The Chemical Show: Where Leaders Talk Business

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: 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: Killer Quote: "There is no such a thing as normal anymore, at least for foreseeable future." - Farid Tahvildari Sponsored by: World Petrochemical Conference by S&P Global on March 23-27, 2026. Use the code ChemShowWPC26 at wpc.spglobal.com

ChemPoint’s digital-first model is reshaping the chemical distribution landscape by pairing technology-driven sales with a personal touch. Director of Supplier Growth Julie Roberts joins Victoria Meyer to discuss ChemPoint’s evolution from inside sales pioneers to leveraging AI and real-time data for specialty chemicals. Julie highlights the importance of meeting customers where they are—online and offline—while creating value through technical content and rapid response. Victoria and Julie touch on global industry trends, supply chain shifts, and the need for adaptive leadership in a changing market. Their conversation offers practical insight for industry professionals—whether you’re navigating digital transformation, strengthening customer relationships, or leading teams through uncertainty. Subscribe to The Chemical Show on YouTube Join Victoria and Julie this week as they explore the following topics: 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 Sponsored by: World Petrochemical Conference by S&P Global on March 23-27, 2026. Use the code ChemShowWPC26 at wpc.spglobal.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: 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 Sponsored by: World Petrochemical Conference by S&P Global on March 23-27, 2026. Use the code ChemShowWPC26 at wpc.spglobal.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: 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: 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 Sponsored by: World Petrochemical Conference by S&P Global on March 23-27, 2026. Use the code ChemShowWPC26 at wpc.spglobal.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: 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 Sponsored by: World Petrochemical Conference by S&P Global on March 23-27, 2026. Use the code ChemShowWPC26 at wpc.spglobal.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: 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 Sponsored by: World Petrochemical Conference by S&P Global on March 23-27, 2026. Use the code ChemShowWPC26 at wpc.spglobal.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: 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 Sponsored by: World Petrochemical Conference by S&P Global on March 23-27, 2026. Use the code CHEMSHOW5% at wpc.spglobal.com

Looking to level up in 2026? The Chemical Executive Mastermind brings senior chemical leaders together for trusted peer perspective. Learn more at grow.thechemicalshow.com/mastermind. Sponsored by: World Petrochemical Conference by S&P Global on March 23-27, 2026. Use the code CHEMSHOW5% at wpc.spglobal.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: 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

The Chemical Executive Mastermind brings senior chemical leaders together for trusted peer perspective. Learn more at grow.thechemicalshow.com/mastermind. 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: 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: 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: 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. 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: 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 Additional Link: Get your worksheet!

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: 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: 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: 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

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: 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: 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