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About Commercial Advisory Foundation Opinion

— Section 05

Opinion.

Professional writings on the structure, strategy, and direction of the global chemical and specialty industries.

  • Essay 01 2026

    A Structural Shift in Global Chemical and Pharma Infrastructure.

    The East-to-West acquisition trend in chemicals and pharma validates a 10-year position. The evidence is in the numbers — Europe’s share of global chemical sales has fallen from 27% to 13%, China’s has risen from 10% to 46%, and India has gone from 1 to 46 billion-dollar chemical companies in 20 years.

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