Explore every episode of the podcast The Chemical Show: Leadership Conversations on Strategy, Supply Chain, Innovation, Talent and Trends

Victoria Meyer brings you inside the most talked-about panel from the Chemical Summit, featuring Christian MacIver (Pilot Chemical), Jenn Klein (SOCMA), and Mara Gliozzi (McGean), three CEOs with deep industry experience and candid insights. 

This episode dives into how chemical industry leaders are responding to uncertainty, evolving customer expectations, and the shift from efficiency to resilience. You’ll get an inside look at leadership transitions, portfolio strategy, supply chain realities, and the practical use of AI all through the lens of real-world decisions in private and family-owned businesses. 

Victoria and the panelists unpack: 

• Taking the CEO seat—unexpected lessons and the reality of “the perfect plan.” 
• How decades-long company perspectives shape strategy and transformation. 
• The ever-expanding list of industry challenges: regulation, supply chain, tariffs, and talent. 
• Why customer intimacy, agility, and quick decision-making matter more than ever. 
• The evolving role of AI in manufacturing, safety, and business improvement. 
• Portfolio discipline: Investing for the long-term and knowing what belongs in the business. 
• Career pivots, trajectory changers, and the value of mentors and sponsors. 
• The underestimated power of industry “voice” and telling your story, big or small. 
• What competitive advantage will look like for chemical companies in the coming years. 

Victoria Meyer welcomes Pete Corle, Chief Commercial Officer at Solstice Advanced Materials, for a candid conversation on leading through transformation, operationalizing customer-centricity, and building team engagement in a newly independent environment. Recorded live at the Chemical Summit, this fireside chat explores what it takes to set a new direction for a legacy chemical business while driving real alignment and impact. 

Pete shares lessons from his journey at Dow and Solstice, including how to create advantage, prioritize across shifting markets, and make the voice of the customer actionable. Get a look inside Solstice’s evolution from a Honeywell spinout, their approach to innovation in regulated markets, and practical strategies for building influence and confidence through change. 

Victoria and Pete cover: 

• Turning customer focus into operational reality 
• Lessons in commercial leadership from Dow and how they translate to Solstice 
• How Solstice is investing for growth in nuclear, electronics, and body armor materials 
• Why transparency, shared goals, and trust fuel high-performing teams 
• Making big moves: Unlocking innovation, managing legacy mindsets, and navigating cultural change 

Cybersecurity, digitization, and talent took center stage on Day 2 of The Chemical Summit. Victoria Meyer recaps the most urgent issues shaping the industry, from treating cybersecurity like process safety, to harnessing AI for business value, to redefining leadership development. Hear from leaders including Bill Clark, Shelly Linkerhoff, and more. 

This episode breaks down key takeaways for leaders looking to strengthen their organization’s resilience, unlock new business value, and build a thriving workforce. 

Victoria covers: 

• Cybersecurity is the New Process Safety: Learn why third-party vulnerabilities and supplier risks are now top concerns for the industry, and what it means for your customer relationships. 
• Measuring Real Business Value from AI: Hear practical approaches to assessing ROI, from reducing task time and improving customer response, to optimizing the customer journey and boosting brand visibility in an AI-driven market. 
• What Talent Wants and How Leaders Can Respond: Find out why employee wellbeing has dropped nearly 30%, and how organizations can move people from struggle to growth. 
• Leadership is the Talent Advantage: Hear how SCT’s in-house leadership program breaks the mold, cultivating managers and fostering accountability from the plant floor to VP roles. 

Fresh from the 2026 Chemical Summit, Victoria Meyer recaps a dynamic day of leadership conversations and industry insights. Day 1 focused on executing advantage in today’s marketplace through AI, customer intimacy, and commercial value. Hear takeaways from trailblazers including Michael Lefenfeld, Pete Corle, an all-women CEO panel featuring Mara Gliozzi, Christian MacIver, and Jen Klein, and more. 

The show also includes a major announcement—the launch of “The Business of CASE” podcast, hosted by Crystal Morrison. 

Victoria and industry leaders explore these 4 themes: 

1. Transformation in Action: How companies like Hexion and Solstice are reshaping legacy operations, moving fast, and building cultures ready for private equity demands and market shifts. 
2. Playing to Your Strengths: Why customer intimacy and trust, not just market rivalry, are the real sources of competitive advantage. Insights from specialty chemical leaders on challenging common assumptions. 
3. Differentiation Beyond Performance: What sets industry leaders apart today? It's no longer just about product specs or price; companies find new ways to create value, serve customer needs, and match evolving expectations. 
4. Building Trust Across the Value Chain: From internal teams to external partners, trust and transparency are foundational for navigating transformation, adopting AI, and maintaining customer focus in a changing world. 

Jan Kalfus, Head of Americas Chemical Advisory at S&P Global Energy, joins Victoria Meyer for a fast-paced exploration of how AI and data center growth are reshaping the chemical industry. Starting with Jan’s personal journey, the conversation connects industry fundamentals with today’s high stakes shifts in AI, digital infrastructure, and supply chains. 

