Explore every episode of the podcast Chemical Show: Business, Leadership, Supply Chain, Talent, AI, Trends - Conversations and more

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Victoria Meyer breaks down second quarter 2026 earnings results from across the chemical industry, pulling out the trends, strategies, and market shifts that matter to business leaders. With Q2 numbers in and disruption still echoing from the ongoing war in Iran, many companies saw stronger results. 

Victoria cuts through the headlines to clarify what’s really happening beneath the surface: better results are mostly price-driven, not volume-led, signaling that supply disruptions and strategic positioning are behind the recent boost. She highlights the critical role of location, sustained portfolio reshaping, and why transformation efforts will continue as demand fundamentals hold steady. 

Key discussion areas this week: 

• Earnings Snapshots: How Dow’s rapid price increases and BASF’s portfolio moves helped deliver strong quarters. 
• War in Iran & Industry Impact: Concrete effects on supply chains, feedstock availability, and why regional advantages are more crucial than ever. 
• Geographical Advantage: How US-based and European manufacturers leveraged disruption, and why location remains a primary driver of competitive edge. 
• Portfolio Restructuring: Ongoing business reshaping at the executive level, including recent M&A and divestitures from BASF, Dow, IMCD, Brenntag, and Univar. 
• Value Migration: Shifts towards differentiated products and growth sectors such as electronics, healthcare, personal care, and data center support. 
• Leadership Discipline: What CEOs are saying (and not saying) about capital allocation, resilience, and sticking to fundamentals as Q3 and Q4 approach. 

Other links: 

Mid-Year Earnings Reset: Access the episode and workbook referenced by Victoria for practical strategic planning. 

In-Depth Analysis: Listen to the recent episode with John Richardson on supply-demand fundamentals and China’s impact. 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Navigating growth, leadership, and innovation in polyurethanes, Robert (Bob) Tauchen, VP of Polyurethanes at the Coim Group, joins Victoria Meyer for an expert look at how the industry is adapting to shifting markets and new technologies. Bob explains Coim’s global strategy as a family-owned Italian company investing deeply in the US, first in New Jersey, and now expanding to Texas to address the evolving needs of North American customers. 

Victoria and Bob discuss the realities of growth expectations post-COVID, why long-term vision is essential in the chemical industry, and how relationships, trust, and reliability drive success in the US market. They also explore how leadership styles are changing with new generations, the stressors facing today’s teams, and why building context and motivation is more important than ever.  

Key topics this week include: 

• Global Expansion: How Coim’s strategy balances investment, logistics, and customer proximity in the US 
• Industry Recovery: The impact of COVID-era growth spikes and how to reset realistic performance goals 
• US Market Dynamics: Why trust, reliability, and local presence matter more than price 
• Leadership Today: Managing across generations, keeping teams engaged, and adapting to new expectations 
• AI in Chemicals: Where AI brings value, why implementation is complex, and the need for thoughtful investment 

Other links: 

Polyurethanes Technical Conference (CPI): Learn more and register for the upcoming event in Orlando here. 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

On this episode of The Chemical Show, Geoff Smith, partner at Mercer, joins Victoria Meyer to unpack what’s really changing in the chemical industry’s talent landscape. Drawing on Mercer’s recent Global Talent Trends Survey, Geoff explains why employee thriving is down, especially among managers, and what leaders can do to support and engage their people in a fast-changing, tech-enabled world. 

Victoria and Geoff discuss the impact of AI and rapid change on jobs, the shift toward flatter organizational structures, and how career progression is evolving. They offer actionable advice for leaders and professionals: communicate with authenticity, clarify career paths, and foster continual learning. The importance of context and judgment, alongside technology skills, gets special attention. 

Tune in for key takeaways: 

• Why employee thriving is dropping and what this means for managers 
• How AI and technology are changing, but not replacing, critical roles 
• The reality of career paths in a flatter organization 
• Leadership priorities: building skills, supporting managers, and clear communication 
• Practical guidance for professionals navigating the “messy middle” of their careers 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

AI is fundamentally changing the game for maritime shipping and supply chain management, especially when global disruptions and unstructured data make traditional approaches less effective. Victoria Meyer sits down with Josh Luby, Director of Product Management at Veson Nautical, to discuss how artificial intelligence, through tools like Veson’s Co Captain, is helping companies move from reactive problem-solving to proactive decision-making. Josh sheds light on the complexity of chemical shipping, the challenges of harmonizing communications, and how Veson’s AI leverages decades of domain knowledge to tackle real-world business needs. 

Their conversation explores the impact of geopolitical shocks, the critical importance of data governance and trust in connected systems, and the measurable ROI chemical companies are already seeing from smarter, more predictive supply chain tools. Whether it's optimizing demurrage claims or enabling faster response to global disruptions, AI is unlocking new levels of reliability and strategic advantage across the industry. 

Key topics addressed this week: 

• The expanding role of AI in chemical and maritime shipping 
• Challenges and lessons learned from rolling out enterprise-scale AI 
• Reducing complexity in demurrage claims and supply chain communication 
• Applying technology during supply chain shocks 
• Strategies for governing data and building user trust with connected platforms 
• The shift from reactive to proactive decision-making across the shipping lifecycle 

Other links: 

•  Per Ostman - Episode 228

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

With the 2026 Chemical Summit on the horizon and Michael Lefenfeld set as the keynote speaker, this timely re-release spotlights his leadership at Hexion as the company moves beyond traditional chemicals into technology-enabled solutions. Victoria Meyer and Michael dig into the pressures facing the industry, from increasing customer demands and global competition to the need for digital transformation and resilient supply chains. 

Their conversation covers Hexion’s approach to innovation through AI-powered systems, the shift to customer partnerships, and talent strategies for a rapidly changing workforce. For business leaders anticipating the themes of the upcoming Chemical Summit, this episode offers practical insights on transformation and sustainable growth in today’s industry landscape. 

Join us to learn more about the following topics this week: 

• Fast-paced transformation in private equity environments 
• Hexion’s journey: legacy, rebranding, and global reach 
• Moving from commodity supplier to solutions provider 
• Using AI and digital tools to improve manufacturing and product quality 
• Addressing workforce shifts and talent needs in chemicals 
• Core leadership lessons: curiosity, collaboration, and diversity 

Other links: 

• Learn more about the 2026 Chemical Summit: https://www.thechemicalsummit.com 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Download the Executive Discussion Guide: https://www.thechemicalshow.com/midyear 

How do you reset your business and leadership strategy when the world refuses to stick to the plan? Victoria King Meyer brings a midyear perspective on the dramatic changes shaping the chemical industry in 2026, ranging from supply chain disruptions caused by geopolitical tensions to the accelerating implementation of AI and ongoing restructuring across global markets. 

Victoria shares a blueprint for turning uncertainty into opportunity as she breaks down three essential resets for both organizations and individual leaders. She highlights the importance of reassessing assumptions, reallocating resources, and building adaptability at every level. With actionable advice and a practical executive discussion guide, this episode offers chemical industry professionals a timely roadmap to recalibrate for a stronger second half of the year. 

Join us this week as Victoria Meyer covers: 

• The necessity of resetting your business plan when the world changes 
• How supply chain and geopolitical risks have shifted industry priorities 
• Moving AI and digital tools from experimentation to value creation 
• Three conversations every leadership team needs to have this summer 
• Building adaptability and removing organizational friction 
• The role of leadership attention, impact, and redefining success in tough times 
• Actionable steps for setting a new personal and professional scorecard for 2026 

• (00:00) - Intro
• (00:27) - Entering 2026 With a Plan vs. Today’s Reality
• (01:22) - Geopolitical Events: War in Iran and Global Supply Chains
• (02:01) - Industry Restructuring and Strategic Shifts
• (02:26) - Transitioning AI From Experimentation to ROI
• (04:57) - Rethinking Business Assumptions for the Second Half
• (06:21) - Reallocating Advantage - Making Critical Choices
• (07:46) - Building Organizational Adaptability
• (11:16) - Resetting Leadership Focus and Effectiveness
• (16:40) - Redefining Success and Measuring Personal Impact
• (20:12) - Embracing the Reset — Fresh Start for the Second Half
• (20:56) - Outro

Other links: 

• Download the Executive Discussion Guide: https://www.thechemicalshow.com/midyear 
• Listen to executive perspectives from S&P Global and Chemical Market Analytics (Episode 250) 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

John Richardson, Director of Market Insights at ICIS, joins host Victoria Meyer to unpack the turbulence of 2026 in the global chemical markets. John shares perspectives on how the Middle East conflict rapidly shifted the market from chronic oversupply to acute undersupply, sending shockwaves through supply chains. The conversation highlights China’s evolving strategy, moving from a net importer to a net exporter of key petrochemicals, alongside the roles of stockpiling, export push, and moving down the cost curve. 

