Post by Kodiak

Capital, capability, and competitiveness are reshaping the U.S. chemical industry — and this edition tracks the moves that matter. Here's what's driving decisions right now: 🤝 Olin + Huntsman Corporation agree to a ~$12.5B merger reshaping epoxy, polyurethane + chlor-alkali supply 🧴 Dow invests $100M to expand specialty silicone capacity 🔥 U.S. Steel funds a ~$475M quench & tempering line at Fairfield Tubular ⛽ Energy Transfer expands its Nederland NGL terminal (+240,000 bpd ethane) 🏥 Jabil invests $102M in North Carolina healthcare molding 📊 American Chemistry Council's latest resin production + sales data lands 🌱 Univar Solutions sets new 2030 sustainability goals 🤖 PPG uses AI to crack coatings formulation ✈️ NEXTCHEM licenses tech for a biomass-to-SAF project 🎓 US chemistry graduate programs scale back — a talent-pipeline warning At Kodiak, we pay close attention to these shifts because they shape the real-world decisions our customers face every day — from compliance and sourcing to performance, safety, and profitability.