SEARCH
Natrium Capital Logo
menu


All Annual Reviews

Chemicals M&A Investment Banking Review of 2025 & Outlook for 2026

14 Jan 2026

2026 is expected to be another year of relatively slow economic growth according to many forecasters, with economic metrics stable but at low levels. Recent events in Venezuela and the on-going hostilities in Ukraine and in the Middle East highlight the risk of continuing geopolitical instability. Against this backdrop, it is unlikely that we will see a significant ‘step change’ in the Chemical Industry or in Chemicals M&A going forward. There are some trends, however, that give Natrium Capital reasons to believe that the outlook is not entirely negative.

In the Chemical Industry, the overall slow but fairly stable environment is likely to continue in 2026. New tariff barriers and protectionism have had some impact on trade, particularly competitive pressures from Chinese and other producers importing into Europe. Dislocation in trade will continue to be a factor in 2026 and supply chain management and ‘friendshoring’ will be important themes.

Read more: Click to open full PDF with charts and data

Chemicals M&A Investment Banking Review of 2024 & Outlook for 2025
“… over $100bn of transactions over the last twenty years”