Victoria and John discuss the growing divide between Asian producers, with Chinese assets better positioned than those in Northeast Asia, which have struggled with costly feedstocks and plant shutdowns. John explains how anti-dumping measures and the proliferation of safeguard policies are influencing global trade, and why project delays and overinvestment may push out recovery timelines. Looking ahead, John outlines the key market and geopolitical signals to watch for as the industry navigates through uncertainty. 

Key topics covered: 

• Effects of the Middle East crisis on chemical supply chains and market pricing 
• China’s rapid shift from importer to exporter and its impact on global markets 
• The influence of cost, integration, and energy targets on China’s chemical industry 
• Why some plants may not restart and the long-term view on capacity and demand 
• The future of project investment and what signals indicate market recovery 

Other Links: 

John Richardson 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Restructuring, mergers, and a fundamental reevaluation of competitive advantage are reshaping the chemical industry at a rapid pace. Host Victoria Meyer reviews recent headline-making events, from Evonik's major portfolio changes and Huntsman and Olin’s proposed merger to Trinseo’s bankruptcy and Syensqo’s portfolio review. 

Victoria explores what it means for companies to build sustainable value and rethink where true advantage lies. The episode frames the upcoming Chemical Summit’s theme, “Reshaping Advantage,” and urges listeners to consider whether their current strategies and business models will be enough for the future. 

Key topics in this episode: 

• Industry Restructuring: Major moves from Evonik, Huntsman-Olin, Trinseo, and others... 
• Portfolio Strategy: Shedding legacy businesses and optimizing future growth. 
• Financial Fundamentals: Why improving cash flow and reducing debt are now front and center. 
• Global Market Shifts: The end of China-led demand growth and evolving geopolitical influences. 
• Leadership Priorities: Rethinking business models, talent needs, and the importance of resilient organizations. 
• Upcoming Chemical Summit: Preview of the conference’s four pillars—strategy in a fragmented market, people, execution/resilience, and technology. 

Killer Quote: "Business is going to be won differently in five years from now than it was over the past 35 years." —Victoria Meyer 

Other links: 

• The Chemical Summit 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

What truly sets apart companies succeeding with AI from those still stuck in pilot mode? Host Victoria Meyer unpacks the five critical capabilities every organization needs to translate AI experimentation into measurable business value. Drawing on industry research and real-world conversations with chemical leaders, Victoria highlights why enterprise AI success depends less on technology and more on organizational approach. 

Victoria outlines how strong governance, connected data systems, organizational context, leadership, and a sharp focus on value creation are the real game changers. She shares practical examples, including a mid-sized chemical distributor reshaping its business by integrating AI with thoughtful leadership and context. Tune in for smart strategies chemical industry professionals can use to move AI from concept to competitive advantage. 

Join this episode to learn about: 

• The five critical capabilities for enterprise AI success. 
• Practical examples from chemical industry leaders who are moving from experimentation to measurable ROI. 
• The role of leadership in championing and scaling AI projects. 
• Why business value, not just efficiency, is the true measure of AI success today. 

Other links:
Unlocking ROI with AI in Chemicals | Insights from Kendall Justiniano 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

On this episode of The Chemical Show, Victoria Meyer talks with Kendall Justiniano, Managing Director of Growth Arc Advisors, about the state of AI in the chemical industry. Kendall argues that the “exploratory phase” is over, and the focus must now shift to achieving real business value. They discuss why many companies remain stuck in experimentation mode and what it takes to move beyond isolated pilots to deliver ROI. 

The conversation covers key ingredients for effective AI use: governance, connected systems, and building internal expertise. Victoria and Kendall explore practical barriers like security and data silos, outline where ROI is taking shape in commercial and document-heavy processes, and examine how companies can build context-rich systems for long-term competitive advantage. 

Topics covered this week: 

• AI Maturity Curve: Why has the exploratory phase ended? 
• Adoption vs. ROI: Where chemical companies are seeing returns—and where they aren’t 
• Generative AI beyond chat prompts: Building connections with data systems 
• The Governance Imperative: Data access, security, and responsible experimentation 
• Commercial Applications: Sales, marketing, and procurement as major opportunity areas 
• Context Layers: Embedding company know-how into AI workflows for differentiation 
• Measuring and validating AI performance as systems evolve 

Other links: 

AI Series by Kendall Justiniano 

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REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Fresh from NYSCC Suppliers' Day, host Victoria Meyer shares key updates on the changes shaping personal care. This episode covers top takeaways for chemical suppliers, manufacturers, and value chain partners—featuring on-the-floor conversations with Neslihan Utkan of Croda and Syensqo’s Jennifer Zientek and Tom Brophy. 

Victoria highlights how companies are responding to demands for better performance, more sustainable products, and resilient supply chains. Insights from Neslihan, Jennifer, and Tom show where the industry is headed: multifunctionality, sensory impact, local sourcing, and the rising influence of global innovation. The episode also covers regulatory breakthroughs, such as approval of the first new US sunscreen filter in 25 years, and what faster ingredient approvals mean for suppliers and brands. 

Listen in for insights on: 

• Product innovation: Multifunctional, sensory-focused, and bio-based ingredients 
• Realigning supply chains for resilience and local sourcing 
• New regulatory approvals and their impact on market opportunities 

Don’t miss an episode: Subscribe to The Chemical Show on your favorite podcast player. Like what you hear? Leave a rating and review. 

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REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Turning groundbreaking ideas into real market value is more challenging than most realize. Victoria Meyer and Cameron Begley, host of Tech Transfer Talk (sponsored by Spiegare), explore the pitfalls and successes of technology transfer, innovation, and commercialization within the chemical industry. They draw on years of experience to reveal why many innovations face roadblocks and what companies need to do differently to bring new products to market. 

Their conversation covers the crucial role of leadership in setting risk tolerance, the human factors at the heart of business change, and how digital and regulatory shifts are redefining value and sustainability. This episode offers practical insight for industry professionals on navigating today’s complex innovation landscape. 

Tune in to hear more about: 

• What Technology Transfer Really Means: Moving innovation from lab to real-world impact 
• Why Great Ideas Often Don’t Make It: Commercial hurdles, market fit, and the overvaluation of early-stage IP 
• Operational Excellence vs. Innovation: Why large companies often struggle with disruptive change 
• The Shift from Efficiency to Resilience: Implications for asset strategy, supply chain, and business model design 
• People, Not Just Processes: The human dynamic in successful integration, M&A, and organizational change 
• The Board, the C-Suite, and Risk Appetite: How leadership perspective shapes what gets funded—and what gets killed 
• Measuring Value in Innovation: The unique challenge of quantifying digital investment and other non-traditional initiatives 
• Regulation and Social License: Balancing necessary oversight with the need to accelerate safer, greener technologies 
• Sustainability—Big S vs. Little S: Pragmatic approaches to long-term business health and environmental responsibility 

More Links:

• www.techtransfertalk.com
• www.spiegare.com.au
• https://www.linkedin.com/in/cameron-begley-9138bb/
• https://www.linkedin.com/company/spiegare-consulting/

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Examining Q1 2026 earnings in the chemical industry, Victoria Meyer, host of The Chemical Show, breaks down what company reports really reveal about demand, pricing, and outlook for the rest of the year. Victoria focuses on the critical signals from Q1 and what business leaders should watch as market disruptions continue.

This episode tackles the nuanced difference between stabilization and true recovery, drawing from public earnings calls and direct conversations at recent industry events. Victoria explains that while some companies have seen volume and pricing lift, much of the activity reflects inventory pre-buying rather than fundamental demand. North American petrochemical producers are benefiting from feedstock advantages, whereas Asian and European producers are facing unique challenges, from feedstock constraints to lingering regulatory issues. The episode also highlights how defensive management remains the norm, with a strong emphasis on cost discipline, restructuring, and risk management as companies look to navigate ongoing geopolitical uncertainties and regionally diverse market conditions.

