Chemical Week

Chemical Week
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Aug 26, 2025 • 28min

What are the big challenges for recycling in specialty plastics?

Torsten Heinemann, head of group innovation and sustainability at Covestro and member of the Global Impact Coalition's executive committee, joins the podcast to discuss the challenges inherent in using recycled material as a feedstock for specialty plastics. Key topics include why it's so difficult drop new raw materials into a process, bottlenecks to expanding recycling, Covestro's efforts to develop and scale technologies in this area, and the importance of cross-industry collaboration.
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Aug 12, 2025 • 27min

What are the key takeaways from Q2 earnings season?

Chemical Week's Ian Young and Vincent Valk join S&P Global Platts' Daniel Pelosi and host Jameson Croteau for a discussion of Q2 earnings season. Key topics include tariff impacts, the capacity overhang in petchems, what companies are saying about the outlook, and variations in end-market demand.
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Jul 22, 2025 • 27min

What are the major points of concern for US industry?

Chris Jahn, CEO and president of the American Chemistry Council, dives into pressing concerns for the U.S. chemicals sector. He highlights the significance of stable industrial policies post-Trump's tariffs and discusses regulatory complexities impacting long-term investments. Jahn emphasizes the vital role of the chemical industry in reviving U.S. manufacturing, navigating recent budget bill implications for growth, and balancing optimism with challenges in trade policy. His insights reflect a mix of caution and hope for the industry's future.
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Jul 9, 2025 • 23min

Can the chemicals sector truly move away from fossil-based carbon?

Christopher vom Berg, executive manager of the Renewable Carbon Initiative, dives into the urgent need for Europe's chemical industry to transition from fossil-based to renewable carbon. He discusses how this shift can enhance competitiveness amid regulatory pressures. The conversation highlights innovative strategies for defossilization, balancing regulations with incentives, and the importance of creating stable markets for non-fossil carbon products. Insights from the solar sector reveal valuable lessons for driving sustainable practices in chemicals.
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Jun 24, 2025 • 27min

What might the second half hold for Europe's chemical industry?

Andy Orszynski, Director of Ethylene and Derivatives at S&P Global, and Yazmine Khan, Director for Aromatics at S&P Global, delve into the future of Europe's chemical industry. They discuss the impact of recent geopolitical tensions and low demand on market competitiveness, especially after the Munich luncheon. Key insights include LyondellBasell’s significant divestments and the mixed industry reactions them. The conversation offers a nuanced view on whether there’s any reason for optimism amidst capacity reductions and high energy costs.
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Jun 10, 2025 • 22min

What role do specialty chemicals play in emerging industrial policies?

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.
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May 27, 2025 • 20min

How are specialty chemical producers navigating tariff uncertainty?

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.
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May 13, 2025 • 25min

Is there any visibility in the outlook from Q1 results?

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.
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7 snips
Apr 22, 2025 • 28min

What were the key takeaways from WPC 2025?

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.
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Apr 8, 2025 • 20min

What is the early impact of Trump's tariffs on the petchems sector?

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.

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