Chemicals, Materials & Natural Resources

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Chemicals, Materials & Natural Resources: What 2026 Is Exposing

Chemicals, materials and natural resources companies are being tested by conditions many operating models were not built to withstand. Weak demand, regional cost divergence, structural overcapacity, trade disruption, geopolitical pressure, critical mineral exposure, resource nationalism and rising compliance costs are compressing margins and forcing decisions that can no longer be deferred.

The deeper risks are not always visible. They sit in outdated assumptions about production economics, sourcing security, technology readiness, customer commitments, regulatory exposure and asset value. Recent shocks to energy, trade and logistics have not created these vulnerabilities so much as exposed structural weaknesses that pre-date the current cycle.

For leadership teams, the questions are specific. Which assets remain competitive? Where are customer commitments at risk? Which supply chains need to be renegotiated, regionalised or replaced? Where are regulation, water constraints and claims scrutiny becoming material? And where is capital still being deployed against positions that no longer hold?

Future value is still being created, but unevenly. It is emerging in what gets made and sourced – from bio-based and specialty materials to advanced recycling and critical minerals; in how value chains are built for resilience – through circular value-retention models, regional realignment and water resilience; and in how advantage is found faster – through AI-enabled R&D and commercial intelligence.

Our work is focused on chemicals, materials and natural resources with expertise spanning the full value chain. That combination lets us map real exposure and test portfolio, asset and sourcing positions against where the ground has actually moved.

The output is not diagnosis. It is decisions — on sourcing, customers, technology, commercialisation scale-up, portfolio and capital investment that leadership teams can act on.

Technical depth. Commercial judgement. Built for action.

Pressure-test your 2026 assumptions

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Our solutions combine a unique blend of research, consulting, and hyper-intelligence industry & technology platforms for deep insights
With our techno-commercial acumen, we unearth growth opportunities, connect technologies with markets and deliver business impact

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Future of

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Foresight & Weak Signals
Key Industry Trends & Exponential Technologies
Technology Landscape & Deep Dive
Markets & Regulations Assessment
Technology Roadmaps & Horizon Planning
Business Disruption Monitoring & Opportunity Radar
Solutions Scouting & Benchmarking
Technology, Market & Business Model Evaluation
Innovation Pipeline Development
Partner & Supplier Identification & Assessment
Business Continuity: Key Data, Competitive Positioning, and Customer Analysis
Partner/Supplier Collaboration & M&A Support
Technology Adoption
Technology Commercialization
Company / Technology Benchmarking & Due Diligence
Technology Implementation Ecosystems

Industry Participants

Forestry

Water

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The Business Functions for Whom We Create Value

Insights
Strategize
Implement Disruption
How can I be faster and more dynamic in product development?
Who are tomorrow’s competition in base chemicals?
What can I learn from other industries in sustainability?
When can digital technologies give me an advantage?
Where will suitable and lucrative unmet needs be?
What are my competitors planning to do? Can you help to benchmark them?
Where will regulations close or open my market?
How do I find new market segments?
What are the opportunities for service business?
What are the capabilities of start-ups in my industry?
What are future scenarios for my industry?
Early Signals
Technology Landscape, Roadmaps and Scenario Planning
Opportunity Identification
Policy Drivers & Regulations Assessment
Market Potential, Attractiveness & Outlook
Competition Analysis & Benchmarking
New Use Cases and Business Models
Innovation Pipeline Development
Partner/Supplier Collaboration & M&A Support
How can I be faster and more dynamic in product development?
Who are tomorrow’s competition in base chemicals?
What can I learn from other industries in sustainability?
When can digital technologies give me an advantage?
Where will suitable and lucrative unmet needs be?
What are my competitors planning to do? Can you help to benchmark them?
Where will regulations close or open my market?
How do I find new market segments?
What are the opportunities for service business?
What are the capabilities of start-ups in my industry?
What are future scenarios for my industry?
Early Signals
Technology Landscape, Roadmaps and Scenario Planning
Opportunity Identification
Policy Drivers & Regulations Assessment
Market Potential, Attractiveness & Outlook
Competition Analysis & Benchmarking
New Use Cases and Business Models
Innovation Pipeline Development
Partner/Supplier Collaboration & M&A Support