Join us to learn more about the following topics this week:

• Q1 2026 Earnings: What the numbers actually show about recovery versus stabilization
• Demand Signals: Inventory rebuild or genuine end-market momentum?
• Pricing Trends: Where pricing power exists, and why North American producers are “winning”
• Regional Differences: Contrasting scenarios in North America, Europe, and Asia
• Distributor and Specialty Market Performance: Who’s passing on costs and maintaining margin?
• The Management Playbook: How leaders are prioritizing cash generation, cost-cutting, and strategic readiness
• What’s Next: Key risks to watch in Q2 and beyond—including the threat of inventory hangover and profit margin compression

Other Links:

Subscribe to The Chemical Show for weekly insights and analysis from chemical industry leaders.
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REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Five years of volatility have reshaped how chemical businesses define advantage. On this 5th anniversary episode of The Chemical Show, Victoria King Meyer uncovers the industry's most significant shifts since 2021, including the normalization of disruption, the move from efficiency to resilience in supply chains, and the new balance between global and local strategies. She shares how AI is transitioning from a side project to a core business driver, even as the industry lags behind, and why bold promises around sustainability are giving way to more disciplined action.

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Ready to reshape your advantage in the chemical industry? Join Victoria Meyer and top leaders at this year’s Chemical Summit, happening September 29th and 30th in Houston, Texas. The theme:  Reshaping Advantage – with insights tools & discussions on how leaders gaining the upper hand through technology, leadership, talent, and more.

Join the waitlist. Seats are limited, with priority for sponsors, past attendees, and those on the waitlist. Don’t miss your chance to be first in line when tickets become available—join the waitlist now at thechemicalsummit.com.

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Victoria outlines the traits of future winners in the chemical sector: those who act early, build operational resilience, and invest in new talent and digital transformation. Discover what it takes to not just respond to change, but to reshape your business and thrive in an environment where disruption has become business as usual. 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Once considered a back-office function, supply chain management has become crucial to business strategy as disruptions and geopolitical events reshape the chemical industry. Host Victoria Meyer is joined by Jennifer Jewson (LyondellBasell), Claudia Moshiri (Brenntag), and Chad Burke (Economic Alliance Houston Port Region) live from AFPM International Petrochemical Conference to discuss how companies are adapting—emphasizing flexibility, optionality, and visibility to stay resilient and competitive. 

The panel shares practical approaches to risk management, compliance, and digitization, while examining the challenges of infrastructure constraints and the rapid evolution of the global landscape. With insights on real-time disruptions like the Strait of Hormuz, the conversation offers valuable takeaways for industry professionals looking to strengthen supply chain resilience and capability for the future. 

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Listen in this week as Victoria and the Supply Chains Under Stress Panel discuss the following: 

•  Supply chain moves to boardroom priority  
•  Navigating real-time global disruptions  
•  AI and data in decision making  
•  Infrastructure and workforce under pressure  
•  Building resilience and flexibility forward

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Trade uncertainty, regulatory hurdles, and rail consolidation are reshaping the U.S. chemical sector’s path to competitiveness. Chris Jahn, President and CEO of the American Chemistry Council, sits down with host Victoria Meyer to break down how shifting tariff policies, global supply chain complexity, and potential rail mergers are influencing costs, innovation, and industry alignment. 

Chris and Victoria also examine the urgent need for TSCA reform to speed up chemical approvals and keep American manufacturing globally competitive. The conversation highlights how effective advocacy, targeted regulation, and smarter infrastructure policies will be critical for the industry’s future success. 

Additional Links:  

Sustainability Starts with Chemistry with ACC CEO Chris Jahn 

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Join us this week as Victoria and Chris discuss the following: 

• In-Person connections drive industry alignment  
• Trade policy uncertainty impacts U.S. competitiveness  
• Rail mergers threaten costs and agility  
• TSCA delays hinder U.S. chemical innovation  
• Leadership Focus: Prioritizing through industry complexity 

***Don’t miss an episode: Subscribe to The Chemical Show on your favorite podcast player. 
***Like what you hear? Leave a rating and review.
***Want more insights? Sign up for our email list at https://www.thechemicalshow.com 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Scaling up chemical recycling technologies is transforming how the industry tackles plastics waste and circularity. Eric Appelman, Chief Revenue Officer of Aduro Clean Technologies, joins Victoria Meyer to discuss Aduro’s journey, from innovative pilot projects to a commercial demonstration plant in the Netherlands, following their NASDAQ listing. The conversation covers the challenges of commercializing and financing new technology, the crucial role of established partners, and the value of risk management in scaling sustainable solutions. 

Victoria and Eric also dig into how regulations, market expectations, and infrastructure are impacting the adoption of recycled plastics. Their discussion offers practical insights for business leaders looking to build resilient, growth-oriented companies in the evolving landscape of chemical recycling. 

Additional Links:  

How To Scale Sustainable Technology

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Listen in as Victoria and Eric discuss the following: 

• Aduro’s breakthrough approach to plastics recycling   
•  Moving from lab innovation to commercial plant  
•  Market shifts: from promises to practicality  
•  Regulation’s impact on plastics circularity  
•  Leadership lessons for chemical industry startups

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Geopolitics, energy volatility, and persistent oversupply are reshaping the global chemical industry as 2025 draws to a close. Victoria Meyer sits down with Kurt Barrow and Andrew Neale from S&P Global to address the forces driving today’s market dynamics, the impact of government policies, and the shifting landscape heading into 2026. They break down how new sanctions, tariffs, and energy transition policies are influencing everything from oil prices and supply chains to chemical production strategies worldwide.

Related episode: Strait of Hormuz Crisis - How Supply Chains Are Affected Globally - Ep 257

The episode explores regional strengths and vulnerabilities, with North America, the Middle East, and China taking leading roles amid rationalization and capacity closures in Europe and South Korea. Kurt Barrow and Andrew Neale share insights on how chemical producers are responding to cost shifts, supply chain resets, and evolving consumer demand. The conversation also previewed the upcoming World Petrochemical Conference and CERAWeek, emphasizing the need for industry leaders to stay agile in response to accelerated change, emerging technologies, and global market imbalances. 

Victoria, Kurt, and Andrew discuss the following this week: 

•  Why government action, oversupply, and shifting demand are redefining 2025 in the chemical markets.
•  How new sanctions, oil movements, and policy shifts impact feedstocks and chemical production.
•  Real-world examples of how canal disruptions, freight rate swings, and tariffs are reshaping global sourcing.
•  Regional winners and losers as energy prices, assets, and investments shift across Europe, China, and the US.
•  Key strategies for chemical leaders navigating consolidation, energy transition, and market shifts ahead.

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***Like what you hear? Leave a rating and review.
***Want more insights? Sign up for our email list at https://www.thechemicalshow.com 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

AI’s rapid growth is transforming the energy landscape, sparking critical questions about grid reliability, electricity costs, and future solutions. Host Victoria Meyer talks with Amy Myers Jaffe of NYU to discuss how data centers are pressuring regional grids, why battery storage and grid flexibility matter, and what new market rules could mean for consumers and industry. 

The conversation highlights how AI can also drive innovation in materials and manufacturing for the chemical industry, pointing to both challenges and opportunities as energy demand and technology reshape the sector. 

Additional Links:  

Top Risk Trends for Chemicals, Energy, & Mining in 2026 

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Join Victoria and Julie this week as they explore the following topics: 

•  Evolving from journalist to global energy thought leader.
•  AI’s Energy Impact: increasing and shifting electricity demand
•  Batteries and AI are enabling smarter, more flexible energy management.
•  Rising electricity costs spark debate on fair pricing structures.
•  AI fuels chemical innovation and advances sustainable manufacturing.

Killer Quote: "Electricity is the new gasoline." - Amy Jaffe 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Stranded ships and blocked oil routes in the Strait of Hormuz are causing far-reaching disruptions across the global chemical industry. NUCO Logistics Managing Director Farid Tahvildari joins host Victoria Meyer to explain how the Iran war has sparked shipping delays, rising surcharges, and new uncertainties—impacting everything from inventory planning to supply chain strategy for chemical companies. 

