Related Insights

Electronic Chemicals and the Semiconductor Supply Chain: Congress Tightens Focus on Critical Minerals

Electronic Chemicals and the Semiconductor Supply Chain: Congress Tightens Focus on Critical Minerals

Electronic chemicals and specialty gases are now seen as defense‑critical, as a July 2026 CRS report highlighted the risk of Hormuz disruptions to sulfur and rare‑gas supplies. Congress is moving to classify these materials, unlocking federal incentives and reserve mechanisms. Procurement managers must map their portfolios to align with the new security‑of‑supply framework.

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.

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