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Materials & Chemistry Strategy Weekly Report — Vol. 49 (2026.07.06 — 07.12)

Vol. 49 | 2026.07.06 — 07.12 | Market Mood: 75 / 100 — Optimistic

Advanced materials are undergoing a profound transformation. AI is slashing R&D cycles by 50%, enabling over 30 new material classes for critical applications like batteries and magnets. Circularity is paramount, with the chemical recycling market projected to hit $25.79B by 2035, essential for e-waste and PFAS compliance. Simultaneously, demand for high-performance adhesives in semiconductors and aerospace is fueling a $2.09B market. Western R&D directors and tech investors must understand these convergent trends to secure supply chains and capture high-value markets.

This week’s intelligence provides critical insights for strategic investment and future innovation roadmapping.

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