Victoria and Farid cover practical actions businesses should take, including diversifying suppliers and preparing for shifting tariffs and paperwork challenges. The conversation also highlights the geopolitical implications for Asia and China, and Farid shares a personal leadership perspective on navigating ongoing crisis and change. 

Additional Links:  

Red Sea Shipping Issues and Resolutions 

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Join Victoria and Farid this week as they explore the following topics: 

•  Strait of Hormuz Crisis and shipping impact  
•  Surging costs and supply chain Disruption  
•  China, India, and Geopolitical oil shifts  
•  Adapting: Diversified suppliers and crisis lessons  
•  Leadership and navigating uncertainty in crisis

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

ChemPoint’s digital-first model is reshaping the chemical distribution landscape by pairing technology-driven sales with a personal touch. Director of Supplier Growth Julie Roberts joins Victoria Meyer to discuss ChemPoint’s evolution from inside sales pioneers to leveraging AI and real-time data for specialty chemicals. Julie highlights the importance of meeting customers where they are—online and offline—while creating value through technical content and rapid response. 

Victoria and Julie touch on global industry trends, supply chain shifts, and the need for adaptive leadership in a changing market. Their conversation offers practical insight for industry professionals—whether you’re navigating digital transformation, strengthening customer relationships, or leading teams through uncertainty. 

Subscribe to The Chemical Show on YouTube 

Join Victoria and Julie this week as they explore the following topics:  

• ChemPoint’s digital-first approach to chemical distribution 
• How AI is transforming workflows and customer experiences 
• Tackling market shifts and supply chain challenges   
• Global expansion and adapting to regional market changes   
• Leadership, diversity, and success for women in chemicals 

***Don’t miss an episode: Subscribe to The Chemical Show on your favorite podcast player. 
***Like what you hear? Leave a rating and review.
***Want more insights? Sign up for our email list at https://www.thechemicalshow.com 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Record attendance, industry transformation, and the push for science-backed clarity are setting the tone for the American Cleaning Institute’s centennial year. Jennifer Abril, ACI’s new leader, joins host Victoria Meyer to share how the organization is meeting member demands for authoritative guidance and consumer trust amidst regulatory pressures and rapid industry change. 

Jennifer provides a behind-the-scenes look at the priorities for 2026; getting new chemistries to market, modernizing regulatory processes like TSCA, and redefining ACI’s “North Star” for the future. The conversation highlights the importance of innovation, policy modernization, and strategic leadership as ACI celebrates its 100th anniversary and positions itself for the challenges and opportunities of a new century. 

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Listen in as Victoria and April discuss the following: 

• ACI’s 100th anniversary: new era, leadership, and vision   
• Science-driven advocacy and combating industry misinformation   
• Leading industry transformation and embracing innovation   
• Regulatory hurdles and TSCA modernization efforts   
• Jennifer Abril’s vision: partnerships and strategic direction 

Additional Links: 

Five Key Questions for Jennifer Abril: Leadership, Transformation, and the Future of Chemicals 

The Different Impacts Of Chemical Industry That We Rarely Realize With Melissa Hockstad 

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REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Uncertainty is fading and M&A activity is heating up in the chemicals and materials industry for 2026. Host Victoria King Meyer speaks with Jon Glapa of Grace Matthews about why the year ahead is shaping up to be strong for dealmaking. They discuss how greater strategic clarity, market stability, and disciplined capital deployment are spurring renewed confidence among buyers and sellers. 

Victoria and Jon explore the contrasting approaches of private equity and strategic buyers; the pitfalls mid-market companies face in M&A preparation, and actionable leadership advice for chemical executives. The conversation centers on the need for early preparation, customer focus, and a clear five-year vision as keys to navigating the evolving landscape of deals and growth. 

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Victoria and Jon expand on the following topics: 

• Inside Chemical M&A: What makes a company an attractive target   
• Navigating uncertainty and how leaders managed 2025’s volatile market   
• Key drivers behind deal valuations and multiples   
• Private Equity vs. Strategics: Who’s winning chemical industry deals?   
• Preparing your business for future transactions 

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The dramatic rise of AI, shifting geopolitics, and industry overcapacity are putting energy and chemicals at a crossroads. Victoria Meyer sits down with Steve Lewandowski and Adrian Calcaneo of Chemical Market Analytics to unpack how these forces are driving volatility and change across global markets. From increased US exports of natural gas liquids to oversupplied chemical sectors and the challenges facing Europe and Asia, the discussion lays out the most immediate pressures—and potential responses—for the industry. 

The episode features a candid look at rationalization needs, the evolving role of integrated oil and chemical businesses, and how AI is influencing energy use and operational strategy. It’s an essential listen for industry professionals navigating today’s shifting landscape and planning for what’s next. 

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Victoria, Steve and Adrian discuss the following:  

• The force shaping industry direction 
• Adapting to a shifting business landscape 
• Building stronger consumer connections 
• Evolving approaches to product effectiveness 
• Navigating today’s competitive environment 

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Science continues to shape the cleaning products industry, but trust and pragmatism are driving real decisions. Host Victoria King Meyer reports back from the American Cleaning Institute’s 100th annual conference, highlighting five essential themes impacting chemical and cleaning product businesses. 

From scalable sustainable solutions and the power of consumer-driven labeling to the need for clearer regulatory pathways, industry leaders are focused on connecting chemistry and biology to practical needs. These insights provide a smart look at how cleaning product companies are balancing innovation, consumer expectations, and regulatory hurdles as they work to grow and adapt in 2026. 

Victoria examines these topics in this week: 

• The force shaping industry direction 
• Adapting to a shifting business landscape 
• Building stronger consumer connections 
• Evolving approaches to product effectiveness 
• Navigating today’s competitive environment 

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From investment banking to the CEO seat at LSB Industries, Mark Behrman joins Victoria Meyer to discuss strategic transformation, market dynamics, and leadership in the chemical industry. Hear how LSB evolved from a traditional industrial conglomerate to a leading North American ammonia and nitric acid producer through operational integration, a focus on people, and strong customer partnerships. 

They also cover how LSB is approaching digitalization, AI, and sustainability—with a spotlight on their upcoming carbon capture project in Arkansas. Mark shares practical leadership lessons for both seasoned executives and industry newcomers, emphasizing curiosity, culture, and long-term vision. 

Victoria and Mark discuss the following: 

•  From Wall Street to CEO: Mark’s unique path to leadership.  
• How focus and culture reshaped LSB Industries.   
•  Navigating regional dynamics and tariff impacts of Ammonia.  
•  People First: The central role of culture in company success.   
•  LSB’s journey with digital, sustainability, and efficiency.

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Global volatility, trade shifts, and new government policies are reshaping the chemical industry for 2026. Industry leaders Olivier Maronneaud and Pooja Jain from S&P Global join host Victoria Meyer to share S&P’s economic outlook and discuss supply-driven cycles, plant closures, and rising government intervention. They explore how North America, Europe, and Asia are responding to persistent oversupply and evolving plastics and methanol markets, with a look at where future investments may land after today’s capacity wave. 

The episode covers the urgent need for flexibility—addressing tariffs, changing trade patterns, rationalization, and the ongoing race for scale. The speakers also weigh in on the slowdown in sustainability efforts, regional risks and opportunities, and key market indicators for 2026. Essential listening for chemical leaders navigating strategy, investment, and fast-moving policy changes. 

Victoria, Olivier, and Pooja explore the following topics: 

• 2026 Outlook: S&P Global's view on global economic impact to chemicals 
• How producers are responding to oversupply 
• Tariffs and new policies are redrawing global chemical trade routes. 
• How chemical investment strategies are changing 
• Current state of circularity and sustainability 

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Geopolitical shifts, emerging technologies, and changing business models are reshaping risk for chemicals, energy, and mining companies as they look ahead to 2026. Host Victoria Meyer explores the top risk trends impacting these sectors with firsthand insights from Marsh industry leaders including Kimberly Mann, Bill Kost, Cynthia Hazard, Steve Horstkamp, and Raoul Munoz after attending the Marsh North American Energy Conference. Discussions range from the rising importance of M&A and evolving credit risks, to the critical role of social license and geopolitics in mining, as well as the proactive management of environmental liabilities. 

