The Chemical Show: Where Leaders Talk Business

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 257The 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. Killer Quote: "We’ve gone from that globalization to regionalization—that almost helps some of your high cost players very short term...that’s a very near term. How long that lasts if we have another round of tariff movements—European, and we will, but European, I don’t know what it is, but we will in Q2." —Andrew Neale ***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

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 Subscribe to The Chemical Show on YouTube 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 Subscribe to The Chemical Show on YouTube 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 Killer Quote: "There is no such a thing as normal anymore, at least for foreseeable future." - Farid Tahvildari

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 Killer Quote: "Don't be afraid to take risks. The answer is always going to be no if you don't ask the question." -Julie Roberts***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

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. Subscribe to The Chemical Show on YouTube 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 Killer Quote: "We really believe that consumers are looking for a trusted authoritative body. That's a responsibility that we have and it is a responsibility that our member companies have specifically asked me to lead the organization into - to really step into that gap." - Jennifer Abril 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 ***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

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. Subscribe to The Chemical Show on YouTube 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 Killer Quote: "I tend to think of uncertainty as the enemy of M&A. You can navigate through certain dynamics, but when uncertainty increases, it becomes more and more challenging." – Jon Glapa ***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

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. Subscribe to The Chemical Show on YouTube Register for the World Chemical Forum with code: CHEMSHOW15 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 Killer Quote: "For me, in chemicals, more rationalizations are going to be announced. It's just impossible not to happen because cash flow is just too big of a problem right now. No matter where, where oil goes, you know, those guys running heavier feeds are still going to be weak on margin. ... You’ve got to survive today, but you’ve also got to plan for tomorrow. So don't lose sight of things coming, you know, in the future." — Steve Lewandowski ***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

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 Killer Quote: "So if I was going to talk about one overall theme, and this is the theme that's going to run through everything I talk about today, it's science." - Victoria Meyer Subscribe to The Chemical Show on YouTube ***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

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. Killer Quote:"It's really all about the people. If you get a really good team of people that have the same common goal, same values, same drive, same level of curiosity, then they just figure out how to get things done." -Mark Behrman Subscribe to The Chemical Show on YouTube ***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

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 Killer Quote: "This investment wave has a center point in China. It's originating from China. But what happens in China doesn't stay in China. It kind of disrupts everywhere.” -Pooja Jain Subscribe to The Chemical Show on YouTube ***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

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 Killer Quote: "When I speak to leaders about transformation, it's not about job loss, it's about job redesign. So they need to be thinking, how do we need to work to be the best ABC company to do what we do? It's taking that redundant low value work, giving it to an AI agent and then really upskilling our employees, the humans to be better at what we do.” - Cynthia Hazard Subscribe to The Chemical Show on YouTube ***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

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. Killer Quote: "In terms of customer engagement, I've been a big advocate of asking them and talking about the importance of paying more attention to the trade compliance in house and what they have in terms of being audit ready. Because of the fact that international logistics and trade compliance is not just another ticking a checkbox, but it has become an essential part of the business." - Noushin Shamsili Subscribe to The Chemical Show on YouTube ***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

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 Subscribe to The Chemical Show on YouTube 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. Killer Quote: "I'm really thankful that you've been part of the Chemical Show this year and looking forward to another great year together in 2026. So thank you and happy holidays.” - Victoria Meyer

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. Killer Quote: "I would challenge a leader who might be part of this discussion to think about, okay, who am I building up in my organization to prepare myself for what we know and what we hope is going to be ahead in the next three to five years?" - Lisa Brantley Subscribe to The Chemical Show on YouTube ***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

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. Killer Quote: "The bright and shiny thing really is ... the cost position that can't be reproduced anywhere in the world ... That puts us in a great position to take advantage of the demand when it bounces back. And it will, without a doubt. We're always in cycles and you could argue it's an eight or ten year cycle, but we've been through this before and we're in a very strong position to weather it." — John Stekla Subscribe to The Chemical Show on YouTube ***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

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. Killer Quote: “Closing the year strong isn't about doing more. It's not about finishing every task and checking off every task that showed up on your to do list for the year. It's really about focusing your energy, clarifying your impact, and creating momentum that carries into January.” - Victoria Meyer Subscribe to The Chemical Show on YouTube ***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

