Chemicals & Materials Market Research Reports
Feedstock economics, capacity cycles and the substitution pressure now redrawing polymer, chemical and metals demand.
About our Chemicals and Materials coverage
Chemicals and materials markets are cyclical in a way that rewards being explicit about supply. A forecast that ignores announced plant additions, debottlenecking and the utilisation rate of existing lines will read well and price badly. Our work in this vertical starts from capacity: who can make the product, at what cost, and what happens to margin when the next tranche of it lands.
The demand side is being rewritten by substitution and regulation at the same time. Restrictions on specific chemistries, extended producer responsibility, recycled content mandates and the carbon intensity of feedstock are moving volume between materials rather than simply removing it. We follow where that volume goes, because the loser in one line item is usually the winner in another.
Metals and mining sit inside this coverage because the electrification and grid build-out described elsewhere on this site turns into demand for particular ore bodies and refined products. Where we publish on critical materials we look hard at processing and refining capacity as well as offtake structure, since refining is where the real bottleneck normally sits rather than in the ground.
What we cover
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Petrochemicals in development
Olefins, aromatics and derivative chains, with cracker economics, feedstock advantage and the margin effect of incoming capacity.
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Specialty Chemicals in development
Additives, coatings, adhesives and performance chemicals, where formulation and qualification cycles matter more than raw volume.
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Polymers and Plastics in development
Commodity and engineering resins, compounding, and the recycled content mandates now reshaping specification.
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Industrial Chemicals in development
Bulk inorganics, industrial gases and process chemicals, sized against the industries that actually consume them.
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Metals and Mining 1 report
Ferrous and non-ferrous metals and critical minerals, with attention to refining and processing capacity rather than reserves alone.
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Circular Materials 2 reports
Mechanical and chemical recycling, bio-based feedstock, and the collection infrastructure that decides whether either scales.
Chemicals and Materials reports
Metals and Mining 1
Who uses this research
Producers testing capacity and pricing assumptions, converters and formulators managing specification change, procurement teams hedging feedstock exposure, and investors judging cycle position before committing capital to plant.
Every report is delivered with the underlying data tables, a defined methodology note and analyst access, so the assumptions can be interrogated rather than accepted. If the exact scope you need is not published here, we build commissioned studies on the same framework.