The Chemical Show: Where Leaders Talk Business

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  Sponsored by:World Petrochemical Conference by S&P Global on March 23-27, 2026.Use the code CHEMSHOW5% at wpc.spglobal.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  Sponsored by:World Petrochemical Conference by S&P Global on March 23-27, 2026.Use the code CHEMSHOW5% at wpc.spglobal.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  Sponsored by:World Petrochemical Conference by S&P Global on March 23-27, 2026.Use the code CHEMSHOW5% at wpc.spglobal.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  Sponsored by:World Petrochemical Conference by S&P Global on March 23-27, 2026.Use the code CHEMSHOW5% at wpc.spglobal.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  Sponsored by:World Petrochemical Conference by S&P Global on March 23-27, 2026.Use the code CHEMSHOW5% at wpc.spglobal.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  Sponsored by:World Petrochemical Conference by S&P Global on March 23-27, 2026.Use the code CHEMSHOW5% at wpc.spglobal.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  Sponsored by:World Petrochemical Conference by S&P Global on March 23-27, 2026.Use the code CHEMSHOW5% at wpc.spglobal.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  Sponsored by:World Petrochemical Conference by S&P Global on March 23-27, 2026.Use the code CHEMSHOW5% at wpc.spglobal.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  Sponsored by:World Petrochemical Conference by S&P Global on March 23-27, 2026.Use the code CHEMSHOW5% at wpc.spglobal.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  Sponsored by:World Petrochemical Conference by S&P Global on March 23-27, 2026.Use the code CHEMSHOW5% at wpc.spglobal.com