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. Killer Quote: “Honestly, right now, the economy is a lot like the Thanksgiving table, the table that you'll be sitting at with all your friends and family and relatives and whatever you do. Everyone's having a different experience, but we're all in the same room.” - Victoria Meyer Subscribe to The Chemical Show on YouTube ***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

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. Killer Quote:"Cash is king, right? And that's what we're seeing. And getting smarter with how you're managing cash... This is around being crystal clear who your high value customers and your lesser value customers are and how you serve them. It is looking at your portfolio, your customer portfolio and optimizing it. Optimization gives you strength for your own business." - Victoria Meyer Subscribe to The Chemical Show on YouTube ***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

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. Killer Quote: "We’ve gone from that globalization to regionalization—that almost helps some of your high cost players very short term...that’s a very near term. How long that lasts if we have another round of tariff movements—European, and we will, but European, I don’t know what it is, but we will in Q2." —Andrew Neale Subscribe to The Chemical Show on YouTube ***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 (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. Killer Quote: "Our job is to turn molecules into money... and we do that by solving our customers' biggest challenges. You can't do that if you're not interacting with the customer." —Mike Finelli

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. Killer Quote: “We do together what we cannot do alone.” — Jennifer Jewson, on the collaborative power of the Together for Sustainability alliance Subscribe to The Chemical Show on YouTube ***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

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. Killer Quote: "What’s a safe and sustainable facility is a profitable facility." – Mitch Toomey Subscribe to The Chemical Show on YouTube ***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

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. STAY CONNECTED ALL YEAR: Join the Chemical Executive Mastermind. New cohort starting in November. Check it out HERE. 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: How leaders are reshaping workplaces to thrive in the AI-powered chemical industry. The strategies and collaboration driving chemical companies to stay nimble and deliver value. Real stories of AI and digitalization fueling industry innovation and trust. Data-driven trends in employee satisfaction, well-being, and skill development. How executives are steering their companies through disruption and towards lasting success. "People and culture are the backbone of transformation in an AI enabled world." - Victoria Meyer

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 Killer Quote: "You have to find those experts in those market segments that can tell you go, no go. And there’s plenty of market segments where we are not a fit. Absolutely not. And so you just have to keep plugging away until you find that little niche and then you go hard with it... you go hard only if the volumes and the margin justify it." — Jimmy Jett Subscribe to The Chemical Show on YouTube ***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

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 Subscribe to The Chemical Show on YouTube ***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

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. Killer Quote: “This is the quarter where strategic discipline really differentiates those who are merely surviving from those who are positioning to grow into 2026.” – Victoria Meyer

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. Killer Quote: "Everybody wants to avoid a price war. In an industry like this where margins are razor thin, you can't afford to go down. So let's all focus on adding more value. You add more value, you find a way to add more value, customers will find a reason and willingness to pay a little bit more. And, you know, our side is let's raise the bar rather than lower the bar." - James Hogan, Partner at Simon-Kucher Subscribe to The Chemical Show on YouTube ***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

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. Killer Quote: "You have no idea how many times I hear the two words ‘change management.’ And of course it’s hard—you know, people have their preferences and certain behaviors. However, people can change and people can be led to a better direction. A lot of times folks want that if they understand the why and it’s being repeated over and over again as to why it’s so important." - Ali Amin-Javaheri, CEO of KnowdeSubscribe to The Chemical Show on YouTube ***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

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. Killer Quote: "Sales is vanity, profit is sanity, but cash is reality." — Brad Beauchamp, President and CEO of Carpenter Company 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 Subscribe to The Chemical Show on YouTube ***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

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. Killer Quote: "You can only deliver that business performance if you've got strong alignment all the way down the organization." – Milan Taylor 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" Subscribe to The Chemical Show on YouTube ***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

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 Killer Quote: "Doing the right things in your business today that allow you to reinvest, grow, focus on future business." – Victoria Meyer 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" Subscribe to The Chemical Show on YouTube ***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

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 Killer Quote: "Don't sand down the edges of who you are because then you're not being your optimal self and you can direct your optimal self to do just about anything." - Per Ostman 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 Subscribe to The Chemical Show on YouTube ***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

