SystemIQ & Agora Industry：2026欧洲化工领先市场研究报告：可持续化工优先市场排序（英文版）（33页）.pdf

1、 Lead markets in chemicals Prioritisation of lead markets for sustainable chemicals Spring 2026 Agora Industry Systemiq Ltd 10-12 Russell Square House,London,WC1B 5EH,UNITED KINGDOM .Systemiq Lead markets in chemicals 1 Preface The European chemical industry is facing a period of profound structural

2、 pressure.Intensifying international competition,rising geopolitical volatility,and growing trade tensions are reshaping global production dynamics,while the imperative to address climate change adds further urgency for transformation.Yet the sector remains foundational to Europes industrial base,un

3、derpinning economic prosperity,high-quality employment,and strategic resilience.A decline in domestic production would not eliminate demand,but rather risk shifting production and associated emissions abroad.At the same time,Europes dependence on fossil-based feedstocks presents a structural vulnera

4、bility for a resource-constrained continent.This moment therefore represents both a challenge and an opportunity.Europe is well positioned to lead in the transition towards sustainable chemicals.It combines deep industrial expertise,strong innovation capabilities,and access to capital with a regulat

5、ory environment that systematically prices carbon along the lifecycle.Adjacent mandated demand in green fuels like SAF for aviation and green methanol and ammonia for shipping can contribute critical scale in production.Harnessed effectively,these strengths can enable the development of a competitiv

6、e,low-carbon chemicals sector that aligns with Europes broader economic and climate objectives.This report contributes to that vision by examining which end markets can act as lead markets to support the emergence of sustainable chemicals production.It provides strategic framing,conceptual structure