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Chemical Production Regional Index

Chemical Output Climbs on U.S. Manufacturing Strength

U.S. production increased 0.6% over the month but remained down 0.7% from a year ago. according to new data from the American Chemistry Council (ACC).

“The U.S. chemical industry gained momentum as manufacturing activity strengthened,” said David Lan, ACC’s Director of Economics and Statistics. “The ISM Purchasing Managers Index shows broad manufacturing expanded for a third consecutive month in March, with the report also highlighting growth in the chemical sector—driven by rising production, new orders, and export demand.”

“The chemical industry is a key economic bellwether, as American manufacturing depends on chemical inputs to support production across key sectors - from electronics and energy to housing and autos,” Lan explained.

“Outside the U.S., global chemical production slipped 0.6% in March, reversing a modest gain in February,” Lan said. “The closure of the Strait of Hormuz constrained feedstock supplies to producers globally—especially in Asia—while disruptions tied to the Middle East conflict drove a sharp drop in output. While production rose in North America, Europe, and South America, those gains were more than offset by declines across Africa and the Middle East, the former Soviet Union, and the Asia-Pacific region.”

Key findings:

  • U.S. Output Strengthened: Chemical production improved across all U.S. regions and nearly all segments. The only two segments showing decline were specialty chemicals and agricultural chemicals. According to ACC’s Chemical Manufacturer’s Economic Sentiment Indicator (ESI) for the 1st Quarter of 2026, production, new orders, capacity utilizations and company activities all showed significant improvements compared to the previous quarter.
  • ↑ China Steady: In March, China’s CPRI edged higher by 0.1% and stood 6.2% higher than a year ago. March PMI readings for China’s overall manufacturing sector moved back into expansion, consistent with post–Lunar New Year normalization. Export dynamics remain central to Chinese goods manufacturing: overseas orders stabilized, but Middle East-related shipping disruptions continue to complicate export logistics and supply of raw materials.
  • ↓ Middle East Tumbles: With the outbreak of the conflict, chemical output in the Middle East & Africa region declined sharply in March, down 7.7% during the month and 6.2% lower than a year ago. March PMIs in the regions signaled contraction in most of the regions’ economies, reflecting pressure from military actions, shipping insecurity, and trade disruption across key corridors.
  • ↑ Europe Stabilizes: Europe’s CPRI rose 0.5% in March compared to February and remained down 3.3% from a year ago. The March manufacturing PMI indicated that the broader European manufacturing sector expanded for a second month, however the improvement in manufacturing activity may have reflected the anticipation of renewed logistics disruptions. Germany (+1.2%), France (+1.0%), and the UK (+0.9%) drove gains in chemical production, partially offset by declines in Italy (-0.4%) and the Netherlands (-0.8%).
  • ↑ South America Mixed: In March, South America’s chemical manufacturing index rose 0.6% and was down 0.8% from a year ago. March PMI signals showed continued contraction in Brazil’s manufacturing sector, the largest economy in the region.

Additional Data