What is the ACC's forecast for U.S. chemical production growth in 2026, and how does it break down by chemical type?

The American Chemistry Council (ACC) forecasts U.S. chemical production to rise by 0.5% in 2026, reflecting a sharply divided industry landscape described as 'commodity chemicals recovering, specialty chemicals under pressure, and exports emerging as a bright spot.' Specifically, basic chemicals output is expected to grow by 1.3%, agricultural chemicals by 1.9%, while specialty chemicals will decline by 0.3% and consumer chemicals by 1.9%. This divergence underscores the sector’s uneven recovery, driven by varying demand dynamics across end markets and global supply disruptions.

Why is U.S. chemical exports expected to grow in 2026, and what role do geopolitical events play in this trend?

U.S. chemical exports are projected to increase by 4% in 2026, driven primarily by production disruptions in the Middle East and Asia, which have elevated global demand for U.S.-sourced petrochemicals. The ACC attributes this export strength to the ongoing geopolitical instability — particularly the Iran-related conflict — which has impaired regional manufacturing capacity and amplified reliance on American supply chains. Although the ACC assumes the Middle East conflict will subside by the end of the second quarter, it warns that residual economic uncertainty will persist throughout the year, sustaining export momentum and reinforcing the U.S. industry’s long-standing trade surplus position in chemicals.

ACC Forecasts US Chemical Production to Rise 0.5% in 2026

Jun 16, 2026

The American Chemistry Council predicts US chemical production will grow 0.5% in 2026, driven by basic chemicals and exports despite geopolitical uncertainties. Capital expenditure is projected to reach $35.7 billion.

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