The conversation also addresses the transformative impact of AI—not just as a potential disruptor, but as a catalyst for new job opportunities and operational efficiencies. Victoria and guests highlight the need for organizations to build adaptive, collaborative, and forward-thinking risk strategies across business functions. With rapid change the new “normal,” these insights offer practical guidance for leaders intent on managing uncertainty and building resilience within the chemicals, energy, and mining sectors. 

Victoria and guests discuss the following: 

• How M&A, market shifts, and geopolitics are reshaping risk in chemicals, energy, and mining for 2026 
• Why global politics and community buy-in are critical for mining and minerals companies' success 
• The impact of artificial intelligence on jobs, business models, operations, and sector vulnerabilities 
• The growing importance of being adaptive, collaborative, and clear-eyed about risk management 
• Managing workforce transformation, setting AI boundaries, and upskilling for a resilient future 

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Trade policy volatility, supply chain disruptions, and the fast adoption of digital tools are rapidly reshaping marine logistics for the chemical industry. Noushin Shamsili, CEO of NUCO Logistics, joins Victoria Meyer to reflect on the market forces that defined 2025—including overnight tariff changes, ongoing geopolitical conflicts affecting the Suez Canal, and the rebound of the Panama Canal—and shares how these shifts have tested and transformed logistics operations. 

Victoria and Noushin explore the critical importance of compliance, the cautious integration of AI in chemical logistics, and strategies for companies to build resilience in uncertain times. They also discuss leadership lessons learned during a year of change—from strengthening customer engagement and team communication to advocating for rigorous internal trade compliance, setting the stage for smarter, more responsive logistics in 2026. 

Additional Links: 

How NUCO Logistics Pivoted During The Pandemic With Noushin Shamsili 

Innovative Logistic Solutions With Noushin Shamsili Of NUCO Logistics 

Victoria and Noushin cover the following topics: 

• Why 2025 was surprisingly strong for executive searches and transformation-focused hiring in chemicals. 
• How talent shortages are impacting early-career professionals and senior leaders. 
• 2026 hiring outlook: specialty roles, streamlined leadership, and the push for digital and sustainable growth. 
• Navigating the US-Europe pay gap and international recruiting challenges. 
• How leaders can quantify results, grow networks, and build cross-functional skills. 

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Chemical industry professionals turned out in record numbers to hear insights from top leaders, with Peter Huntsman’s interview on innovation, learning, and the regulatory landscape named the most popular episode of the year. Host Victoria Meyer breaks down 2025’s Wrapped highlights, sharing a data-driven look at global listener demographics, preferred audio platforms, and the surprising fact that Taylor Swift tops the musical charts for Chemical Show fans. 

Explore the year’s standout episodes—from market updates with S&P Global and ICIS to deep dives on personal care ingredients and the critical importance of cybersecurity for operations with Robert M. Lee. Hear how leaders such as Michael Lefenfeld are transforming legacy businesses, and discover what your peers are reading and listening to. Plus, get a preview of what’s ahead in 2026, including the show’s fifth anniversary and next year’s The Chemical Summit in Houston. 

Additional Links:  

Peter Huntsman Discusses Innovation, Leadership, and Regulatory Environments In Chemicals 

Personal Care Ingredients Market Trends with Sunanda Desai of Kline + Company 

2025 Chemical Market Update With Kurt Barrow & Tony Potter Of S&P Global 

Transforming Hexion: CEO Michael Lefenfeld on Innovation, AI, and Leading With Customer Focus 

Dragos CEO Robert Lee On Bridging The Gap In OT Cybersecurity For Critical Industries 

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Victoria explores the following topics: 

• Discover who tunes in, where they listen, and how The Chemical Show fits into everyday life. 
• 2025’s Best Episodes: Highlights from top guests like Peter Huntsman, expert market updates, and cybersecurity deep-dives with Rob Lee. 
• The growing impact of YouTube and changing audio habits among chemical professionals. 
• Market trends, innovation, regulations, and personal care ingredients driving conversations in chemicals. 
• Building connections through summits and events, plus a look ahead to the show’s fifth anniversary celebration. 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Unprecedented transformation is shaping the chemical industry's talent landscape as companies prioritize digitalization and commercial fluency over traditional experience. Victoria Meyer is joined by Lisa Brantley, Head of Client Consulting and Executive Search for the Americas at Mercuri Urval, to discuss how global market shifts, AI, and structural change are redefining what chemical executives need for success in 2025 and beyond. 

Victoria and Lisa break down the widening talent gaps, the strategic importance of cross-functional leadership, and the rising demand for interim leaders and specialized roles. The conversation highlights the nuances of recruiting in North America versus Europe, effective use of LinkedIn for career mobility, and actionable guidance for succession planning. These insights help chemical industry professionals understand how to prepare themselves and their teams for the growth cycles ahead. 

Victoria and Lisa discuss the following topics: 

• Why 2025 was surprisingly strong for executive searches and transformation-focused hiring in chemicals. 
• How talent shortages are impacting early-career professionals and senior leaders. 
• 2026 hiring outlook: specialty roles, streamlined leadership, and the push for digital and sustainable growth. 
• Navigating the US-Europe pay gap and international recruiting challenges. 
• How leaders can quantify results, grow networks, and build cross-functional skills. 

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Global oversupply, uncertain demand, and tough cost structures are reshaping the chemical industry, leaving many companies facing unprecedented challenges. John Stekla, Director at Parin Resources, joins host Victoria Meyer for a frank conversation about the realities facing chemical producers, traders, and buyers as the industry moves into 2026. They examine the drivers of margin compression, how U.S. and global players are making difficult operational choices, and why even the industry’s cost advantages aren't a guaranteed ticket to success. 

Victoria and John also discuss shifting strategies among buyers and sellers, the implications of recent structural changes and plant closures, and how companies are preparing for what could be several more years of pressured results. Despite the near-term headwinds, John underscores the long-term value of the U.S. cost position and the cycles that have always defined chemical markets, sharing practical insights for leaders seeking to navigate uncertainty and position their businesses for the future. 

Additional Links: 

Conversations On The Propylene And Olefin Market With John Stekla 

The State Of The Petrochemical Industry Post Hurricane Ida With John Stekla 

Victoria examines the following topics: 

• Global chemicals face excess supply, flat demand, and rising competition. 
• Companies are focusing on efficiency and cost-cutting to survive shrinking margins. 
• The industry is restructuring with asset shutdowns and tough make-or-buy decisions. 
• U.S. cost advantage persists, but fuels new competition as exports rise. 
• Lessons from past cycles highlight the need for readiness and adaptability. 

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REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Leaders who finish strong in December are the ones who start January ahead—both in focus and momentum. Victoria Meyer offers a practical 15-minute leadership reset for chemical industry professionals looking to close out 2025 with intention while laying the groundwork for a high-impact 2026. With just three weeks left in the business year, Victoria shares four core actions: resetting priorities, bringing clarity and alignment to the team, strengthening key relationships, and setting personal leadership goals for the year ahead. 

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These steps go beyond simply completing tasks—they help leaders cut through year-end noise, avoid the common January “catch-up,” and step into the new year with clear purpose. Victoria draws from real-world executive coaching experiences, offering actionable questions and strategies for business professionals ready to boost their impact. Tune in to get a concise blueprint for finishing 2025 strong and building strategic momentum for 2026. 

Victoria examines the following topics: 

• How to use December’s final weeks to build momentum for a powerful start in January. 
• Why intentional year-end decisions matter more than just task completion for lasting success in 2026. 
• Four essential actions for chemical industry leaders to maximize impact and reset focus before year’s end. 
• The importance of strengthening one key connection now to unlock new opportunities in the coming year. 
• Personalize 2026: Set leadership goals for yourself to lead with clarity and purpose in the new year. 

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What’s the one thing you should always bring to Thanksgiving dinner? According to host Victoria Meyer, it’s a great conversation starter—especially about topics that matter in the chemical industry today. From questions about the future of plastics and the impact of AI to navigating a challenging job market and redefining leadership, Victoria lays out five key talking points to help spark smart, relevant discussions around the holiday table. 

