52 CHEMICALS KNOWLEDGE HUB Issue 1 / July 2025 Mid-year momentum: a clearer path forward for specialty chemicals The June 2025 Pulse Poll marks a turning point in the industry’s trajectory—and serves as the final installment of SOCMA’s Navigating Volatility and Change Pulse Poll series. Earlier in the year, respondents voiced caution amid ongoing volatility in demand, costs, and regulatory uncertainty. By contrast, the June findings reflect a sector regaining its footing and leaning into growth with greater clarity and control. Reported revenue growth has increased since Q1, with more than 40% of companies now indicating gains—a notable rise from early-year snapshots where stability was the prevailing theme. Nearly 60% now anticipate continued growth into the second half of the year, revealing a confident shift from reactive posture to proactive strategy. Importantly, fewer companies are citing U.S. policy and regulation as major obstacles. In our May survey, uncertainty around TSCA and trade enforcement tempered optimism. By June, the U.S. federal rallying cry toward reshoring and regulatory clarity are emerging as enablers, rather than constraints. This evolution also reflects SOCMA’s proactive efforts to elevate specialty chemicals as critical inputs to support a more predictable business environment. The pulse results also show a narrowing of operational uncertainty. Risk remains, particularly around customer demand and input costs, but companies are increasingly embedding those challenges into stronger commercial playbooks. Compared to earlier surveys, there is less hesitation—and more evidence of execution. As SOCMA concludes this half-year Pulse Poll Series, this final snapshot underscores an industry on the move. Our members aren’t just managing change— they’re shaping what’s next. Key insights & strategic signals Growth builds across the sector Over 40% of companies reported moderate to strong revenue growth in the first half of 2025, with nearly 60% expecting continued gains in the second half. These results reflect a sector moving confidently from stabilization toward strategic growth. Risk met with readiness Companies are proactively managing market complexity with sharper forecasting, more agile sourcing, and stronger commercial planning—turning challenges into opportunities for performance improvement. U.S. policy tailwinds strengthen strategic action The Trump Administration’s focus on reshoring and greater regulatory clarity are leading to business confidence. In parallel, firms are taking action, focusing on securing new customers, cost efficiency, and capacity expansion to fuel continued momentum. INNOVATION & TRENDS
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