KPMG's Deal Capsule Chemicals Newsletter

Our Newsletter “Deal Capsule Chemicals” provides regular insights into selected transactions, as well as developments in the M&A market and topics shaping the transaction landscape of the global chemicals industry – ranging from portfolio restructuring and regional consolidation, through increasing private equity activity and geopolitically driven localisation, to the growing demand for sustainable and specialised assets. In addition, our experts provide further insights into the market trends and examine a specific topic relating to the global transactions and investment market.

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Archive Issues

Here you will find the past issues of the newsletter, covering selected deals, developments in the M&A market, and the key issues shaping the sector’s transaction market.

Current Issue
Archive

An overview of the topics in the current issue (June 2026):

Deal activity: Global chemicals M&A deal volumes with decrease of 2% Y-o-Y and deal value falling ~31%. While small-deal volumes declined 19% and mid-size deal volumes fell 7%, the volume of megadeals dropped sharply by ~33%.
M&A market dynamics: Overcapacity, weak demand, pricing pressure, and geopolitical risks shaped deal activity in Q1 2026. Buyers preferred smaller and more controllable deals.
Corporate acquisitions: Strategic buyers led the M&A landscape focusing on carve‑outs of non‑core and structurally disadvantaged businesses, and bolt‑ons to sharpen portfolios, strengthen value chains, and extend downstream reach.
PE activity: PE deals accounted for 41% of the total deals in Q1 2026, with focus skewed toward smaller, value‑driven and carve‑out assets offering steadier cash flows, clearer operational upside and longer holding periods.
Localization: Rising geopolitical and tariff risks accelerated regionalization, with domestic deals accounting for nearly 75% of total activity, as companies prioritized supply security, feedstock flexibility, and in‑market manufacturing over cross‑border exposure.