케미랜드, 글로벌 화학 시장 경쟁력 분석 및 기술 동향

🏭 Major Competitor Trends

2 sources

s7d1.scene7.com

s7d1.scene7.com

s7d1.scene7.com

s7d1.scene7.com

Symrise — Negotiations to Sell Terpene Business Unit

• Details: German flavor and nutrition company Symrise is optimizing its portfolio by seeking buyers for its terpene business unit, a key highlight in this week's C&EN Business Watch.
• Implications for Chemiland: Large chemical companies are clearly divesting non-core or low-growth divisions to focus on core, high-margin specialties. This suggests Chemiland should also review the profitability of and potentially restructure inefficient product lineups.

1 sources

chemicaltimes.in

chemicaltimes.in

BASF — Cancels Catalyst Unit Sale and Cuts Battery Material Costs

• Details: According to the 2026 C&EN Global Top 50 Chemical Companies analysis, BASF has decided to keep its high-performing catalyst business longer than initially expected. It is also signaling cost cuts in the battery materials segment to keep the business viable.
• Implications for Chemiland: Even global leader BASF sees high market potential in energy transition-related materials (batteries, catalysts). Chemiland needs to explore similar materials technology development or partnership opportunities.

Huntsman — Expanding Commercialization of Recycled PET-Based Polyurethane Polyols

• Details: Huntsman has commercialized a technology that redesigns oligomers obtained by breaking down waste PET to manufacture functional polyurethane polyols. The final polyol products currently in production contain 30-40% recycled content.
• Implications for Chemiland: Diversifying raw materials through chemical recycling technology is emerging as a core competitive factor. Chemiland should consider building product lineups using recycled raw materials or adopting related technologies.

🔬 Technological Innovation & R&D

ACS 2026 Green Chemistry Challenge Awards — Recycled Polyurethane and Eco-friendly Processes

• Key Details: Through the 2026 Green Chemistry Challenge Awards, the American Chemical Society (ACS) recognized innovative technologies such as "recyclable polyurethanes," "cleaner pharmaceutical manufacturing processes," and "sustainable crop protection." These offer technical solutions to tightening environmental regulations.
• Related Companies/Organizations: ACS and winning research teams/companies
• Commercialization Outlook: Including cases that have already passed technical demonstration stages, these technologies are expected to be adopted rapidly to meet future regulations and customer ESG demands.

UV 26GNF — Non-fluorine Photoresist for Semiconductors

• Details: Featured as an ACS Heroes of Chemistry winner, "UV 26GNF," a non-fluorine photoresist capable of replacing traditional PFAS (per- and polyfluoroalkyl substances)-based photoresists in semiconductor manufacturing, was introduced. Environmental hazards and regulatory risks of PFAS are driving active development of alternative materials across the industry.
• Related Companies/Organizations: Semiconductor material developers (specific company names not mentioned in the source, but the technology's importance is highlighted)
• Commercialization Outlook: Rapid commercialization is expected as pressure mounts across the semiconductor supply chain to transition to PFAS-free operations.

📊 Market & Raw Material Trends

• Continuous Growth in the U.S. Specialty Chemicals Market: According to data cited from SOCIA (Society of the Plastics Industry and related organizations), the U.S. specialty chemicals industry recorded growth for three consecutive months in June 2026. This indicates robust demand for high-value chemical materials despite economic slowdown concerns.
• Market Size Outlook: The global specialty chemicals market is projected to grow from $204 billion in 2025 to $299.4 billion in 2033 (CAGR 4.91%), with Evonik, BASF, and Dow cited as key players.

📋 Regulation & Sustainability

• Deepening Climate Legislation Conflicts in the U.S.: According to FTI Communications' ESG newsletter (dated September 3, 2026), tension is rising between the U.S. federal government and state governments over climate-related legislative authority. This could cause confusion regarding carbon emission and disclosure standards that companies must follow.
• Changes in ESG Disclosures and Climate Risk Regulations: Bloomberg's August 2026 global regulatory briefing emphasized that requirements for ESG ratings, climate risk assessments, and sustainability disclosures for financial institutions and corporations are evolving. Discussions regarding the simplification of the European Union's (EU) sustainability reporting and due diligence directives are ongoing.

🔮 Core Insights of the Week

1. Deepening "Selective Focus": Symrise's divestment and BASF's retention of its catalyst business show that companies are reallocating resources only to core competencies that ensure survival amid economic uncertainty. Chemiland also needs a strategy focused on areas with high profitability and technological barriers rather than indiscriminate expansion.
2. Reaching the Tipping Point for PFAS-Free Transitions: Interest in PFAS alternatives (e.g., UV 26GNF) is surging in semiconductor and general chemical sectors. This is no longer just a trend but a mandatory requirement for regulatory risk management, making a comprehensive audit of Chemiland's product portfolio for PFAS and a roadmap for alternative technologies urgent.
3. Securing Commercial Viability for Chemical Recycling: As seen in Huntsman's case, chemical recycling technologies are translating into actual commercial products (30-40% recycled content), enabling the establishment of cost-competitive supply chains beyond simple R&D stages. This presents an opportunity to achieve cost reduction and higher ESG scores simultaneously.

📌 Chemiland Action Items

• Review Non-Core Business Portfolios: Form a task force (TF) to identify product lines with low growth rates or worsening cash flows, similar to the Symrise case, and review whether to divest or discontinue them.
• Scout PFAS Alternative Technologies: With increasing PFAS-free demands centered around semiconductor and electronic material clients, inspect current PFAS usage in existing product lines and search for non-fluorine alternative material technology partners.
• Strengthen ESG Regulation Monitoring Systems: Establish real-time monitoring channels for regulatory changes by key export countries—preparing for regulatory clashes between U.S. federal and state governments and changing EU disclosure standards—and enhance collaboration with legal and compliance departments.