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The Q2 2025 GPCA Chem-Focus analyzes the impact of newly imposed US tariffs, including 10% baseline tariffs on all imports and 145% tariff on Chinese goods — as well as China’s retaliatory measures on the GCC chemical industry. With over USD 2.8 billion in annual exports to the US, the sector faces rising costs, reduced competitiveness, and investment uncertainty. Core exports like urea, paraxylene, and PET are most vulnerable. However, China’s reduced reliance on US imports may open new opportunities for GCC producers. This edition of GPCA’s Chem-Focus urges GCC stakeholders to diversify markets, invest in downstream value chains, localize strategic assets, and push for free, fair, and rules-based trade to maintain long-term competitiveness and resilience.