They dig into why demand from data centers is spurring real, but nuanced, changes on both the commodity and specialty sides, why much of the action (and opportunity) in specialized materials is still outside the US, and how regulatory constraints and value chain complexity make reshoring tough. The discussion then looks ahead: What does AI really mean for chemical leadership? How are industry roles and university connections evolving as automation advances? 

Victoria and Jan discuss the following: 

• How data center and AI growth is fueling complex, uneven demand for chemicals. 
• The real challenges behind US specialty chemical competitiveness and reshoring. 
• Modernization, regulation, and why many intermediates left North America. 
• R&D, innovation, and the shifting role of universities in the chemical sector. 
• What “agentic AI” could mean for future chemical businesses and leaders. 
• Human context, divergent thinking, and why people still matter for competitive edge. 

Victoria Meyer returns solo to examine a pivotal question for chemical industry leaders: Does bigger still mean better when it comes to company and asset scale? With restructuring, capacity additions, persistent margin pressure, and changing global dynamics reshaping the industry, Victoria challenges longstanding assumptions about economies of scale and explores whether "economies of fit" are more relevant for the industry’s future. 

She draws on recent trends in prices, asset closures, geographic investment shifts, and customer preference changes to invite business leaders to reconsider how advantage is created and what to prioritize as you position for the next 20 years, not just the next cycle. 

Key topics Victoria covers: 

• The Pricing Paradox: Rising chemical prices alongside squeezed margins and ongoing overcapacity issues. 
• Do We Have the Right Capacity? Exploration of global utilization trends, China’s continued build-out, and the drivers behind new investment decisions. 
• Rethinking Asset Lifecycles: Why asset retirements in Europe tell a bigger story about geographic shifts and changing demand patterns. 
• Is Bigger Still Better? Direct examination of scale economics versus the need for flexible, locally optimized assets and supply chains. 
• The Shift from Scale to Fit: How customer needs, regionalization, and the demand for supply security are changing asset and investment strategies. 
• What This Means for Leaders: The challenge of aligning engineering, operations, and capital markets around new models of “fit” over traditional “scale.” 

More Links: 

The Chemical Summit 

New executive orders and tougher enforcement are raising the stakes for trade compliance in the chemical industry. Victoria Meyer sits down with Noushin Shamsili, CEO of NUCO Logistics, to clarify what leaders need to know about customs, importer responsibilities, and real-time compliance demands. 

They outline how assigning ownership of trade compliance, strengthening internal processes, and leveraging systems like CAPE for tariff refunds can protect your business. This episode highlights the true risks of non-compliance and offers practical guidance for leaders navigating the shifting landscape of global supply chains. 

Victoria and Noushin discuss: 

• How NUCO Logistics pioneered chemical-specific freight forwarding and customs brokerage. 
• The difference between customs clearance and full-spectrum trade compliance. 
• Understanding the new Executive Order 14411: stricter requirements, physical presence, and increased accountability for importers of record. 
• Why compliance is a company-wide responsibility spanning purchasing, logistics, regulatory, finance, and executive leadership. 
• The essentials every chemical importer must address: HTS codes, country of origin, valuation, recordkeeping, and post-entry audits. 
• Tariffs and what’s changed, how to ensure you recover eligible duties, and common pitfalls. 
• Practical steps to strengthen compliance culture and safeguard your license to operate. 

More Links: 

Episode 248 - What’s Ahead for Marine Logistics in 2026 with Noushin Shamsili of NUCO Logistics 

Episode 64 - Innovative Logistic Solutions With Noushin Shamsili Of NUCO Logistics 

Episode 12 - How NUCO Logistics Pivoted During The Pandemic With Noushin Shamsili

Industry headlines are driving strategic shifts in the chemical sector, and Victoria Meyer gives her candid perspective on what these major moves really mean for industry leaders and decision makers. This episode puts a spotlight on recent deals and boardroom decisions involving Shell, Olin, Huntsman, Solstice Advanced Materials, and H.B. Fuller. 

From Shell’s planned chemical asset sale to the Olin-Huntsman merger of equals, Victoria unpacks key questions: Is this a broader trend or company-specific? How does M&A activity impact value chains, partner relationships, and competitive dynamics? What does it signal about the future shape of the chemical industry? 

Victoria discusses: 

• Shell’s $8B US chemical asset sale and why Exxon, LyondellBasell, and investors are circling. 
• H.B. Fuller’s board rejecting a proposal from activist investor Ancora and why value creation looks different from the inside versus the outside. 
• Why Solstice and Element Solutions called off a $14.5B merger, insight into what “better alone than together” means in practice. 
• The Olin and Huntsman “merger of equals” and what’s behind their conviction that the whole is greater than the sum of the parts. 
• Broader market trends: Portfolio reshaping, supply chain considerations in deal-making, and what leaders must do to position their companies for future advantage. 

