Chemical Week

Hosted by Chemical Week

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Episodes

172

Latest episode

Aug 2026

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About the show

The Chemical Week Podcast brings you authoritative insights from industry leaders and S&P Global Energy experts on the issues shaping the global chemical industry – covering petrochemicals, specialty chemicals, sustainability, innovation, market trends, supply chains, and policy and regulatory developments.

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60 recent

August 25, 2026Episode 17623 min

What drove higher chemical margins in the second quarter?

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 demand remained weak. Topics include supply-chain shifts, specialty chemicals' resilience, continued weakness in housing and automotive demand, and emerging growth areas such as semiconductors, data centers, aerospace and defense.

August 13, 2026Episode 17521 min

What's driving the chemical M&A rebound?

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-linked surges, private equity hesitation and which end markets remain the most resilient for deal making. 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 Energy. Subscribe to the Chemical Week podcast on your favorite platform, or visit chemweek.com/podcast to view our episode archive.

July 30, 2026Episode 17424 min

Can chemical producers turn Middle East volatility into an advantage?

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 geopolitical pressures could create longer-term risks through inflation, weaker demand and stress in vulnerable end markets such as agriculture and commodities. At the same time, growth tied to AI, data centers and advanced materials provides a meaningful bright spot for specialty chemical producers. However, the industry remains exposed to high interest rates, soft housing and automotive demand. Check out the latest ratings report here .

July 14, 2026Episode 17324 min

Embedding AI in chemical operations

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.

June 23, 2026Episode 17224 min

Which countries are most attractive for chemicals investment?

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 out the full index here .

June 9, 2026Episode 17121 min

How are data centers, cooling and nuclear shaping advanced materials?

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 of issues impacting the global chemicals sector, hosted by the editors of Chemical Week and S&P Global Energy. Subscribe to the Chemical Week podcast on your favorite platform, or visit chemweek.com/podcast to view our episode archive.

May 26, 2026Episode 17030 min

What are companies saying about the impact of the Iran conflict?

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 panelists also discuss inflation impacts and some rare pockets of growth for the industry.

May 12, 2026Episode 16930 min

How has the industry evolved over the past four decades?

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 across various chemical segments. Despite current regulatory and economic hurdles, Young remains optimistic about the sector's resilience and its vital role in driving sustainability and societal progress. 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.

April 28, 2026Episode 16824 min

Securing supply in a turbulent environment

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 distributors in 2026 and beyond.

April 14, 2026Episode 16728 min

Commercial uses (and misuses) of AI in the chemicals sector

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.