Victoria explores the uneven state of the economy, the rapid adoption of AI, the real story behind plastics and sustainability, how leaders are recalibrating during times of transition, and why talent and skills gaps are shaping the future of the industry. Her practical insights deliver both context and clarity for professionals facing today’s market challenges—making this episode a timely resource for both your Thanksgiving conversations and your business strategy. 

Victoria explores the following topics: 

• 1. Why the economy feels uneven and how chemicals give you unique insight. 
• 2. How AI is already shaping your world—at work and at home. 
• 3. What to say when tough plastics or sustainability questions arise. 
• 4. How resilient leaders focus and adapt during rapid business shifts. 
• 5. Why the biggest risk—and opportunity—is the people powering the chemical industry. 

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The chemical industry is navigating its longest down cycle in two decades, with oversupply, weak demand, and tariff uncertainty shaping a challenging landscape for business leaders. Host Victoria Meyer unpacks the third quarter 2025 earnings reports, highlighting five key themes impacting the industry: soft demand, price and margin pressures, disciplined cost control, shifts in supply chain strategy, and the increasing impact of tariffs and trade policy. 

Victoria shares strategies for business leaders looking to finish 2025 strong and prepare for 2026, including focusing on core value segments, strengthening regional supply chains, protecting margins, improving demand forecasting, and prioritizing cash and investment discipline. This episode delivers actionable insights for chemical industry professionals facing tough decisions and searching for clarity in uncertain times. 

Victoria explores the following topics: 

• Industry faces weak demand, uncertainty, and stalled recovery. 
• Oversupply crisis: Prices and margins squeezed, except in specialty/innovation segments. 
• Cost discipline intensifies: Cutting spending, optimizing portfolios, reducing dividends. 
• Firms pivot to regional markets and supply chains to manage tariffs and simplify operations. 
• Actionable strategies for leaders to drive clarity, control, and growth heading into 2026. 

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Geopolitics, energy volatility, and persistent oversupply are reshaping the global chemical industry as 2025 draws to a close. Victoria Meyer sits down with Kurt Barrow and Andrew Neale from S&P Global to address the forces driving today’s market dynamics, the impact of government policies, and the shifting landscape heading into 2026. They break down how new sanctions, tariffs, and energy transition policies are influencing everything from oil prices and supply chains to chemical production strategies worldwide. 

The episode explores regional strengths and vulnerabilities, with North America, the Middle East, and China taking leading roles amid rationalization and capacity closures in Europe and South Korea. Kurt Barrow and Andrew Neale share insights on how chemical producers are responding to cost shifts, supply chain resets, and evolving consumer demand. The conversation also previewed the upcoming World Petrochemical Conference and CERAWeek, emphasizing the need for industry leaders to stay agile in response to accelerated change, emerging technologies, and global market imbalances. 

Victoria, Kurt, and Andrew discuss the following this week: 

•  Why government action, oversupply, and shifting demand are redefining 2025 in the chemical markets.
•  How new sanctions, oil movements, and policy shifts impact feedstocks and chemical production.
•  Real-world examples of how canal disruptions, freight rate swings, and tariffs are reshaping global sourcing.
•  Regional winners and losers as energy prices, assets, and investments shift across Europe, China, and the US.
•  Key strategies for chemical leaders navigating consolidation, energy transition, and market shifts ahead.

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• (00:01) - - Introduction & Welcome
• (01:31) - - Energy Market Shifts & Government Actions
• (05:27) - - Tariffs, Trade, and Global Uncertainty
• (09:40) - - Chemical Demand and Investment Cycle
• (12:55) - - Feedstock Price Trends & Impact
• (18:09) - - Regional Winners & Losers in Chemicals
• (21:43) - - Deepening Structural Shifts
• (27:52) - - Energy Transition: Progress & Roadblocks
• (33:06) - - Looking Ahead: Preparing for 2026
• (34:48) - - Conferences & Final Remarks

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

What does it take to transform a legacy chemical business into a cutting-edge innovation engine? Mike Finelli, Chief Technology and Innovation Officer at Syensqo (formerly Solvay), shares his journey from mailroom to C-suite and outlines how the company is leveraging sustainability, biotechnology, and artificial intelligence to drive growth and solve some of the world's toughest challenges. With a 160-year heritage and a fresh start after splitting from Solvay, Syensqo’s focus spans advanced materials for aerospace, automotive, healthcare, electronics, water filtration, and more. 

Host Victoria Meyer and Mike discuss building a culture where AI becomes a daily tool for everyone, the company’s research priorities, and the launch of customer innovation centers designed to foster collaborative, customer-centric solutions. They also address leading through change—both technological and organizational—offering candid insights on managing culture shifts, developing future leaders, and the role of purpose-driven innovation in attracting and retaining talent in the chemical industry. 

In this week's episode, Victoria and Mike talk about: 

• From Mailroom to C-Suite: Mike Finelli’s journey highlights the power of a growth mindset in chemicals. 
• How Syensqo balances tradition with a culture of innovation after its split from Solvay. 
• Syensqo puts sustainability at the core of R&D, tackling global challenges with biotech and renewables. 
• Building an AI-driven organization where generative tools accelerate discovery and everyday productivity. 
• Driving innovation by partnering closely with customers in globally connected labs for faster solutions. 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Accelerating sustainability through industry-wide collaboration is changing how chemical companies approach procurement, carbon reduction, and risk management. Victoria Meyer welcomes Jennifer Jewson, Chief Procurement Officer at LyondellBasell and President of Together for Sustainability (TfS), alongside Danielle Warnock, Senior Manager at Nouryon and TfS Regional Lead, to discuss how strategic alliances like TfS are driving real progress on sustainable procurement across the chemical industry. 

Victoria, Jennifer, and Danielle examine the foundations and impact of TfS: standardizing supplier engagement, launching shared audit platforms, and advancing product carbon footprint measurement to address complex Scope 3 emissions. The conversation covers how sustainable procurement is intertwining with business strategy, the challenges and realities of delivering on corporate sustainability promises, and how companies are equipping teams and the next generation of leaders to advance long-term change. Discover how collaborative platforms and disciplined governance are helping shape the future of chemicals, and why staying committed to sustainability is critical for competitiveness, growth, and continued license to operate. 

Victoria, Jennifer, and Danielle discuss the following topics on this week's episode: 

•  Together for Sustainability unites chemical companies to create shared sustainable procurement goals.
•  Sustainable procurement explained: What it means and why it matters
•  How TfS members use common platforms and audits to simplify supplier engagement and data exchange.
•  Companies balance regulation, market shifts, and sustainability priorities to future-proof the industry.
•  Passionate professionals and peer learning accelerate supply chain sustainability.

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Efficiency and innovation have quietly embedded sustainability into the DNA of the chemical industry—long before the hype cycles and regulatory pressures. Mitch Toomey, VP of Sustainability and Responsible Care at the American Chemistry Council (ACC), joins host Victoria Meyer to discuss how sustainability priorities are shaped by business needs, customer expectations, and practical realities. Mitch shares his journey from management consulting to the United Nations, BASF, and now ACC, spotlighting the business case for sustainability and the real progress chemical companies are making in reducing emissions and waste, even as industry output grows. 

The conversation explores how the expectations around sustainability have shifted, why incremental improvements and transparency matter, and how the value chain—spanning suppliers, manufacturers, and customers—is working together to deliver meaningful results. Mitch addresses common public misconceptions about the chemical industry, offers insights into aligning diverse member interests at ACC, and closes with advice for future leaders who want to make an impact across business and policy. 

Victoria and Mitch explore the following topics on this episode: 

• The business case for sustainability: how efficiency and profitability drive lasting change 
• Why chemical companies focus on practical, measurable sustainability improvements. 
• How chemistry shapes everyday life 
• Aligning diverse players across the chemical value chain for real sustainability progress. 
• Mitch Toomey’s advice on careers and impact in sustainable chemistry. 

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People and culture are at the heart of transformation in an AI-enabled world—especially for chemical industry leaders navigating rapid change. Host Victoria Meyer recaps the highlights from The Chemical Summit 2025, where leaders gathered in Houston to share perspectives on business strategy, workforce evolution, technology, and sustainability. The central themes included the critical role of organizational culture, the need for strong collaboration and business agility, and how digital tools and AI are reshaping work across the sector.

