Adhesives - Reactive: Market Size & Forecast 2026

The global reactive adhesives market sits at approximately USD 18.5 billion in 2025 (base year), held in a structurally tight balance between mature automotive and construction demand, accelerating electronics miniaturisation, and a feedstock chain dominated by epoxy resins and isocyanates whose pricing power has shifted markedly since the 2021 supply shock. > **Analyst Take.** Our view: the consensus 5.8% CAGR looks aggressive against a mature feedstock-anchored category. A 5.8% CAGR implies market doubling inside 12-13 years, and the numbers do not support that velocity against a replacement-driven demand base and raw material cost volatility. Our base case sits closer to 4.5-5.0%, with the 5.8% figure only defensible if electronics and EV battery-encapsulation demand exceeds our central forecast by 30%+. Buyers who priced contracts off the consensus figure are building in a structural

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