report highlights the key trends that will shape North America’s Chemicals industry in 2026, notable market moves, M&As and spin offs , and the executive hiring requirements that will emerge.