Article Links: 

• Solstice, Element terminate $14.5 billion merger deal after shareholder feedback 
• H.B. Fuller Board Unanimously Rejects Unsolicited Proposal from Ancora 
• Shell draws Exxon interest in $8bn US chemical assets sale 
• OLIN and HUNTSMAN Shareholders Approve Transformative Merger of Equals 

Chief Economist Martha Moore of the American Chemistry Council joins Victoria Meyer to unpack the latest economic realities and policy challenges shaping the chemical industry. Martha shares insight from ACC’s member surveys, discusses key drivers behind current market trends, and covers what’s keeping executives awake at night—from rising raw material costs to global trade uncertainty. 

This episode also covers the strategic importance of US manufacturing, the impact of legislation like TSCA, and how the industry is positioning for growth and innovation amid a shifting global landscape. Martha offers data-driven perspectives relevant to leaders needing to navigate volatility, build resilience, and influence both policy and boardrooms. 

Victoria and Martha discuss the following: 

• Martha’s path from a STEM-focused upbringing to Chief Economist at ACC. 
• The three pillars driving chemical demand: consumer spending, business investment, and exports. 
• The sharp rise in raw materials and logistics costs for chemical manufacturers. 
• What ACC’s members and sentiment surveys reveal about today’s top business challenges. 
• The effect of international trade policy, tariffs, and China’s rising influence on the industry. 
• Why innovation and reshoring US manufacturing are vital for future growth. 
• Leadership lessons for executives: focus on agility, long-term strategy, and building resilience. 

Other Links: 

The Chemical Summit 

This episode of The Chemical Show features Farid Tahvildari, Managing Director of NUCO Logistics. Returning to the podcast, Farid provides a straightforward analysis of the ongoing Strait of Hormuz and Red Sea crises and their far-reaching impacts on global shipping, freight costs, and chemical supply chains. He explains how even those not directly trading through these regions are affected by disruptions in marine traffic, rising insurance costs, and energy price volatility. 

Victoria and Farid examine how the industry has adapted to persistent instability, from the emergence of new shipping routes around Africa due to Suez Canal constraints to the critical importance of redundancy in logistics planning. Farid provides practical advice for shippers, highlighting that planning, communication, and strong provider relationships are now the cornerstones of resilient supply chains. 

Key topics discussed in this episode: 

• Strait of Hormuz Crisis: Why it matters for global shipping, chemicals, and energy—even for companies outside the Gulf region 
• Red Sea Disruptions: The Houthis’ impact on marine logistics, workarounds, and why confidence in shipping lanes is as vital as their physical openness 
• Adaptation in Action: How chemical and logistics companies have shifted to new routes, added shipping capacity, and developed operational flexibility 
• Inventory Management: Avoiding the pitfalls of single-lane dependence and leveraging lessons learned from the COVID container crisis 
• Small & Midsize Company Strategies: How those with less leverage can increase resilience 
• Early Warning Signs: Key indicators—including port omissions, insurance premiums, and carrier announcements—that signal rising risk 
• Long-Term Outlook: Why the industry is preparing for ongoing uncertainty and building a new normal rooted in flexibility 

Other Links: 

• Strait of Hormuz Crisis: How Oil and Chemicals Are Affected Worldwide with Farid Tahvildari (Episode 257) 
• Red Sea Shipping Issues and Resolutions with Farid Tahvildari of NUCO Logistics (Episode 152) 

Facing increasing demands, complex organizational shifts, and economic uncertainty, many leaders in the chemical industry are under more pressure than ever. In this episode of The Chemical Show, Victoria Meyer explores emerging patterns in executive and senior leadership she's noticed from her conversations with industry leaders, coaching, and real-world experience. 

Victoria explains the three key patterns she’s seeing in organizations today and shares a “leadership operating reset” framework with three practical pillars to relieve stress and refocus on what matters. You’ll hear how to shift from doing it all to enabling others, set clear boundaries, empower up-and-coming leaders, and reclaim time for strategic priorities—both for yourself and for your team. 

Join us this week to learn about: 

• New Organizational Realities: Why simplification often just means increased workload for proven leaders 
• Leadership Bottlenecks: The risk of becoming the go-to resolver and how it stifles organizational development 
• Dealing with Pressure: Balancing stakeholder demands at work and at home, and the importance of clear boundaries 
• Activity vs. Value: Recognizing when too much busyness is displacing your crucial leadership work 
• Leadership Operating Reset: Three pillars for relief—control the flow of demands, clarify decision processes, and align operating rhythms 
• Delegation and Decision Rights: How enabling others to act boosts effectiveness and relieves pressure 

Other links: 

• Talent Shifts Reshaping the Chemical Industry with Geoff Smith of Mercer (Ep. 274) 
• The Chemical Summit  
• 40 Under 40 in Chemicals 

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. 

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. 

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 

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

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 

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) 

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 

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 

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 

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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*Want more insights? Sign up for our email list at https://www.thechemicalshow.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. 

*Get more insights—join our email list at https://www.thechemicalshow.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/

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:

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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. 

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

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 

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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

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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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 

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

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. 

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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 

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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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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. 

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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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.

Additional Link:  Get your worksheet!

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

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. 

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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***Want more insights? Sign up for our email list at https://www.thechemicalshow.com