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US Chemical Market 2026: Dow CEO Karen Carter, ACC Outlook, and Tropical Storm Arthur Shake-Up

US Chemical Market 2026: Dow CEO Karen Carter, ACC Outlook, and Tropical Storm Arthur Shake-Up

Dow’s new CEO signals strategic shifts while the ACC 2026 outlook predicts only 0.3 % growth, underscoring a weak demand environment. Tropical Storm Arthur adds an immediate operational threat to the Houston–Louisiana corridor, tightening supply for polyethylene and ethylene derivatives. International buyers must act swiftly to navigate logistics delays and potential force majeure events.

Specialty Chemical Pricing Outlook: How Lower Crude Changes the Cost Stack in H2 2026

Specialty Chemical Pricing Outlook: How Lower Crude Changes the Cost Stack in H2 2026

As crude oil prices move below $80 per barrel, specialty chemical producers are preparing for lower feedstock costs across solvents, surfactants, coating resins, and polymer additives. However, cost pass-through in specialty chemicals typically lags by 6–10 weeks, meaning Q3 contract negotiations remain critical for buyers seeking to capture expected price declines during the second half of 2026.

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