Chemicals · Industry Intelligence
Chemicals market intelligence, built for the decisions you actually make.
Feedstock and energy costs that move on global forces. REACH, TSCA, and PFAS rules reshaping what you can make and sell. Massive capacity cycles that swing from shortage to glut. End-market demand tied to autos, construction, and packaging. We’ve tracked the chemical industry through all of it — for more than 25 years.
Chemicals market intelligence is the continuous, sourced monitoring of the feedstock, regulatory, capacity, and demand forces that move chemical markets — filtered to your specific products, feedstocks, and end markets.
For commodity, specialty, and petrochemical producers alike, the year is decided by forces that arrive from many directions at once — a feedstock spike, a new regulation, a competitor’s capacity coming online, a downturn in a key end market. The pressures below are the ones chemicals decision-makers tell us they feel most, with the intelligence that helps you stay ahead of each.
Where chemicals decision-makers feel the pressure
Four forces moving at once — and how to stay ahead of each.
Each is a distinct kind of intelligence. Together they’re why chemicals leaders need a coordinated team watching every front — from the feedstock market to the regulatory docket — not a single feed.
Regulatory pressure
Product and process rules are tightening worldwide.
Chemicals is one of the most regulated industries on earth — REACH in Europe, TSCA in the US, PFAS restrictions, process-safety rules, and environmental permitting all govern what you can produce, how, and where. Any one can restrict a product line or impose costly compliance on short timelines.
Tracking chemical regulation across every jurisdiction you make and sell in is more than a team can do by hand, and generic AI will confidently cite a rule that doesn’t apply to you. What works is continuous, sourced monitoring filtered to your products and markets.
COMPLY — the AI Workforce: Regulatory & Compliance configurationFeedstock & energy volatility
Your cost curve swings on forces upstream of the plant.
Naphtha, natural gas, ethane, and energy are the cost foundation of chemical production, and they move on oil markets, geopolitics, trade actions, and demand — often weeks before the cost hits you. Plant turnarounds and force majeure events ripple through supply just as fast.
Geopolitical events reach your feedstock costs through a web of interacting forces, not one cause and one effect. Connecting a distant event to your specific feedstocks and plants is the system we solve.
ORION — the AI Workforce: Supply Chain configurationCapacity & competitive moves
Capacity cycles swing from shortage to glut.
Chemicals runs on enormous capex cycles — new crackers, plant expansions, and capacity additions that can flip a tight market into oversupply. A competitor’s strategy shows up across capacity announcements, M&A, and plant filings that no single feed watches together.
A capex disclosure, a permit, and an expansion announcement can together reveal a competitor’s capacity strategy that none shows alone. Seeing the whole move while you can still respond is the point.
EDGE — part of the AI Workforce: Full teamDemand & sustainability shift
End markets and green chemistry are reshaping demand.
Chemical demand tracks autos, construction, packaging, agriculture, and the broader economy — so a slowdown in any of them moves your order book. Layered on top is the sustainability shift: green chemistry, circularity, and bio-based substitution changing what customers want and what regulators allow.
The advantage goes to whoever reads the demand and sustainability signals earliest and connects them to where they can genuinely compete: product portfolio, feedstock position, and end-market mix.
VISTA — the AI Workforce: Commercial Growth configurationTrusted across chemicals for more than 25 years
The companies that move chemicals.
From commodity and petrochemical producers to specialty and performance-chemical makers — leaders across the industry rely on intelligence built for their world, not a generic feed.
A selection of organizations across the chemicals value chain.
Why us, for this
The AI is new. The 25 years aren’t.
Anyone can point software at chemicals. We grew ours out of a quarter century inside it — and that’s the part no one can replicate.