Chemical Week

S&P Global price reporter Daniel Workman and Global Methanol Alliance managing director Felicia Mester join podcast host Luke Warren for a discussion of key developments in methanol-to-jet (MtJ) and sustainable aviation fuel (SAF). They examine cost modeling that places biomethanol-based MtJ among the most economical novel SAF routes and considers how it could complement existing technologies faci...

CW editor-in-chief Mark Thomas and S&P Global Energy Platts senior price reporters Mujidah Yahaya and Archit Singh join the podcast for discussion of key takeaways from EPCA 2026. Topics include securing supply for Europe amid disruptions, the shrinking European petrochemical industry and how Europe can set policy to springboard growth for the rest of the decade. The Chemical Week podcast is the i...

CW specialties editor Sotirios Frantzanas joins the podcast for a short discussion of key takeaways from FECC 2026, the annual conference of European chemical distributors. Topics include the outlook for chemical distribution in Europe and how distributors are weathering the continent's prolonged industrial downturn.

Chemical Week publisher and S&P Global Energy head of conferences content Rob Westervelt joins the podcast for a discussion of CW's Billion-Dollar Club issue and the 2026 Asia Pacific Petroleum Conference (APPEC). Rob and podcast host Vincent Valk discuss the competitive pressure created by China's massive state-owned enterprises (SOEs) and how incumbent producers are responding, exemplified by th...

AlkaLi Labs co-founder and CEO, Luis Valencia, and BioMade program director/technology, David Nathan, and program manager, Jonathan Valdez, sit down with Chemical Week specialties editor Sotirios Frantzanas to discuss biomanufacturing developments , including a new biomanufacturing program led by AlkaLi Labs with support from BioMade that is developing a scalable microbial process to extract lithi...

Chemical Week editors Vincent Valk and Sotirios Frantzanas and S&P Global Energy price reporter Nayana Khosla join host Jameson Croteau for a discussion on second quarter chemical earnings. The panel examines how Middle East geopolitical tensions and related supply disruptions temporarily tightened global markets, lifting margins for many North American and European producers even as underlying de...

Federico Mennella, managing director and head of chemicals and materials, DC Advisory, joins host Vincent Valk for a discussion on the chemical M&A rebound in 2026. Large deals look to be returning as companies grow more comfortable with volatility and pursue portfolio repositioning, while smaller and midsized transactions remain constrained by financing and valuation gaps. Topics include AI-linke...

Paul Kurias, S&P Global Ratings director, lead analyst, corporate ratings, and Danny Krauss, S&P Global Ratings director, join host Vincent Valk for a discussion on the 2026 credit outlook for the chemicals sector. The sector outlook remains mixed as US chemical companies may benefit in the near term from Middle East-related supply disruptions and relative cost advantages, but those same geopoliti...

Hexion president and CEO, Michael Lefenfeld , joins host Vincent Valk for a discussion on how to embed AI into the day-to-day operations of a chemical company—optimizing manufacturing, supply chain logistics, and organizational processes while improving speed, precision, sustainability, and decision-making quality.

Mark Lustig, partner at consultancy PwC, joins the podcast to discuss the firm's chemicals manufacturing investment attractiveness index. Key points of discussion include which countries are the most attractive investment destinations now and in the future, the impact of industrial policy on the competitive landscape, and how supply chains and growth can figure into investment decisions.  Check ou...

Solstice Advanced Materials CEO, David Sewell, joins host Jameson Croteau for a discussion on the company's spin-off from Honeywell and the high-growth sectors of semiconductor chip and data center cooling, US nuclear energy and the ongoing transition from legacy HFCs to lower-global-warming-potential HFOs . The Chemical Week podcast is the industry's premier platform for wide-ranging discussion o...

Chemical Week editor-in-chief Mark Thomas, senior editor Vincent Valk and S&P Global Energy senior price reporter Mujidah Yahaya join host Jameson Croteau for a discussion of first-quarter results season, with a particular focus on the impact of the Iran conflict. The renewed importance of supply security, potential impact on the outlook, and how long disruptions may last are key topics. The panel...