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. Killer Quote: "The US economy is an aircraft carrier. It does not turn on a dime. So all these signals have been manifesting throughout the course of this year suggesting modest, mild growth for 2025. And what Jeremy and I have been telling our clients to plan for is additional modest mild growth in 2026." — Patrick Luce 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" Subscribe to The Chemical Show on YouTube ***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

Can environmental biotech finally crack the code on PFAS, “forever chemicals,” and other persistent pollutants? Ray Sambrotto, CEO of Allied Microbiota, joins Victoria Meyer to share how advances in microbial technology are reshaping the landscape of remediation in the chemical industry. With a foundation in environmental microbiology and years of academic research, Ray explains his journey from oceanography to entrepreneurship, revealing how precise strains of bacteria can tackle tough contaminants—speeding up processes previously measured in years down to mere weeks. Victoria and Ray discuss the shift from traditional clean-up methods to scalable, biologically driven solutions for soil and wastewater. The conversation covers regulatory hurdles, the integration of AI for microbial discovery, and how collaboration between specialty biotech firms and established engineering players can expedite commercial scale-up. As regulatory standards tighten and the demand for cost-effective cleanup grows, Allied Microbiota’s approach signals a new era where biology is not just an afterthought but a strategic asset in achieving industrial and environmental goals. Victoria and Ray discuss the following topics in this week's episode: Transforming university research into commercial products Utilizing microbiology to break down "forever chemicals" in soil and water faster. Building strategic partnerships to enable scale-up How AI and machine learning can accelerate development Killer Quote: "We've been able to speed up that decontamination process by order of magnitude, so going from years to weeks in terms of cleaning up the soil." - Ray Sambrotto 00:00 Chemical Industry Innovators Podcast 05:01 Bioremediation Challenges: Emerging Contaminants 08:39 Bioremediation of Contaminated Soil 11:35 Environmental Engineering Permitting Strategy 12:51 PFAS Breakdown: Cost-Effective Alternatives 16:28 Proactive Industrial Waste Management Solutions 22:18 Academic vs. Industrial Challenges 24:23 "Join & Share: The Chemical Show" Subscribe to The Chemical Show on YouTube ***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

At the midpoint of 2025, the chemical industry is navigating a turbulent landscape marked by geopolitical conflicts, trade uncertainties, and shifting supply-demand dynamics. Host Victoria Meyer examines how leaders are driving innovation during times of economic uncertainty, sharing recent insights from established and emerging companies including Hexion, Lummus Technology, Pilot Chemical, Lanzatech, and others. She explores how companies can break out of the “we’ve always done it this way” mindset, overcome barriers to change, and embrace both incremental and disruptive innovation. Victoria highlights practical strategies for fostering an innovation mindset—ranging from creating psychological safety for risk-taking to encouraging diverse internal and external partnerships. She underscores the importance of balancing operational excellence with a willingness to experiment, empowering teams to learn from failures, and aligning incentives to support new ideas. With a focus on actionable practices, this episode provides chemical industry professionals with a roadmap for building resilient, future-ready organizations. Victoria breaks down these topics in this week's episode: How chemical industry leaders stay resilient and innovative amid uncertainty. Building change-embracing cultures over traditional approaches Creating safe spaces for innovation. Accelerating innovation through strategic partnerships Strategies for embedding small and large improvements into daily operations. Killer Quote: "Just because this is how we’ve always done it doesn’t make it the right answer for today." — Victoria Meyer, The Chemical Show Additional Links: "This is how we do it" 00:00 Balancing Innovation and Stability 05:56 Breaking the "We've Always Done It" Mindset 09:17 Embrace Change and Innovate 13:21 "Driving Innovation through Diverse Partnerships" 18:15 "Prioritizing Communication in Innovation" 19:42 Innovation and Human Collaboration Subscribe to The Chemical Show on YouTube ***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