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Listeners get insights from keynote speakers and panelists on purpose-driven leadership, the realities of upskilling talent, and the impact of new technology on daily operations. Victoria explores how companies are building resilience in supply chains, creating customer value beyond price, responding to economic volatility, and implementing AI not as a job-taker, but as a growth engine.  

Victoria discusses the following topics: 

1. How leaders are reshaping workplaces to thrive in the AI-powered chemical industry.   
2. The strategies and collaboration driving chemical companies to stay nimble and deliver value.   
3. Real stories of AI and digitalization fueling industry innovation and trust.   
4. Data-driven trends in employee satisfaction, well-being, and skill development.   
5. How executives are steering their companies through disruption and towards lasting success. 

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Taking on a 100-year-old industry with a startup mentality requires equal parts resilience, adaptability, and trust. Jimmy Jett, CEO of Integrity Biochem, joins host Victoria Meyer for an insightful fireside chat that uncovers the challenges and strategies behind transforming a traditional chemical business. Jimmy shares how his team moved innovative technology from the pharmaceutical sector into oil and gas, then successfully scaled into personal care and mining. 

Their conversation highlights the unique pressures of operating a startup in a legacy market—navigating regulatory hurdles, building a culture of speed and trust, and leveraging partnerships for rapid growth and scale. With candid stories on leadership, funding, and talent, Jimmy and Victoria shine a light on what it takes to disrupt and thrive in the chemical industry today, amidst economic, geopolitical, and technological shifts. 

Victoria and Jimmy explore the following topics: 

• How Integrity Biochem brought a fast-paced startup mindset to disrupt the century old chemical industry. 
• How Jimmy Jett built his team and pivoted from entrepreneurship to structured, scalable operations. 
• The real challenges of scaling from a three-acre site to global operations. 
• Culture, resilience, and the leadership journey 
• Navigating uncertainty in a changing industry 

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Oversupply, uncertainty, and shifting global forces are reshaping the chemical industry in unprecedented ways. Dewey Johnson, Senior Vice President of Dow Jones and global head of Chemical Market Analytics, joins host Victoria Meyer to dissect what’s driving the deepest and longest industry downcycle on record—from China’s march toward chemical self-sufficiency to the impact of sustainability targets and supply chain risk. Dewey shares his perspective on the global landscape, the interplay of political, economic, and environmental pressures, and why market participants are facing tough decisions about assets, investment, and strategy. 

Victoria and Dewey also explore how companies are navigating regional differences, the growing importance of AI, and why the next five years could bring more M&A, shutdowns, and portfolio reshaping. With insight into the evolving role of Chemical Market Analytics under Dow Jones, this conversation offers chemical industry professionals a candid look at the trends and disruptions shaping the market today—and practical considerations for staying resilient and competitive into the future. 

Victoria and Dewey discuss the following topics: 

•  Discover the forces pushing chemical markets into a deep, global downturn.  
•  Learn how geopolitical shifts are rewriting the rules of industry competition.  
•  Uncover China's oversized impact on worldwide chemical supply and trade.  
•  See how innovation and strategic moves are helping companies stay resilient.  
•  Explore how data, analytics, and AI are guiding smarter decisions in uncertain times.

Killer Quote: "This is the longest and deepest down cycle ethylene has ever experienced, ever." — Dewey Johnson

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As the chemical industry closes out a turbulent 2025, leaders are facing another critical inflection point. In this solo episode, host Victoria Meyer lays out the key market trends, leadership strategies, and execution tactics that matter most for finishing the year strong and setting up for success in 2026.

Victoria unpacks how permanent asset shutdowns, trade and tariff volatility, tighter capital, the evolving business case for decarbonization, and uneven demand are reshaping industry decision-making. She dives into the practical steps that chemical leaders—from the C-suite to frontline managers—can take now to sharpen operational discipline, drive portfolio value, and protect strategic growth opportunities amid uncertainty.

From capital allocation and supply chain resilience to customer partnership and talent management, Victoria emphasizes the importance of strategic discipline and a focus on the fundamentals. Leaders need to navigate today’s challenges but also position their business to capture opportunities as the landscape evolves.

Victoria highlights:

• Five top market trends defining Q4 2025: asset shutdowns, trade/tariff uncertainty, capital constraints, shifting decarbonization priorities, and uneven demand.
• How permanent structural change is creating risk—but also new opportunities for those who are prepared.
• The importance of scenario planning and stress-testing supply chains to create resilience and competitive advantage.
• Why operational discipline and cash management are essential to fund innovation, M&A, and growth.
• Portfolio discipline: knowing when to prune non-core businesses and selectively invest for transformation.
• The impact of delayed decarbonization projects, but also where incremental progress and the business case still hold strong.
• How to approach talent and culture as drivers of transformation—especially amid layoffs and restructuring.
• Practical actions for leaders to close out 2025: tighten operations, protect growth capital, focus supply chain strategy, engage customers on value, and build high-performance teams.

REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Pricing remains one of the most powerful yet often misunderstood levers for growth and profitability in the chemical industry. James Hogan, partner at Simon Kucher and expert in pricing strategy and customer behavior, joins host Victoria Meyer to break down today’s evolving landscape—from regional market differences and shifting supply dynamics to the rising role of digital tools and sustainability. Their conversation highlights how value goes beyond price alone, with factors like product quality, lead time, technical support, and strong customer relationships playing critical roles in differentiating both commodity and specialty chemical businesses. 

James and Victoria examine the transformation from formulaic to value-based pricing, the complexities introduced by tariffs and distributors, and the increasing need for scenario planning in a volatile market. They also discuss how technical backgrounds, transparent communication, and understanding what customers truly value can drive both personal career growth and business results.  

Victoria and James explore the following topics: 

• How a clear understanding of what customers value is critical to pricing 
• How technical support, lead times, and relationships drive differentiation—even in commodities. 
• Regional markets and sustainability differences are demanding tailored global strategies. 
• How AI, data, and blockchain are revolutionizing chemical pricing and operations. 
• Preparing for uncertainty: Scenario planning is key to staying ahead of market disruptions. 

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The chemical industry is facing a new wave of digital transformation, with artificial intelligence and data integration promising tangible productivity gains. Ali Amin Javaheri, CEO of Knowde, returns to The Chemical Show with host Victoria Meyer to share how the industry’s historically “laggard” approach to technology is giving way to practical applications that drive value—from automating regulatory workflows to empowering sales and commercial teams. Ali draws on his deep industry background to discuss the challenges and opportunities chemical companies are encountering as they seek to unify fragmented data and leverage new tools to streamline operations. 

Victoria and Ali explore the critical role of leadership in successful digital adoption, the importance of targeting top business priorities, and why user adoption still hinges on solving the right problems. Their conversation covers the evolution from early e-business systems to modern AI-driven solutions, highlighting how faster access to knowledge, connected data sources, and executive engagement are fundamentally changing how chemical companies operate and create value—for their teams and their customers. 

Victoria and Ali cover these topics: 

• How to transform scattered chemical data into real productivity gains. 
• Learn how AI is solving real challenges in chemicals—not just hype. 
• Discover why connected data means faster, smarter decisions. 
• Learn why executive focus is the secret to lasting digital change. 
• Get Ali’s advice for future leaders driving industry innovation. 

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How does a 75-year-old manufacturing company successfully transform through bold acquisitions and shifting market conditions? Brad Beauchamp, President and CEO of Carpenter Company, sits down with Victoria Meyer to share Carpenter’s journey from “old-school” chemical company to global leader in comfort cushioning and consumer bedding. Brad offers a behind-the-scenes look at how Carpenter navigated the integration of major acquisitions—including Recticel, NCFI Polyurethanes, and the iconic Casper mattress brand—amid supply chain turbulence, economic uncertainty, and evolving industry demands. 

Victoria and Brad also tackle the changing culture in manufacturing, Carpenter’s approach to digital transformation and AI, and how leaders can balance people-first values with the drive for profit and growth. With practical leadership advice and candid stories from the front lines, this episode is a must-listen for chemical industry professionals interested in business transformation, growth strategies, and the future of manufacturing.   

