Chemical Week

S&P Global Commodity Insights experts Adam Bland and Kevin Micoine join Chemical Week specialties editor Sotirios Frantzanas and host Vincent Valk to discuss the role of specialty chemicals in industrial policy. Key topics include how sustainability and decarbonization goals intersect with specialty chemicals, how the industry can grow to supply critical sectors like semiconductors, and the impact of trade tensions the complex supply chains for specialties.

Joe Dettinger, vice president/manufacturing and commercial programs at specialties trade group Socma, joins the podcast to dicuss the impacts of trade tensions and uncertainty on specialty chemical producers. Key topics include how companies are contending with supply chain issues, the impact of uncertainty on demand, and whether the recent softening of tensions has meaningfully improved the outlook.

Ian Young, Vincent Valk and Daniel Pelosi join host Jameson Croteau to discuss key takeaways from first-quarter earnings season for chemicals. The impact of tariffs is a major theme, with producers flagging significant uncertainty despite relatively few changes to official outlooks. This episode was recorded on May 7, before the US and China struck a temporary deal to reduce tariff rates.

The podcast dives into key themes from the recent World Petrochemical Conference, including the impact of geopolitical uncertainty on the industry. A focus on sustainability challenges reveals a 'reality gap' in achieving net-zero goals. Discussions highlight transformations expected in the European chemicals market by 2030 and China's shift towards high-end specialty chemicals. Lastly, insights into supply chain management reveal the vital need for cost efficiency and strategic adaptability amidst evolving global dynamics.

S&P Global Platts price reporters Mujidah Yahaya and Andre Mikhail join host Vincent Valk to discuss the impact and implications of the Trump administration's drastic new tariffs on the petrochemicals sector. Topics include the impact of rolling uncertainty on markets, the potential for major shifts in trade flows, and how tariffs could further weaken an already-soft demand environment.

Join Dow CEO Jim Fitterling, an expert in market outlook and sustainability, and Mark Eramo, co-president of S&P Global, as they uncover the current state of the chemical industry. They discuss the impact of geopolitical tensions on market dynamics and the importance of the energy transition. The duo emphasizes the necessity of adopting a circular economy to address plastic waste while navigating the challenges of decarbonization. They also explore how AI and digital technologies can revolutionize operational efficiencies in the sector.

Clay Boswell, Chemical Week’s Americas markets lead, and Mark Thomas, Chemical Week’s European markets lead, join the magazine’s editor-in-chief Rob Westervelt for a discussion on the state of the petrochemical industry ahead of the World Petrochemical Conference hosted by S&P Global Commodity Insights and held in Houston from March 17-21. Topics in this podcast include the significant downturn in global operating rates, geopolitical tensions due to US tariffs, and the need for capacity rationalization, particularly in Europe, as well as the long-term outlook for the sector, including anticipated capacity additions in China and the Middle East, and the implications of evolving trade policies and the push for sustainability in the industry.  The Chemical Week podcast is the industry’s premier platform for wide-ranging discussion of issues impacting the global chemicals sector, hosted by the editors of Chemical Week and S&P Global Commodity Insights. Subscribe to the Chemical Week podcast on your favorite platform, or visit chemweek.com/podcast to view our episode archive.

Eric Appelman, Aduro Clean Technologies’ chief revenue officer, joins S&P Global senior price reporter Daniel Pelosi and S&P Global chemicals market reporter Tareen Kazi for a discussion on circular recycling. Topics include advanced recycling challenges faced by region, how to improve economic scalability of advanced recycling, and the importance of creating incentives and a market for circular products. The Chemical Week podcast is the industry’s premier platform for wide-ranging discussion of issues impacting the global chemicals sector, hosted by the editors of Chemical Week and S&P Global Commodity Insights. Subscribe to the Chemical Week podcast on your favorite platform, or visit chemweek.com/podcast to view our episode archive. Learn more about Aduro Clean Technologies here.

Mark Thomas, the Chemical Week markets editor with expertise in the petrochemical sector, discusses the pivotal role of petrochemicals in the energy transition. He highlights the dual nature of petrochemicals as both a driver for crude oil demand and a catalyst for sustainability. The conversation touches on investments in advanced recycling, the adaptation of companies like Aramco and ExxonMobil to new energy dynamics, and the essential push for circularity. Challenges remain in meeting carbon reduction goals while navigating an uncertain low-carbon future.

Valentijn De Neve, CEO of BlueAlp, a company specializing in pyrolysis and chemical recycling technology, joins the podcast with S&P Global Commodity Insights editors Daniel Pelosi and Dias Kazym for a discussion on the European chemical recycling landscape in 2025. Topics include technology advancements, advanced recycling competitiveness against virgin polymers and what is needed among stakeholders to drive the chemical recycling market forward.