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 (August 2026):

Deal activity: In H1 2026, global chemicals M&A deal volume and value declined by 6% and 30% y-o-y, respectively. Activity remained concentrated on transactions supported by compelling strategic or operational rationales, reflecting a highly selective dealmaking environment.
Market dynamics: The sector continued to face a challenging operating environment shaped by overcapacity, weak demand, pricing pressure, China-led supply imbalances, and geopolitical uncertainty.
Corporate activity: Strategic buyers continued to dominate the market, pursuing bolt-on acquisitions, portfolio optimization initiatives, footprint rationalization, and divestitures of non-core assets to strengthen competitiveness and sharpen strategic focus.
Deal profile: Smaller transactions continued to dominate activity, reflecting a preference for targeted acquisitions and lower-risk opportunities over large-scale transformational deals.
Specialty chemicals focus: Investors increasingly favored specialty chemicals and higher-value segments, while commodity-oriented assets continued to face greater valuation pressure.