How does a century-old technology company stay at the forefront of industrial innovation? Leon de Bruyn, CEO of Lummus Technology, joins host Victoria Meyer to share Lummus’s transformation story and the company’s unique approach to navigating change in the chemical industry. Leon reflects on Lummus’s evolution into an independent, pure-play technology leader, the challenges and opportunities in a rapidly changing market, and why fostering a culture of fearless innovation is critical to success. Victoria and Leon explore the balance between traditional and sustainable technologies, the practical steps chemical businesses can take toward decarbonization, and the strategic role of digitalization and AI in modernizing asset performance and project execution. With real-world examples of rapid commercialization and thoughtful insights on talent, culture, and the future of process technology, this conversation offers a fresh look at how established companies can lead and adapt in today’s chemical sector. On this episode, Victoria and Leon explore the following topics: Lummus Technology from a 100-year-old firm into an innovation leader. How Lummus is balancing growth in traditional and new, sustainable solutionsHow encouraging quick ideas, rapid testing, and smart risks speed up product development and market response. Striking a balance between new investments and ongoing process support during economic changes.How AI and digital tools are changing how Lummus designs, operates, and improves chemical facilities. Killer Quote: "We want to play in making, breaking and remaking all of the polymers that are important... I think we also have a responsibility to then figure out how do we break those polymers after use to avoid it becomes a waste or landfill or worse and break those back into useful components that can then be circulated back into making. So make, break and remake those polymers." – Leon de Bruyn Additional Links: How Lummus Technology is Applying Startup Energy to a Legacy Business with Leon de Bruyn 00:00 "Lummus: Renewing a Century-Old Legacy" 03:48 "Revitalizing a Legacy Tech Brand" 07:23 Circular Polymers, Water, and Biomass 10:52 Fearless Innovation through Open Ideas 15:49 Optimizing Investments & Asset Lifecycle 18:57 Energy Industry's Environmental Responsibility 20:55 Optimizing Petrochemical Investments 25:16 AI Integration Boosts Industrial Efficiency 29:36 Balancing Data Security and Innovation 33:28 Innovation and Passion Fuel Success 35:47 AI's Impact on Design Speed 38:01 "Engineering: Challenges and Rewards" Subscribe to The Chemical Show on YouTube ***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

Transforming a 150-year-old chemical business into a technology-driven solutions provider requires both innovative thinking and strategic agility. Michael Lefenfeld, President and CEO of Hexion Incorporated, joins host Victoria Meyer to discuss the company’s evolution from its roots as Borden to leading the engineered wood industry with advanced adhesives, resins, and AI-powered manufacturing systems. Michael shares how Hexion’s focus on customer-centered solutions, digitalization, and strategic partnerships is driving rapid change, while also navigating global market pressures and evolving workforce needs. Victoria and Michael explore the role of artificial intelligence in modern manufacturing, from boosting product quality and sustainability to supporting workforce upskilling. The conversation extends to lessons in leadership and innovation, including Michael’s advice for young professionals on staying curious and building diverse teams. This episode offers actionable insights for chemical industry professionals facing transformation and rising expectations in an increasingly complex market. Victoria and Michael discuss the following topics: How Hexion evolved from a 150-year-old chemical supplier into a customer-focused, technology-driven solutions company. Running a chemical business with PE speed: fast decisions, strategic pivots, and compressed timelines. Leveraging partnerships and external innovation Deploying AI systems to boost operational efficiency and reshape workforce skills. Building successful chemical careers through curiosity, diverse thinking, and strategic humility. Killer Quote: "We believe that there are great innovations everywhere, and we want to be partnered with the best in what they do and provide our capabilities, our strengths to make them get to market faster.” - Michael Lefenfeld 00:00 Innovative Career in Tech Transformation 03:18 "Journey into Private Equity" 07:30 Hexion's Innovation-Driven Transformation 10:25 Localized Manufacturing Minimizes Tariff Impact 16:16 Hexion's Innovative AI and Sustainability 18:46 Introducing SmartPress: AI-Driven System 21:07 AI-Enhanced Custom Glue Solutions 24:13 "AI Empowers Uniform Operator Upskilling" 27:48 Stay Curious, Ask Questions 30:37 Interdisciplinary Innovation Key Subscribe to The Chemical Show on YouTube ***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

