Q1 2025 Chemicals and Materials Quarterly Review

This report presents the Q1 2025 Chemicals and Materials Quarterly Review, detailing the performance and trends within the chemicals sector during the first quarter of 2025. The document outlines the impact of macroeconomic volatility and trade tensions on market sentiment, including proposed tariffs by the U.S. administration. It highlights key economic indicators such as inflation rates, unemployment levels, and industrial production metrics. The report notes that the U.S. chemical sector experienced modest gains, with improvements in freight indicators and resin production. It discusses the challenges posed by evolving trade policies and regulatory pressures, particularly regarding the European Union's efforts to ban certain chemicals. The document also emphasizes the importance of adapting supply chains and product portfolios in response to these changes. Additionally, it covers the lubricants market, noting opportunities for growth in e-mobility and renewable energy applications, while also addressing the competitive landscape among lubricant manufacturers.