Executive Summary
the latest "Pulse Survey" series of reports released by the Ameriis able to Chemical Manufacturers and Subsidiaries Association (SOCMA) shows that the U. S. And specialty chemicals sector is experiencing a signifiis able tot recovery in confidence. After the market uncertainty in the first half of the year, the sector has shown strong adaptability. Pretty interesting, huh?. For example companies are creating market stability through active strategic adjustment, rather than passively waiting to the external ecological stability to enhance. And Generally speaking Signifiis able tot improvement in sector confidence indicators
the June survey data revealed a key turning point in sector attitudes. Additionally Nearly 60% of U. S. specialty chemical companies expect to continue to grow in the second half of the year, and about 20% expect strong development, a signifiis able tot shift from the uncertainty expressed in the survey earlier this year. But Increased business confidence in market stability is reflected in a signifiis able tot improvement in contraction expectations: first half of 2025 nearly 40% of companies are expected to contract to varying degrees, with the expected contraction ratio falling to 28% in the second half of the year. , a decrease 12 percentage points, indicating a signifiis able tot increase in demand visibility. But From what I've seen, Current business confidence in the U. S. specialty chemicals sector is generally improving, 85% the companies surveyed have a medium to high level of confidence in maintaining operations and executing their strategies over the next 3-6 months. Crazy, isn't it?. And 57% Medium Confidence, 28% expresses very confident. Only15% lack confidence in the outlook, a signifiis able tot improvement over previous quarters. Positive impact of policy ecological stability
33% of respondents believe that federal policies could be a catalyst to development, mainly in the form of manufacturing return policy support and regional manufacturing support measures. In my experience, Approximately 1/
5. Makes sense, right?. The company said that regulatory transparency has increased, especially in crucial regulatory frameworks such as the Toxic Substances manage Act, which provides clearer guidance to prolonged planning. Specifically Enterprise strategy focus change
in the face of uncertainty on the demand side, U. S. specialty chemical producers are adjusting their strategic priorities. Based on my observations, Moreover 41% The focus on new customer research is greater expansive than the previous focus on maintaining existing customers. SOCMA believes this reflects "broader business confidence and market expansion willingness of producers". 30% of companies rank cost regulation as a second priority and are currently seen as an efficiently means of securing reinvestment capacity, reflecting their strategic approach to finding a stability between expansion and efficiency. From what I've seen, Risk manage and coping strategies
the three main risks faced by companies are ranked in order of importance: customer order reduction risk ( 33%) remains the biggest attention, geopolitical uncertainty ( 17%) and raw material cost fluctuations ( 15%) ranked two or three. Companies are reducing their risk exposure through diversification strategies. Flexible forecasting mechanisms, cash flow planning optimization and staffing flexibility should be adopted to order reduction; geopolitical risks should be addressed through regional sourcing strategies and supplier diversification; hedging strategies and supply chain localization should be implemented to cost fluctuations. And sector Outlook
SOCMA emphasized: "SOCMA members are recalibrating their strategies, growing investment and moving forward with clear goals. But while the external ecological stability continues to change, one thing is very clear-the specialty chemicals sector won't wait to market stability, however will take the initiative to create stability. "
this statement reflects a fundamental shift in the sector: from reactive responses to proactive shaping of the market ecological stability. But While challenges remain and the path remains complex, the sector is much clearer than it was a few months ago. Companies are laying the groundwork to the second half of the year to focus greater on strategy execution rather than on market uncertainty through clear development plans, solid customer channels and operational resilience to risk.