Great leadership is forged through adversity, not comfort. Leadership expert Jeff Hancher joins host Victoria Meyer to explore the evolving challenges of leading teams in today’s chemical industry—where post-pandemic disruption, hybrid work, and rising mental health concerns are reshaping expectations. Jeff shares how growing up in poverty, serving in the military, and climbing the corporate ladder from truck driver to senior leader shaped his views on feedback, resilience, and mentorship. Victoria and Jeff discuss the mechanics of effective feedback, how to build robust leadership skills in a volatile world, and why personal investment in growth and mentorship is more critical than ever. Drawing from Jeff’s new book, "Firm Feedback in a Fragile World," and personal stories from the chemical sector and beyond, this conversation delivers actionable insights for leaders tackling retention, talent development, and organizational change. Get additional insights on: The changing landscape of leadership and how to build and apply leadership skills Jeff Hancher's career journey and how mentorship shapes professional success at every level. Strategies for delivering honest, clear feedback while maintaining trust and team morale. How to leverage AI, digitization, and supply chain challenges as opportunities for leadership growth. Practical tactics for finding mentors, building confidence, and becoming a leader others respect and follow. Killer Quote: "It's not the load that weighs you down, it's how you carry it. The greater the adversity, the greater the opportunity for impact." —Jeff Hancher Additional Links: Check out Jeff Hancher’s book “Firm Feedback in a Fragile World” here.00:00 "Path to Higher Education" 03:34 Unexpected Career Path at Cintas 07:54 Leadership Challenges Amid Industry Disruptions 11:16 Leadership Through Adversity 16:52 Navigating Career and Family Dynamics 18:41 Leaders Beyond Business Results 22:32 Leadership vs. Product: The Cultural Impact 25:51 Leadership Under Stress: Managing Reactions 29:51 Shift Perspective, Lead Resiliently 32:20 Mentor's Impact on Sales Career 35:15 Ultimatum at a Crossroads 37:22 Leadership's Impact on Personal Growth 42:29 Finding a Mentor: Simple Strategy 44:20 Evaluate Your Investment in Success Subscribe to The Chemical Show on YouTube ***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

Leadership transitions can shape the future of entire industries. With Jennifer Abril stepping into the role of President and CEO at the American Cleaning Institute (ACI), host Victoria Meyer spotlights Jennifer’s unique leadership journey, her approach to driving transformation, and the qualities that make her a strong fit for ACI. Through selected highlights from previous conversations, listeners gain insights into Jennifer’s background in advocacy, coalition building, and the importance of strategic alignment across diverse industry groups. The episode unpacks key themes such as the challenges of balancing member needs, the strategic acquisition of industry events, and how trade associations are adapting to dynamic supply chains and shifting market demands. With a look at signs of industry change and priorities for the future, the conversation offers valuable perspective for chemical industry professionals interested in leadership, organizational transformation, and what lies ahead for ACI under Jennifer’s guidance. Get additional insights on: Leadership in Transition: Jennifer Abril's move from SOCMA to the American Cleaning Institute How SOCMA and ACI connect diverse members and shape specialty chemical manufacturing's future. Jennifer's approach to reinventing trade association value—from reclaiming events to meeting evolving member needs. Industry responses to localization, reshoring, and policy shifts in building adaptable business models. Key trends and regulatory impacts chemical professionals should monitor under Jennifer's leadership. “Our job is really to listen, interpret, validate, and then be smart enough to give it back to the industry—as a, ‘we heard you say this, we’ve acted, and now we’re providing you that solution that you didn’t even know how to ask us for, but we heard you.’” —Jennifer Abril 00:00 "Five Questions with Jennifer Brill" 05:27 "Future Insights & Signposts" 07:07 Unexpected Career Path in Chemistry 13:20 Industry Insight and Responsive Solutions 16:01 Rise in Localization and Reshoring Efforts 17:49 Federal Workforce Transition Challenges Subscribe to The Chemical Show on YouTube ***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

