Climate & Decarbonization

Grading 23 Chemical Producers on Their First Ever Sector Specific Carbon Performance Score

The TPI Centre's new chemicals methodology, its 13th sectoral framework, benchmarks historical and projected emissions

Aug 25, 2026 · 8 min read

Reporting Mid Year Deviations From Pre Crisis Climate Assumptions Under CSRD

For companies preparing CSRD climate disclosures in 2026, simply noting that the Hormuz crisis disrupted progress is not sufficient.

Aug 25, 2026 · 8 min read

IEA Global Hydrogen Review 2026: What It Reveals About Industrial Decarbonization Pacing

The IEA's June 2026 Global Hydrogen Review found that most CCS hydrogen projects are export oriented

Aug 25, 2026 · 8 min read

Tracking 2026's Stalled Carbon Capture Investment Pipeline

Carbon capture investment tied to Gulf linked green ammonia and hydrogen projects was deferred through much of 2026

Aug 25, 2026 · 8 min read

European Gas Price Shock: Recalculating Decarbonization Cost Curves After the TTF Spike

Dutch TTF natural gas prices temporarily doubled to over 60 euros per megawatt hour during the 2026 Hormuz crisis

Aug 25, 2026 · 7 min read

Dow's Path2Zero Delay: What a Paused Decarbonization Flagship Means for the Sector

Dow's Path2Zero project, one of the industry's most cited net zero flagships, was confirmed delayed during the 2026

Aug 25, 2026 · 7 min read

Coal to Chemicals Expansion in China: Quantifying the Scope 3 Cost of Crisis Era Supply

The 2026 Hormuz crisis pushed some buyers toward Chinese coal to chemicals routes as Gulf supply tightened

Aug 25, 2026 · 7 min read

Alzchem Secures $150 Million for Nitroguanidine: A Defense-Driven Specialty Chemical Expansion

Alzchem announced a $150 million investment to ramp up production of nitroguanidine, a key intermediate for advanced propellants and explosives. The move positions the company at the forefront of defense chemistry, leveraging new partnerships and cutting‑edge manufacturing technologies. This expansion underscores the growing demand for specialty chemicals in national security applications.

Jul 17, 2026 · 5 min read

Searles Valley Minerals Idles Soda Ash and Boric Acid: Reading a Second US Capacity Retreat

The idling of Searles Valley Minerals' soda ash and boric acid facilities in California, followed by broader capacity reductions elsewhere in the industry, signals that North America's commodity chemical market is facing deeper structural challenges than a single company event.

Jul 16, 2026 · 5 min read

Japan's Chemical Makers Pivot From China to India: A Decarbonization-Adjacent Market Shift

Japanese chemical manufacturers are increasingly expanding their focus from China toward India's growing solar materials market. The shift reflects changing geopolitical and commercial realities while supporting industries central to the global energy transition.

Jul 16, 2026 · 6 min read

Lubrizol’s LED‑Driven Chlorination Cuts Energy in CPVC Production

Lubrizol’s Louisville plant now uses LED‑driven chlorination reactors, slashing energy use in CPVC manufacturing without overhauling established processes. The upgrade shows how modest tech tweaks can boost efficiency and support lower‑energy chemical production.

Jul 16, 2026 · 3 min read

Solvay Calls for Climate Rules That Match European Chemical Industry Realities

High energy prices and carbon costs are reshaping Europe's chemical sector. Solvay argues that current climate policies fail to reflect industrial realities, risking competitiveness. The debate underscores the need for balanced decarbonisation strategies.

Jul 16, 2026 · 4 min read

$1 Trillion Question: How Much Capital Does the Chemical Industry Need for Net Zero

The chemical sector faces a daunting $1 trillion investment to hit net-zero by 2080. While carbon capture, clean hydrogen and electrification promise cleaner processes, real-world costs and cash-flow constraints are forcing firms to rethink their sustainability roadmaps. This article explores why the trillion-dollar figure matters and how companies are prioritising decarbonisation projects.

