Specialties

Updates on the production and development of specialty chemicals in Europe: manufacturers, investors, new plants, expansions and more.

Recent developments

Circular feedstocks

Covestro and Fraunhofer UMSICHT signed to operate a 2 kt/y pilot for smart pyrolysis of rigid polyurethane foam waste, targeting 99% aniline for recycled MDI by 2028. EU end‑of‑life rules and growing European insulation demand frame the project’s rationale for recovering precursors from difficult PUR/PIR waste streams.

Catalyst developments

Evonik Catalysts launched Chlorocel 909 chloride adsorbent, an MMO-based guard-bed media delivering >15% higher chloride loading and longer cycles, complementing the Chlorocel range. Topsoe met 2025 guidance and opened a Solid Oxide Electrolyzer Cell manufacturing facility in Herning; e‑fuel agreements progressed, though 2026 guidance reflects market uncertainty.

Regional capacity

BASF expanded dispersion production in Durban and added an application lab to support coatings, construction, and paper across Africa. Infineum strengthened India supply chains with a new blending facility in India operated by LSR Specialty Oils, with provisions for future expansion and localization.

Portfolio moves, results

SEQENS announced the sale of its Botanical Actives and In Vitro Diagnostics activities in Limoges to Solabia, sharpening focus on Pharmaceutical Solutions and Specialty Ingredients while retaining select personal care offerings. Evonik confirms 2025 results and 2026 outlook: sales down 7% to €14.1bn, adjusted EBITDA €1.87bn, and a future dividend linked to adjusted net income.

Pharma adjacency

GSK and Alfasigma license agreement for linerixibat rights transfers global development and commercialization, with $300 million upfront and additional regulatory and sales milestones. Submissions are under review in the US, EU, UK, China, and Canada, supported by phase III GLISTEN efficacy and safety data.

New construction vs expansion

Owners & Investors

Top 5 companies involved as owner and/or investor in current and planned Specialties projects:

BASF , Arkema , WACKER , Evonik , Lanxess , WeylChem , Vulcan Energy , PowerCo , Lyten , and Borealis .

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