Is China’s strategic push for chemical self-sufficiency reshaping the global petrochemical landscape? John Richardson, senior consultant at ICIS, joins The Chemical Show to share insights on how misjudged growth expectations for China, shifting demographics, and the rise of state-driven capacity expansions have led to the deepest, longest downturn in industry history. John and host Victoria Meyer examine why capacity was built around hopes for perpetual strong Chinese demand, only for real estate and demographic headwinds to alter the trajectory—creating a world of oversupply, negative margins, and mounting uncertainty. Their conversation covers the ongoing impact of trade tensions, the real drivers behind Chinese investment decisions, and why shutting down uneconomical assets is becoming a pressing necessity, especially in Europe and Asia. John and Victoria also weigh the challenges and promises of AI and data intelligence in a conservative, data-guarded sector, and offer advice for industry leaders navigating persistent market disruption. For chemical professionals, these perspectives highlight why adaptability, intelligence, and innovation will be critical in mastering both today’s volatility and tomorrow’s opportunities. Discover more about the following topics: How China's pivot from growth to self-sufficiency is reshaping global petrochemicals. Why chemicals face their worst business cycle ever, with Asian producers bleeding money on polyethylene. How tariffs and shifting policies create constant uncertainty for chemical companies. Why China's government-backed enterprises compete on strategy, not just cost. How data and artificial intelligence will separate industry winners from losers. “We've all assumed that polymer sciences are, you know, composites and stuff and playing with the same basic molecules, but maybe not.” — John Richardson 00:00 Chemical Industry Insights by John 06:08 Domestic Chemical Manufacturing Expansion 08:48 Polyethylene Margins: China vs. Middle East 11:31 Tariffs and Global Business Perspectives 14:43 China's Trade Resilience Amid Challenges 20:23 Data Sharing's Impact on AI 23:50 Debating Productivity's True Impact 26:34 AI: Industrial Revolution or Renaissance? 30:49 Innovative Multi-Pane Glass Advancements 31:43 Innovative, Stronger Glass Advances Subscribe to The Chemical Show on YouTube ***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

Performance is taking center stage in the beauty and personal care ingredients sector, as revealed on the floor of NYSCC Suppliers Day 2025. Host Victoria Meyer explores the notable shift away from buzzwords like “sustainability” and “natural,” uncovering how companies are reframing their focus towards innovation, plant-based solutions, and advanced product performance. Victoria is joined by John Harrold of Zinco Verde, who discusses novel, energy-efficient zinc oxide for sunscreens, and Christoph Krumm of Sironix Renewables, highlighting breakthroughs in bio-based surfactants derived from agricultural waste. The conversation unpacks how trends like neurocosmetics, microbiomes, and a pragmatic approach to environmental benefits are shaping the industry’s direction. Get a first-hand perspective on what’s driving R&D, purchasing, and consumer choices in today’s dynamic beauty ingredient market. Gain insights on the following topics: Innovation Takes Center Stage: Companies are pivoting away from buzzwords like “sustainability” and “natural,” putting real innovation and performance at the heart of product development. Neurocosmetics and Microbiome Science and how new ingredients target mood and neurological benefits alongside appearance, while microbiome-friendly formulations gain traction. Sustainability Reconsidered: Companies shift from "sustainability" rhetoric to pragmatic solutions and value-driven innovation. Plant-Based Performance: Industry messaging replaces "natural" with "plant-based" and "performance”. Start-up leaders discuss bringing advanced technologies to market Killer Quote: “If you had asked me this when we spun out as a company, I would have told you bio based is the innovation, right? That is the reason for existing. That's really not the case. As we found. Bio based ingredients matter. People still want them. The reason for existing for us is performance.” — Christoph Krumm, CEO of Sironix 0:00:24 Bonnie’s career in chemicals 0:02:51 Responsible Care principles at Evonik 0:04:20 Sustainability's growing importance. 0:05:13 Evonik's sustainability pillars: next-generation solutions, technology, and culture. 0:06:34 Customer demand for sustainable solutions 0:08:29 The importance of culture in driving change 0:13:49 Leadership and career lessons, women in leadership roles, Bonnie's career advice ***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 Wondering how we produce our podcast? We use Transistor to publish our podcast. Check it out here: https://transistor.fm/?via=victoria We use CastMagic.io to create ShowNotes, Newsletters, Social Media posts and more. Check it out here: https://get.castmagic.io/ean5etivmzi1 We use Descript to edit and transcribe each podcast episode. Follow this link to learn more: https://get.descript.com/j0hyfup4gm0t

