The chemical industry is entering a decade where uncertainty is becoming the operating context. Geopolitical fragmentation, maritime chokepoint risks, climate linked disruptions, feedstock volatility, regulatory divergence, and changing customer expectations are challenging supply chain models built primarily around scale and efficiency. Future competitiveness will depend on the ability to sense disruption early, absorb shocks, and reconfigure supply chains with speed and discipline.

      For India, this moment presents both opportunity and responsibility, supported by strong domestic demand, a growing manufacturing base, and policy momentum. At the same time, supply chains are shifting from reactive systems to connected networks enabled by AI, control towers, and digital technologies, requiring a strategic playbook focused on resilience, sustainability, digital-first operating models, ecosystem partnerships, and policy alignment.


      Key highlights of the report

      • Structural uncertainty and global shift
        • 'Uncertainty is becoming the operating context' driven by geopolitical fragmentation, climate disruption, and volatility
        • Supply chains built around scale and efficiency are being fundamentally challenged
      • India’s strategic opportunity
        • Strong domestic demand and industrial base position India as a potential global supply chain anchor
        • Success dependent on addressing infrastructure, feedstock, and regulatory bottlenecks
      • Intelligent, Adaptive supply chains
        • Shift from reactive systems to “connected networks” with real-time visibility and decision-making
        • Enabled by AI, digital twins, IoT-based visibility, and control towers
      • Resilience by design
        • Need for diversified sourcing, backward integration, and strategic inventory buffers
        • Emphasis on designing resilience, not improvising during disruption
      • Strategic playbook for the future: Five imperatives
        • Resilience by design
        • Sustainability at scale
        • Digital-first operating models
        • Ecosystem partnerships
        • Policy alignment


      Beyond the horizon: Designing the chemical supply chain for a decade of uncertainty

      Designing the chemical supply chain for a decade of uncertainty where resilience, adaptability, and intelligence define future competitiveness

      Key Contact

      Aman Sethi

      Partner, Oil & Gas, Chemicals, Business Consulting

      KPMG in India

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