About

Advanced materials and the specialty chemicals that enable their production are becoming increasingly critical across Artificial Intelligence, Electrification, and Defense.

Demand for these materials is accelerating rapidly as investment intensifies across next-generation technologies and geopolitically sensitive industries. 

Learn from sector experts as they examine the growth opportunities and strategic factors shaping specialty chemical and critical material value chains. 

What You Will Learn

By the end of the course, participants will be able to:

  • Map critical value chains across semiconductors, lithium-ion batteries, rare earths, and defense chemicals, linking raw materials to end-use performance.
  • Evaluate market attractiveness using chemical-industry metrics such as capacity, feedstock exposure, cost      positions, and pricing power.
  • Identify supply risks specific to sectors, including processing bottlenecks and geopolitical concentration, and understand mitigation strategies like dual sourcing and localizing refining.
  • Connect the importance of these materials to macro demand drivers, including AI data centers, electrification, and defense procurement.

Why This Matters Now

Across all three themes—AI, electrification, and defense—the limiting factor is increasingly not design ambition, but materials scalability and assured supply:

  • AI growth increases demand for semiconductors, advanced packaging, high-performance displays, power electronics, motors, thermal management materials, and the chemicals that produce them.
  • Electrification scales consumption of lithium salts, electrolyte solvents, cathode/anode materials, binders, separators, and specialty fluorinated materials, where small formulation changes can create major performance and safety differences.
  • Defense depends on high-performance polymers, fibers, energetic and functional materials, and on procurement models that demand traceability, qualification, and dependable domestic/ally supply.

In each case, specialty chemicals and critical materials become strategic chokepoints: they are often a small portion of total system mass but a disproportionate driver of yield, reliability, and mission-critical performance. 

Participants leave with a practical framework to assess:

  • Where demand is structurally accelerating
  • Which nodes are strategically constrained
  • How manufacturing economics and qualification drive margins
  • What “criticality” means in operational, commercial, and geopolitical terms

Unable to travel? Join the training virtually for $3,250. Simply register with promo code VIRTUAL.

Rates 

  • Regular rate: $3,750
  • Virtual rate: $3,250

Group discounts available: Contact us to learn more.

Venue

25 Ropemaker Street

London EC2Y 9LY

United Kingdom

S&P Global - London

25 Ropemaker Street
London, EC2Y 9LY
United Kingdom