Innovation and uncertainty are reshaping the personal care ingredients market, driven by pressures ranging from sustainability and natural ingredient demands to regulatory shifts and the opportunities presented by AI. Sunanda Desai, Vice President at Klein and Company, joins host Victoria Meyer to discuss the factors transforming the $30 billion personal care ingredients sector. They explore how consumer trends toward well-being and neurocosmetics are redefining product development, and examine the impacts of tightening tariffs, shifting regulations, and supply chain disruptions on industry strategies. Victoria and Sunanda address how leading companies are using digitalization and AI to drive hyper-personalization and enhance ingredient efficacy assessments, even as market adoption remains uneven. From managing uncertainty with “no regret” moves to evaluating manufacturing footprints and potential M&A, this episode offers timely insights for leaders navigating a turbulent landscape. Sunanda also shares strategic advice for industry professionals and highlights opportunities for growth despite today’s volatile environment. Learn more about these topics this week: Examining the personal care ingredients market and the key trends driving the $30B industry How top companies respond to market volatility, tariffs, and regulations with "no regret" strategic approaches to maintain agility. How AI technologies are revolutionizing ingredient assessment and product personalization in personal care. Opportunities in Disruption: Quick wins, cross-selling, and M&A possibilities as companies reformulate products and restructure supply chains (Maybe we don't want to mention M&A??) Sunanda Desai shares advice on seizing opportunities to pivot (roles and industries) and building a successful career in chemicals and personal care. Killer Quote: "The most important piece of advice I would give is to recognize the opportunities as they come to you and as they're presented to you and have enough faith in yourself to take advantage of those opportunities...even if you feel like you don't know how to kind of execute against them." - Sunnie Desai 00:00 "Personal Care Ingredients Market Insights" 04:36 Personal Care Ingredients Market Overview 09:11 AI's Role in Personalization and Optimization 13:29 Strategic Moves for Ingredient Suppliers 14:42 Thriving Through No-Regret Moves 20:28 "Investment Challenges in Manufacturing Moves" 22:06 Seize Opportunities with Confidence Subscribe to The Chemical Show on YouTube ***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

Uncertainty is the new normal for the chemical industry, but leaders still need to make smart decisions that drive business forward. Victoria Meyer tackles the critical actions leaders should be taking at the midyear point of 2025, offering strategic advice for operating in volatile markets, maintaining resilient supply chains, and effectively communicating through change. With insights from industry leaders, she highlights the importance of scenario planning, mindful diversification, and strategic cash management while emphasizing the value of strong relationships across the business ecosystem. Victoria also spotlights the upcoming The Chemical Summit in Houston, which centers on leadership through industry transformation, and explores the internal and external moves executives are using to keep their teams focused and adaptive. Learn more about these topics this week: Midyear Reset: Now is the time to pause, reassess, and recalibrate your business strategies for the rest of 2025 Leading Through Uncertainty: Unpack the specific challenges chemical companies are facing this year Smart leadership moves and the five key actions that drive confident decision-making and resilient operations The power of strategic relationships: why reinforcing existing partnerships and building new ones across the supply chain is more important than ever before Seizing opportunity in change: Learn how industry leaders are preparing for the unexpected Killer Quote: “In times of uncertainty, relationships matter. Businesses and people, and it's people that are inside the businesses, need higher levels of trust and confidence in their partners when we're in these periods of uncertainty.” -Victoria Meyer 00:00 "Chemical Summit: Leadership Through Change" 05:35 "Six Leadership Tactics for Uncertain Times" 07:53 Enhancing Internal and External Communication 12:04 Clarifying Goals and Strengthening Relationships 16:40 Refocusing on Diversified Supply Chains 17:52 Strategic Diversification in Markets 21:57 Strategic Investment and Relationship Management 25:07 Midyear Reset for Leaders Subscribe to The Chemical Show on YouTube ***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