Future of

Industries

Technologies

Markets

Business Models

Competition

Regulations

Short Term
Medium Term
Long Term

The Business Functions for Whom We Create Value

Diverse technological advancements will define the future of connected mobility

The Business Functions For Whom We Create Value

Diverse technological advancements will define future of connected mobility

  • Insights
  • Strategize
  • Implement Disruption
  • How can I be faster and more dynamic in product development?
  • Who are tomorrow’s competition in base chemicals?
  • What can I learn from other industries in sustainability?
  • Where will suitable and lucrative unmet needs be?
  • What are my competitors planning to do? Can you help to benchmark them?
  • Where will regulations close or open my market?
  • How do I find new market segments?
  • What are the opportunities for service business?
  • What are the capabilities of start-ups in my industry?
  • Short Term
  • Medium Term
  • Long Term
  • Insights
  • Strategize
  • Implement Disruption
  • Early Signals
  • Technology Landscape, Roadmaps and Scenario Planning
  • Opportunity Identification
  • Policy Drivers & Regulations Assessment
  • Market Potential, Attractiveness & Outlook
  • Competition Analysis & Benchmarking
  • New Use Cases and Business Models
  • Innovation Pipeline Development
  • Partner/Supplier Collaboration & M&A Support
  • Short Term
  • Medium Term
  • Long Term
  • Insights
  • Strategize
  • Implement Disruption
  • Which are the promising waste sorting / pre-treatment technologies available?
  • Which packaging materials would be replacing virgin plastics?
  • What innovations are driving waste to chemicals initiatives?
  • Which chemical recycling technologies should we invest?
  • Which alternative feedstocks are more sustainable?
  • How are innovations linked with customer unmet needs?
  • Who are my university partners for future innovation?
  • How will the demands for sustainability and traceability impact my future R&D direction?
  • Which biotech technology would be relevant for chemicals production?
  • Short Term
  • Medium Term
  • Long Term
  • Insights
  • Strategize
  • Implement Disruption
  • Early Signals
  • Technology Landscape, Roadmaps and Scenario Planning
  • Opportunity Identification
  • Market Potential, Attractiveness & Outlook
  • Competition Analysis & Benchmarking
  • Solutions Scouting
  • New Use Cases & Business Models
  • Innovation Pipeline Development
  • Partner And Supplier Identification & Assessment
  • Technology Implementation Ecosystems
  • Short Term
  • Medium Term
  • Long Term
  • Insights
  • Strategize
  • Implement Disruption
  • Predicting the movements in volume numbers in my industry?
  • Who are my tomorrow’s competition?
  • Where can I find new start-ups?
  • Materials availability, cost & technology change overtime? Will it impact my potential?
  • Where will unmet needs be?
  • What are the key consumer trends? Impact on my business?
  • Finding new market segments?
  • What can the start-ups in my industry do?
  • Where can I disrupt other industries?
  • Short Term
  • Medium Term
  • Long Term
  • Insights
  • Strategize
  • Implement Disruption
  • Technology Landscape, Roadmaps and Scenario Planning
  • Opportunity Identification
  • Policy Drivers & Regulations Assessment
  • Market Potential, Attractiveness & Outlook
  • Competition Analysis & Benchmarking
  • New Use Cases & Business Models
  • Innovation Pipeline Development
  • Partner And Supplier Identification & Assessment
  • Partner/Supplier Collaboration & M&A Support
  • Technology Implementation Ecosystems
  • Short Term
  • Medium Term
  • Long Term
  • Insights
  • Strategize
  • Implement Disruption
  • How can I be faster and more dynamic?
  • What innovations will disrupt my industry in the next few years?
  • What can I learn from other industries?
  • Introducing new technology?
  • What would be the impact of digitalization / industry 4.0?
  • Are there any solutions out there that improve quality, efficiency?
  • Find new partners?
  • What can the start-ups in my industry do?
  • Materials availability, cost & technology change overtime? Impact?
  • Short Term
  • Medium Term
  • Long Term
  • Insights
  • Strategize
  • Implement Disruption
  • Technology Landscape, Roadmaps and Scenario Planning
  • Policy Drivers & Regulations Assessment
  • Competition Analysis & Benchmarking
  • New Use Cases & Business Models
  • Innovation Pipeline Development
  • Partner And Supplier Identification & Assessment
  • Partner/Supplier Collaboration
  • Technology Implementation Ecosystems
  • Short Term
  • Medium Term
  • Long Term
  • Insights
  • Strategize
  • Implement Disruption
  • What is the impact of sustainability on our business?
  • How regulations vary per region / country and how do they impact us?
  • Which are best-fit carbon capture technologies?
  • What are the winning circular business models?
  • How various bio-waste can be upcycled to be used in F&B, Pharma, HPC, etc. industries?
  • Which chemical recycling technologies are likely to win?
  • How do we continue to be a sustainability leader?
  • What is the future of plant / mill / refinery / shop floor / etc.?
  • What new features / designs / materials should be there in the product of the future?
  • Short Term
  • Medium Term
  • Long Term
  • Insights
  • Strategize
  • Implement Disruption
  • Sustainability Roadmap
  • Peer Strategy and Best Practices
  • Solution / Technology / Partner etc. Scouting
  • Policy Drivers and Regulations Assessment
  • Future of process / product
  • LCA, Materiality, etc. assessment
  • New Use Cases & Business Models
  • Innovation Pipeline Development
  • Partner / Supplier Collaboration & M&A Support
  • Short Term
  • Medium Term
  • Long Term

Client Success Stories

Supplier Scouting Breakthrough​: Mapping alternative chemistries to de-risk critical coatings supply​

Chemicals & Materials

At-a-glance Faced with over-reliance on a handful of suppliers for chemicals used in protective coatings, a global equipment...

Bio-based Commercialization Strategy: How we worked with a petrochemical leader to deliver the commercial due diligence necessary for a Go or No-Go investment decision

Chemicals & MaterialsAlternative/New Feedstock

At-a-glance A leading petrochemical company is exploring bio-based alternatives to synthetic chemicals used in cosmetics and...