Chemicals
Chemicals strategy requires a clear view of feedstock, manufacturing, logistics, customers, end markets, technology, regulation, and capital cycles. 23.5 Strategies helps chemicals businesses and investors assess growth, margins, portfolio position, and value creation.
Perspective
How we think about chemicals.
Chemicals businesses operate in a complex environment shaped by feedstock economics, manufacturing performance, product differentiation, customer demand, logistics, regulation, technology shifts, sustainability pressure, and capital cycles.
Strategy in this sector cannot be purely market-facing. It must be operationally grounded. Product-market fit, plant performance, feedstock exposure, customer mix, end-market demand, transportation cost, and capital timing all influence whether a chemicals business creates durable value.
23.5 Strategies advises chemicals and materials companies, investors, and leadership teams on strategy, commercial performance, growth, portfolio positioning, value chain analysis, and value creation planning. The firm helps clients evaluate where margins are earned, where complexity is diluting performance, which assets are advantaged, and which markets deserve capital.
The chemicals sector is often discussed in broad categories: basic chemicals, specialty chemicals, polymers, materials, intermediates, and industrial inputs. The more important questions are usually more specific. Which products deserve investment? Which customer segments are attractive? Which markets are structurally oversupplied? Which sustainability pressures create risk, and which create opportunity?
23.5 applies an operator-investor lens to chemicals strategy, connecting commercial decisions to operating realities and capital outcomes.
Relevant Advisory Work
Representative work.
- Chemicals and materials strategy
- Feedstock and value chain analysis
- Product and market positioning
- Customer and margin segmentation
- Commercial optimization
- Portfolio and asset review
- Acquisition and partnership evaluation
- End-market exposure analysis
- Value creation planning
- Strategic narrative and board materials
Relevant Capabilities
Growth Strategy & Value Creation
Identify where value compounds, where it leaks, and where leadership attention will move the curve.
Commercial Performance Optimization
Pricing, margin, and commercial discipline grounded in how the market actually behaves.
M&A, Capital & Transaction Advisory
Operator-led judgment on the decisions that drive transaction outcomes — before, during, and after the deal.
Engagements
Engage the firm on chemicals.
The firm engages selectively. If your situation warrants senior counsel, we will respond personally.