In his farewell as editor-in-chief, Chemical Week's Ian Young sits down with Vincent Valk to reflect on his 36-year career covering the chemical industry. He highlights the industry's most significant transformations, including the rise of digitalization and artificial intelligence, as well as China's rapid development from a dependent partner in joint ventures to a dominant global powerhouse acro...

Nick Powell, CEO of Ingredients & Specialties from Univar Solutions, joins the podcast for a discussion about supply security and the state of the chemical distribution industry. Topics include the supply chain aftereffects of the war in the Middle East, the chemical end markets supporting growth in a low demand environment, and how AI use and careful M&A strategy can propel growth for distributor...

Jay Bhatia, founder and CEO of Agilis, an AI-enabled software provider for chemicals, joins the podcast to discuss the development of outward-facing AI tools in the industry. Key topics include the importance of master data management, why context is critical for building accurate AI tools, and what the industry's customer base is looking for from AI.

In two live interviews from the 2026 World Petrochemical Conference, Dow CEO Jim Fitterling and American Chemistry Council CEO Chris Jahn discuss the state of the industry in a moment of heightened volatility. Fitterling discusses the potential impact of the Middle East war, gives an update on the Dow's Alberta net-zero cracker, and talks about the prospects for Europe's competitiveness. Jahn high...

In a special episode in advance of the 2026 World Petrochemical Conference (WPC), Chemical Week editor-in-chief Ian Young, senior editor Mark Thomas, and S&P Global Platts senior price reporter Daniela Morales join the show for a discussion of key themes and what to look out for at this year's WPC. The war in the Middle East, supply chain and tariff issues, the evolution of the industry in Asia Pa...

Alasdair Carmichael and Lauren Laibach of the National Association for PET Container Resources (NAPCOR) join S&P Global research head Olivier Maronneaud and podcast host Vincent Valk for a discussion of the outlook for recycled PET in 2026. Key topics include the findings of NAPCOR's latest report on the state of the PET recycling sector and global challenges related regulatory differences, trade...

Dan Jeavons, president of Applied Computing, a developer of foundational AI models for industry, joins the podcast to discuss how AI can improve the chemical sector's operations and the challenges to implementing it. Jeavons - also a former executive at Shell - discusses why LLMs must be tuned for industrial operating environments, the importance of getting a workforce comfortable with AI, and whe...

Daniel Krauss, director at S&P Global Ratings, joins the podcast for a discussion about t he latest S&P Global Ratings chemicals report and the road ahead for the chemical industry. Topics include how the prolonged chemical downturn has affected credit ratings, the disparity in the outlook for commodity verses specialty chemicals , and what a recovery looks like when it arrives. Read the report he...

Sid Kalpattu Shivakumar, director of global market insights and Nouryon, joins the podcast for a deep dive into supply chain resiliency. Key themes include the multidimentional nature of supply volatility, how companies can manage multiple suppliers, and the role of AI and data in driving decisions around supply chain.

Chemical Week editor-in-chief Ian Young, senior editor Vincent Valk and S&P Global chemicals price reporter Luke Warren join podcast host Jameson Croteau to discuss the 2026 outlook. Major themes include oversupply in the face of weak demand, opportunities related to AI, turbulent geopolitics, what's next for China's chemicals sector, and sluggish-but-resilient economic growth. 

Leticia Gonçalves, International Flavors & Fragrances Inc. (IFF)'s president of health and biosciences, joins the podcast to discuss IFF's Designed Enzymatic Biomaterials (DEB) platform, its journey from concept to commercialization, and the expanding market opportunities for biomaterials in sectors like home care, water treatment, and packaging. The Chemical Week podcast is the industry's premier...

Kamna Kapoor, senior price reporter at S&P Global Energy, and Andre Mikhail, price reporter at S&P Global Energy, join the podcast to discuss the latest in methanol market dynamics. Key topics include a supply glut in the US, ongoing contract negotiations, and the impact of trade barriers.

Nirav Shah, global director/growth fields at Evonik, joins the podcast to discuss the promise and challenges of using pyrolysis oil - derived from recycled plastic - as a chemical feedstock and fuel.