Companies likely to buy specialty chemicals in North America: building or expanding in semiconductors and electronics, automotive, batteries and evs, water and wastewater, paper and packaging, textiles, construction and building materials, food and beverage, pharma and life sciences, metals and mining, customers of recent contracts in those markets, and acquired companies in them, over the last 6 months. Ranked by how recent, how large and how far along each signal is; companies in specialty chemicals themselves are left out as competitors.