1、Executive PerspectivesMarch 2026ChemicalsAI as the new performance divide1Copyright 2026 by Boston Consulting Group.All rights reserved.IntroductionWe meet often with CEOs to discuss AIa topic that is both captivating and rapidly changing.After working with over 2,000 clients for more than two years
2、,we are sharing our most recent insights in a new series designed to help CEOs navigate AI.With most sectors going through major shifts,the focus in 2026 is on how to leverage AI to fully transform organizations and create new sources of competitive advantage.The chemicals sector is under pressure.O
3、vercapacity and weak demand are squeezing margins,while customers expect greater performance,resilience,and sustainability.AI offers a new set of levers that can help chemical companies reimagine operations,accelerate innovation,improve commercial performance,and create sustainable competitive advan
4、tage,while unlocking meaningful EBITDA uplift.Against this backdrop,three questions matter most for chemical leaders:What does it mean to operate as an AI-first chemicals company end to end?How are leading chemical players using AI today to drive productivity,margin improvement,and growth?What pragm
5、atic steps should companies take to move from isolated pilots to a scaled transformation?Advances in agentic AI,as well as predictive and generative AI,are enabling chemical companies to move AI from a support tool to a foundational capabilityand the leaders are already creating value.In this Execut
6、ive Perspective,we outline how AI-first chemical companies can unlock end-to-end transformation and sustained value creation12Copyright 2026 by Boston Consulting Group.All rights reserved.Executive summary|AI-first chemical companies will emerge as the winners from the current industry downturn1.The