The speed of communication during a crisis can determine whether a company maintains control of its story or loses it to speculation and misinformation. Gerard Braud, crisis communications expert, joins host Victoria Meyer to share real-world insights from decades of experience in both journalism and the chemical industry, emphasizing the critical need for rapid, clear, and well-prepared communication when incidents occur. Together, they explore how chemical companies can build effective crisis communication strategies, prepare holding statements, tackle challenges like incomplete information and confidentiality, and leverage tools such as SituationHub to streamline the process. With practical examples and straightforward advice, Gerard and Victoria discuss why preparation on a “clear, sunny day” is essential to protect revenue, reputation, and brand in the face of crisis—highlighting what every chemical industry leader should know before the next incident hits the news. Learn more about these topics this week: Inside the Mind of a Crisis Expert: Gerard Braud's career from his early days as a TV journalist to a crisis communications advisor for the industry. Redefining Crisis Response: why traditional, slow corporate communication puts companies at risk Mistakes Companies Make: what happens when companies don’t prepare The New Rules of Media Engagement Leadership on the Worst Day Killer Quote: "If you're not getting a statement out in under fifteen minutes, you're doing it all wrong. Be prepared on a clear, sunny day so you’re your best on your worst day." — Gerard Braud Other Links: Managing Crisis Communications: How To Save Your Reputation With Gerard Braud 00:00 Crisis Communications in Chemicals 03:32 Streamlining Crisis Communications 07:33 Crisis Communication Tool: SituationHub 12:49 "Crisis Communication Holding Statement" 15:04 App Privacy and HIPAA Compliance 17:58 "Effective Media Training with Scripts" 21:29 Crisis Communication Strategy Essentials 25:29 Rethinking PR Quotes and Efficiency 26:32 Manipulating Media with Built-In Quotes 30:18 Engage, Share, Stay Tuned Subscribe to The Chemical Show on YouTube ***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

Starting your career is more than landing that first job—it’s about building a foundation for lifelong growth and opportunity. With graduation season in full swing, Victoria Meyer shares her most impactful career advice for new graduates in and beyond the chemical industry, drawing on insights from industry leaders and her own journey. From embracing the career marathon to building a strong network or “work posse,” finding your expertise, and knowing when to speak up, Victoria offers practical tips that every professional can use—whether you’re just starting out or looking to advance your career. Financial wisdom, communication skills, and seizing new opportunities are at the heart of this episode, alongside the encouragement to take calculated risks and develop a joy for success over fear of failure. Perfect for bookmarking and sharing with colleagues or the new grads in your life, this episode delivers concise guidance and inspiration for anyone ready to thrive in their professional journey. Get ready for an in-depth look at these topics this week: 00:00 Career Advice for Chemical Professionals 03:35 Career Advice: Embrace the Journey 06:50 Build Your Posse 11:50 "Seize Opportunities" 13:14 Career Growth Takes Time 17:16 "Communication: Key to Success" 20:12 Congrats, Class of 2025! Killer Quote: “When opportunity knocks, open the door. Be open and flexible. Take a chance. Right? Broaden your skills. And, when you get that chance, show up and work hard.” – Victoria Meyer

Tariffs are shaking up the global chemical industry this year, creating uncertainty and shifting longstanding trade routes in unexpected ways. Victoria Meyer is joined by Joseph Chang and Al Greenwood of ICIS Chemical Business to break down the latest round of tariffs, including the dramatic 145% rate on Chinese imports and the sweeping, if temporary, 10% baseline affecting nearly every other country. They analyze how chemical markets from the US to Europe and Asia are being impacted, exploring falling product prices, disrupted supply chains, and the broader economic pressures facing manufacturers and end users alike. With insights into policy-driven chaos, shifting sourcing strategies, and the growing ripple effects on sectors like housing and automotive, this episode highlights why strategic scenario planning, supply chain transparency, and adaptability are more critical than ever for chemical leaders. Get ready for an in-depth look at these topics this week: Exploring the 2025 tariff policies and how they are reshaping chemical trade flows The economic ripple effects of the tariff policies Supply chain resilience and why chemical companies must map their entire supply chains Energy market dynamics: what is benefitting US chemical producers and what are the challenges Strategic planning in uncertainty and navigating the 90-day tariff pause Killer Quote: "Look at your supply chains. Which products are you getting from Vietnam? Which products are you getting from lower tariff countries? And see where is the most advantageous supplier with the tariffs, and also look at product substitution... You have to be cognizant, not just of your supplies, but also your products. Which products could be affected by influx of displaced shipments?" - Al Greenwood Subscribe to The Chemical Show on YouTube ***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