世界の化学業界における競合トランスフォーメーション、2025年～2030年

M&A（合併・買収）と事業売却は、急速に変化する地政学的情勢の中で変革的成長を促進

この調査では、世界の化学業界を形成する戦略的転換、混乱、成長機会について詳細な分析を提供しています。地政学的不確実性、貿易再編、規制状況が世界サプライチェーンを再定義する中、企業は競争力を維持するために複雑化する情勢を乗り切らなければなりません。

マクロ経済動向、政策変更、地域投資戦略が、化学生産、貿易の流れ、産業拡大をどのように再構築しているかを探ります。2020年から2030年にかけての化学業界の収益成長の推移を評価し、主な経済促進要因、需要シフト、サプライチェーンの課題を浮き彫りにしています。貿易制限、関税、地政学的不確実性に対応した再ショアリング、ニアショアリング、アライショアリング戦略の影響についても考察しています。

化学製品の生産と投資における地域シフトも、この調査の重要な焦点です。インドと中東は、コスト面での優位性、政策的インセンティブ、インフラ開発、世界の需要の増加などの恩恵を受け、化学製造の主要拠点として台頭しつつあります。企業がこうした新たな機会をどのように活用できるかを探ります。一方、欧州では、エネルギーコスト、規制状況、持続可能性の義務化によって再編が進んでおり、進化するエネルギー情勢が課題と機会を提示しています。中国の化学業界の減速と過剰生産能力問題についても、国内統合、国家支援による合併、貿易政策の転換が世界市場にどのような影響を及ぼしているかについての洞察とともに検証します。

持続可能性、循環経済、デジタルトランスフォーメーションは、化学業界の将来においてますます重要な役割を果たしています。この調査では、持続可能性への取り組み、脱炭素化目標、循環型経済の枠組みが、グリーンケミカル、バイオベース材料、高度リサイクル技術への投資にどのような影響を及ぼしているかを掘り下げています。さらに、生産効率を最適化し、サプライチェーンの強靭性を高め、競争上の差別化を推進するためのツールとして、AI、自動化、デジタルツインの採用についても検証しています。

目次

The Strategic Imperative 8（TM）

化学業界における競合トランスフォーメーションに対する戦略的インペラティブ

• 地政学的混乱
• なぜ？
• Frostの視点
• 競争の激化
• なぜ？
• Frostの視点
• 業界コンバージェンス
• なぜ？
• Frostの視点

化学業界における成長機会分析、競合トランスフォーメーション

• イントロダクション
• 岐路に立つ世界の化学業界
• 地政学的安定性
• 規制の変化
• 消費者嗜好の変化
• 技術の進歩
• 費用対効果の高い原料の入手可能性
• 投資動向と資本市場
• 米国の政策転換が再編の触媒となる
• 欧州のエネルギー需給逼迫が化学製造の情勢を一変
• 中国の化学大手は経済の逆風を乗り越える必要がある
• 化学業界の次なるM&Aと売却の波におけるインドの役割
• 中東の政府系ファンドとプライベートエクイティがM&Aと売却を促進
• 過去5年間における化学業界のM&Aと売却の非網羅的リスト
• C&Mセクターの戦略分析

化学業界における成長機会ユニバース、競合トランスフォーメーション

• 変革的成長の旅
• Growth Pipeline Engine（TM）を促進

Growth Pipeline EngineTM

免責事項

Mergers and Acquisitions (M&As) and Divestments are Driving Transformational Growth in a Rapidly Shifting Geopolitical Landscape

This study provides an in-depth analysis of the strategic shifts, disruptions, and growth opportunities shaping the global chemicals industry. As geopolitical uncertainties, trade realignments, and regulatory pressures redefine global supply chains, companies must navigate an increasingly complex landscape to maintain competitiveness.

This study explores how macroeconomic trends, policy changes, and regional investment strategies are reshaping chemical production, trade flows, and industry expansion. It assesses the evolution of the chemicals industry's revenue growth from 2020 to 2030, highlighting key economic drivers, demand shifts, and supply chain challenges. It looks at the impact of reshoring, nearshoring, and ally-shoring strategies in response to trade restrictions, tariffs, and geopolitical uncertainties.