Jul 16, 2026 · 4 min read

Overcapacity Meets Decarbonization: 2026 Chemical Downcycle Hinders Green Investment

The 2026 chemical market is caught in a paradox where persistent overcapacity forces firms to tighten cash flow and operational resilience, delaying low‑carbon capital projects. This article explores the economic and strategic implications for the global chemical sector.

Jul 16, 2026 · 4 min read

EPA Emissions Delay: Cascading Effects on Automotive Chemical Demand

The EPA’s proposal to postpone vehicle emissions standards will reshape the demand curve for automotive catalysts, coatings, polymers and specialty chemicals. Procurement leaders must anticipate shifts in supply, pricing and innovation. This article maps the downstream impacts across the supply chain.

Jul 15, 2026 · 4 min read

TSCA Fee Renewal Fight: Why Chemical Safety Funding Is Also a Climate Issue

The debate over renewing the Toxic Substances Control Act fee authority reaches beyond regulatory financing. For chemical manufacturers and procurement professionals, future funding levels shape risk assessments, regulatory certainty, and investment in lower‑carbon technologies. The stakes are high for both safety and climate goals.

Jul 15, 2026 · 4 min read

One Big Beautiful Bill Act: Steering 2026 Chemical Capital Investment

The 2026 Deloitte industry outlook spotlights the One Big Beautiful Bill Act as a transformative tax policy reshaping U.S. chemical investment. By accelerating depreciation, offering green credits, and encouraging domestic sourcing, the Act drives capital toward domestic plants, fuels green chemistry, and alters procurement strategies for 2026 and beyond.

Jul 15, 2026 · 3 min read

Decarbonizing District Heat With Industrial Waste: Small Pilots, Big Impact

Waste‑heat recovery projects demonstrate how chemical parks can cut emissions while boosting energy efficiency through district heating. A modest pilot that saves 1,750 t CO₂ annually shows the potential for scalable, low‑cost decarbonisation. This article explores the strategy, benefits, and next steps for industry leaders.

Jul 15, 2026 · 3 min read

AI Data Centers Drive Surge in Semiconductor‑Grade Chemicals and Ultra‑Purity Gases

The rapid growth of AI data centers is spurring an unprecedented demand for semiconductor‑grade chemicals, ultra‑high‑purity gases, and advanced process materials. This shift is reshaping global supply chains and creating new opportunities for specialty chemical providers. Procurement teams must understand these trends to secure future supply.

Jul 15, 2026 · 3 min read

Endangerment Finding Review: What Chemical Manufacturers Must Know for 2026

The EPA’s ongoing review of the Endangerment Finding introduces new uncertainty for chemical manufacturers. This article explains the potential implications for emissions compliance, procurement, and investment planning, and offers strategic steps to navigate evolving regulations.

Jul 15, 2026 · 3 min read

MF Flags China's Industrial Subsidies: The Climate and Trade Fallout for Global Chemicals

The IMF has urged China to reduce industrial subsidies that continue supporting manufacturing capacity across strategic sectors, including chemicals. The debate extends beyond trade competitiveness, raising important questions about overcapacity, carbon emissions and future global supply chains.

Jul 14, 2026 · 7 min read

Europe's Plant Closures Hit 37 Million Tonnes: What It Means for Climate Targets and Chemical Competitiveness

European chemical plant closures have reached 37 million tonnes of capacity, equivalent to around 9% of regional production. While emissions may decline as facilities shut down, plant closures are not the same as industrial decarbonisation, creating important questions for policymakers and procurement teams.

Jul 14, 2026 · 6 min read

China's Coal-Reliant Chemical Base: The Carbon Question Overcapacity Debates Continue to Overlook

China continues tightening chemical capacity replacement rules while overcapacity and weak profitability remain persistent challenges. Yet one critical issue receives far less attention, the carbon intensity embedded within the production assets that continue operating.

Jul 14, 2026 · 7 min read

Naphtha Price Shock: How Hormuz Disruption Reset Asia's Decarbonization Priorities in 2026

The disruption of naphtha supplies through the Strait of Hormuz forced many Asian petrochemical producers to shift attention from long-term decarbonization projects to immediate operational resilience. Understanding this transition helps procurement teams interpret changing investment priorities across the region.

Jul 14, 2026 · 7 min read