Can the chemicals sector truly move away from fossil-based carbon?
Chemical Week
Christopher vom Berg, executive manager of the Renewable Carbon Initiative, a think tank and consultancy, joins the podcast to discuss a report on pathways for Europe's chemical industry to transition away from fossil-based carbon. Key topics include whether such a transition can actually boost Europe's competitiveness, the correct balance between incentives and regulation, and how to create markets for new products. The full report is available here:
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What might the second half hold for Europe's chemical industry?
Chemical Week
S&P Global Commodity Insights research directors Andy Orszynski and Yazmine Khan join price reporter Daniel Pelosi to discuss the outlook in Europe after June 10's European Petrochemical Luncheon in Munich. Key topics include ongoing capacity rationalization, what LyondellBasell's cracker divestiture means for efforts to sell European assets, and whether there is any case for optimism in the industry. This episode was recorded on June 20, and references some recent events.
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What role do specialty chemicals play in emerging industrial policies?
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.
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How are specialty chemical producers navigating tariff uncertainty?
Chemical Week
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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Is there any visibility in the outlook from Q1 results?
Chemical Week
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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What were the key takeaways from WPC 2025?
Chemical Week
Chemical Week editors Rob Westervelt, Mark Thomas and Clay Boswell join the podcast to discuss key takeaways from this year’s World Petrochemical Conference. Key themes include ongoing geopolitical uncertainty, including tariffs, the evolution of energy transition, European capacity rationalization, the long-term outlook for feedstocks. This episode was recorded on March 24, and references some recent events.
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What is the early impact of Trump's tariffs on the petchems sector?
Chemical Week
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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WPC 2025: Dow CEO Fitterling and S&P Global's Eramo on the state of the industry
Chemical Week
Dow CEO Jim Fitterling and S&P Global Commodity Insights co-president Mark Eramo chat with Chemical Week editor Rob Westervelt at 2025's World Petrochemical Conference. Topics include the market outlook, the role of energy transition in an era of geopolitical tension, and a glimpse of the chemical industry's long-term future.
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WPC Preview: How will the petrochemical industry navigate the downturn and geopolitical tension?
Chemical Week
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,...
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When does advanced recycling commoditize?
Chemical Week
Eric Appelman, ’ 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...
info_outlineIan 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.