The study understands how global events, including trade wars, regional conflicts, and industrial policies, influence investment decisions and production shifts. It also examines the role of government intervention, protectionist measures, and environmental regulations in defining market entry strategies and cost structures.

With intensifying competition from start-ups, private equity-backed firms, and digital-first chemical manufacturers, the industry is experiencing significant transformation. The increasing convergence of the chemicals industry with end-use sectors such as automotive, electronics, energy storage, and automation is creating new opportunities and challenges.

The study explores how chemical companies can leverage these trends to strengthen their market positions. M&As have become a crucial strategy for chemical firms looking to optimize portfolios and expand market reach. With rising operational costs and capital constraints in mature markets, many companies are restructuring their assets to enhance resilience and profitability.

This study provides a detailed analysis of recent divestitures, acquisitions, and strategic partnerships, focusing on how companies are consolidating to strengthen their competitive positions. The role of sovereign wealth funds, private equity investors, and regional conglomerates in driving deal-making activities is explored, with case studies of high-profile transactions.

Regional shifts in chemical production and investment are another key focus of this study. India and the Middle East are emerging as major chemical manufacturing hubs, benefiting from cost advantages, policy incentives, infrastructure developments, and increasing global demand. The study explores how companies can capitalize on these emerging opportunities. Meanwhile, Europe's evolving energy landscape presents challenges and opportunities, as energy costs, regulatory pressures, and sustainability mandates drive restructuring in the region. China's chemicals industry slowdown and overcapacity issues are also examined, with insights into how domestic consolidation, state-backed mergers, and shifting trade policies are impacting global markets.

Sustainability, the circular economy, and digital transformation are playing an increasingly significant role in the chemicals industry's future. The study delves into how sustainability initiatives, decarbonization goals, and circular economy frameworks are influencing investment in green chemicals, bio-based materials, and advanced recycling technologies. In addition, it examines the adoption of AI, automation, and digital twins as tools for optimizing production efficiency, enhancing supply chain resilience, and driving competitive differentiation.

Anyone accessing this study will gain strategic insight into the evolving global chemicals industry, including growth projections, competitive trends, and investment opportunities. The study provides actionable intelligence on key M&A activities, portfolio realignment strategies, and market entry dynamics across different regions. It offers a deep-dive analysis of how global trade shifts, regulatory frameworks, and geopolitical factors are shaping business strategies, helping companies make informed decisions on where to invest, when to consolidate, and how to position themselves for long-term success. By identifying industry-specific growth opportunities-particularly in high-value segments such as sustainable chemicals, specialty materials, and performance polymers-the study provides a roadmap for future positioning. It is an essential resource for business leaders, investors, and industry stakeholders looking to navigate the competitive transformation of the global chemicals industry and secure a strategic advantage in an evolving space.

Table of Contents

The Strategic Imperative 8TM

Strategic Imperative for Competitive Transformation in the Chemicals Industry

• Geopolitical Chaos
• Why?
• Frost Perspective
• Competitive Intensity
• Why?
• Frost Perspective
• Industry Convergence
• Why?
• Frost Perspective

Growth Opportunity Analysis, Competitive Transformation in the Chemicals Industry

• Introduction
• The Global Chemicals Industry at a Crossroads
• Geopolitical Stability
• Regulatory Shifts
• Evolving Consumer Preferences
• Technological Advancements
• Cost-effective Feedstock Availability
• Investment Trends and Capital Markets
• The US Policy Shift Will be a Realignment Catalyst
• Europe's Energy Squeeze Reshapes the Chemical Manufacturing Landscape
• China's Chemical Giants Will Have to Navigate Economic Headwinds
• India's Role in the Next Wave of Chemical M&As and Divestments
• Middle Eastern Sovereign Funds and Private Equity Will Drive M&As and Divestitures
• A Non-exhaustive List of M&As and Divestments in the Chemicals Industry Over the Last 5 Years
• A Strategic Analysis of the C&M Sector

Growth Opportunity Universe, Competitive Transformation in the Chemicals Industry

• Transformational Growth Journey
• Powered by the Growth Pipeline EngineTM

Growth Pipeline EngineTM

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