Victoria and Brad discuss the following: 

•  How to keep a company growing during unpredictable times.
•  How bold acquisitions are reshaping Carpenter’s future.
• Maintaining a people-first culture through major change.
•  Evolving the chemical value chain 
•  Leadership, digital transformation, and Carpenter’s formula for resilience.

00:00 "Carpenter Company Insights with CEO" 

03:42 Guest Appreciates Podcast's Positive Impact 

06:55 Journey from R&D to Chemical Sales 

11:45 Growth Strategy Over Coasting 

15:53 Flexible Foam Acquisition Discussion 

17:28 "Understanding the Casper Story" 

21:37 Changing Mattress Market Dynamics 

26:17 Brand-Driven Billion-Dollar Businesses 

30:18 "Understanding Organizational Talent Variability" 

31:17 Balancing Growth and Pace 

34:48 Investing in Europe's Consumer Market 

39:22 Carpenter's Transformative Profit Sharing Plan 

41:16 AI's Role in Evolving Work Practices 

44:53 Navigating Information in New Industries 

49:51 "Curiosity Fuels Lifelong Learning" 

51:05 Uncontrollable Career Advancement Factors 

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How companies manage people and talent is rapidly changing—especially in the chemical industry where agility, performance, and well-being are now critical business drivers. Victoria Meyer is joined by Milan Taylor, partner at Mercer and featured speaker at the upcoming Chemical Summit, to discuss how workforce redesign, skill-based development, and the integration of technology like AI are shaping both challenges and opportunities for chemical companies. 

Victoria and Milan explore data-driven insights around HR priorities, the importance of aligning KPIs with business strategies, and the growing pressure on leaders to address employee stress and burnout. They also address practical strategies for small and midsize companies to maintain agility and foster growth—even with limited resources. Whether you’re a leader looking to refine your talent strategy or aiming to future-proof your workforce, this episode offers valuable, actionable perspectives for navigating today’s workforce transformation. 

Victoria and Milan investigate these themes this week: 

• People-First Performance: Empowering line managers to drive results. 
• Work redesign: Breaking jobs into skills and leveraging technology for agility. 
• Managing AI adoption benefits and risks in chemical workforces. 
• Addressing employee burnout and retention beyond just pay. 
• Scalable Growth: Practical development strategies for companies of all sizes. 

00:00 "Optimizing HR in Chemical Industry" 

05:38 Agility: Speed, Precision, Intent 

10:20 "Revolutionizing Work Through Automation" 

13:23 Realistic Project Management & Transformation 

17:24 HR's Cautious AI Adoption 

21:40 Top Employee Priorities: Pay & Benefits 

22:47 Workplace Strain Amid Economic Pressures 

26:25 Unrealistic Targets Drive Employee Exit 

32:23 Boost Engagement & Skills Transition 

33:38 "Keys to Authentic Professionalism" 

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REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

Economic uncertainty, supply chain complexity, and shifting global demand are shaping the chemical industry’s trajectory as businesses wrap up Q2 2025. Host Victoria Meyer unpacks the mixed earnings results from major chemical players and highlights what leaders need to focus on for the remainder of 2025 and into 2026. From confronting persistent weak demand and managing operational excellence, to navigating regionalization, cost discipline, and supply chain resilience—Victoria breaks down the core industry trends and reveals how specialties are outperforming commodities in today’s market landscape. 

Victoria also shares actionable insights for leaders: prioritize talent, double down on communication, and remain agile in both investment and innovation strategies. With business transformation and sustainability still at the forefront, this episode provides practical guidance to maximize opportunities and overcome current market challenges. Explore how industry leaders are preparing for future shifts—and why attending the upcoming Chemical Summit in Houston could be critical for your business and leadership growth. 

Victoria discusses the following: 

• Mixed Q2 2025 earnings: Chemical industry performance varies widely 
• Specialty outperforms commodity: Differentiation and regional focus drive success 
• Cost-cutting and cash preservation are top priorities for companies 
• Supply chain resilience: Regional diversification key amid disruption 
• Leadership priorities - Strategic planning, talent, innovation, and communication for 2026 

00:00 Q2 Insights in Chemical Industry 

05:40 Commodity Cost Cuts & Specialty Chemical Resilience 

10:15 Automotive Industry's Ongoing Struggles 

11:34 Rethinking Business Amid Global Shifts 

16:44 Smart, Nimble Investment Strategies 

20:49 Evolving Business and Sustainability Shift 

24:01 "Clear Communication is Key" 

25:04 "Be Ready for 2026 Opportunities" 

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REGISTRATION IS OPEN for The Chemical Summit. Held on September 29-30, 2026 in Houston, Texas.  Visit thechemicalsummit.com

How is artificial intelligence changing the world of maritime shipping and the broader chemical industry supply chain? Victoria Meyer speaks with Per Ostman, VP of Product Management at Veson Nautical, to explore the impact of technology and data-driven solutions on shipping operations. Per shares how Veson Nautical integrates advanced software and AI-enabled workflows to help shipping companies manage complex data, enhance efficiency, and adapt to rapid changes in the marketplace. 

Victoria and Per dig into the speed and complexity of shipping data, the importance of system integration, and the role of AI in streamlining tasks like claims handling. The conversation also addresses the human side of technology adoption—how AI is transforming jobs, creating new opportunities, and driving a need for continual learning. With practical advice for industry professionals and real-world examples, this episode offers valuable insight into the intersection of technology, people, and progress in maritime shipping and chemicals. 

Victoria and Per explore the following topics: 

• Using AI and technology to accelerate maritime operations 
• How Veson transforms complex data into actionable supply chain intelligence. 
• Using AI to speed up demurrage claims assessment by 300%   
• Why AI augments rather than replaces human expertise in shipping. 
• Leadership advice for non-traditional career paths 

00:00 Classics Major's Unique Tech Perspective 

06:57 Veson Nautical's Integrated Maritime Solutions 

09:09 Navigating Complex Shipping Data 

12:51 Data Integration Challenges 

18:36 AI Streamlines Claims Demurrage Process 

23:20 AI Enhancing Claims Analyst Roles 

25:35 "Tech Solutions: Communication & Collaboration" 

29:31 Leadership Advice for Chemical Industry Entrants 

30:54 Embrace Uniqueness, Pursue Passions 

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With business leaders facing volatile headlines and uncertainty heading into 2026, understanding the real economic signals has never mattered more. Principal Economists Jeremy Bess and Patrick Luce of Stantec join host Victoria Meyer to break down the trends shaping the chemical industry, from the current state of macroeconomic headwinds and tailwinds to the impact of policy moves, interest rates, and global demand. Together, they discuss how companies can separate data from sentiment, apply scenario planning, and stress-test their outlooks in a dynamic marketplace. 

Victoria, Jeremy, and Patrick explore the hard financial data leaders should be monitoring—ranging from bookings, backlogs, and billings to corporate profitability and the health of the consumer. They highlight how strategic pricing, scenario analysis, and a keen eye on the bond market can help chemical leaders build resilient plans for 2026 and beyond. The episode wraps with practical leadership advice for navigating unpredictability and maintaining confidence during uncertain times. 

Victoria, Jeremy, and Patrick discuss the following: 

• 2025–2026 Chemical Outlook: Modest growth expected and key market signals for decision-makers. 
• Strategic planning approaches for uncertain economic conditions and scenario testing. 
• How tariffs, taxes, and regulations in major markets impact chemicals. 
• Data Over Hype: Focus on financial metrics (bookings, backlogs, billings) vs. market sentiment. 
• Leading Through Uncertainty: Practical strategies for confident leadership during volatile times. 

00:00 Chemical Summit 2025 Preview 

05:08 "Planning with a Macroeconomic Focus" 

10:15 "Business Growth Analysis Essentials" 

13:10 2026 Economic Outlook Challenges 

17:30 Plan for Contingencies, Stress Test 

21:07 Rising Interest Payments: Global Impact 

25:06 Strategic Pricing Amid Inflation Challenges 

28:03 Focus on Hard Financial Data 

31:28 Consumer Resilience Amid Economic Changes 

33:02 Chemical Market's Post-Peak Adjustments 

37:23 Bond Market's Impact on Mortgages 

39:09 "Confidence in Informed Decisions" 

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