Ihs Chemical Week's Podcast

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.

In two live interviews from the 2026 World Petrochemical Conference, Dow CEO Jim Fitterling and American Chemistry Council CEO Chris Jahn discuss the state of the industry in a moment of heightened volatility. Fitterling discusses the potential impact of the Middle East war, gives an update on the Dow's Alberta net-zero cracker, and talks about the prospects for Europe's competitiveness. Jahn highlights ACC's policy and regulatory priorities, and the ongoing uncertainty around global trade.

In a special episode in advance of the 2026 World Petrochemical Conference (WPC), Chemical Week editor-in-chief Ian Young, senior editor Mark Thomas, and S&P Global Platts senior price reporter Daniela Morales join the show for a discussion of key themes and what to look out for at this year's WPC. The war in the Middle East, supply chain and tariff issues, the evolution of the industry in Asia Pacific, and the changing nature of energy transition take center stage as industry leaders prepare to gather in Houston. Hear more on key issues in the petrochemical sector at the World Petrochemical Conference (WPC 2026), taking place at Houston, TX, March 23–27, 2026. The event will bring together industry leaders and market experts to assess market shifts, margin pressures and strategic responses across global petrochemicals. For more information and to register, visit wpc.spglobal.com/en or contact wpc@spglobal.com.

Alasdair Carmicheal and Lauren Laibach of the National Association for PET Container Resources (Napcor) join S&P Global research head Olivier Maronneaud and podcast host Vincent Valk for a discussion of the outlook for recycled PET in 2026. Key topics include the findings of Napcor's latest report on the state of the PET recycling sector and global challenges related regulatory differences, trade tensions, and weak supply-demand dynamics. Hear more on key issues in the plastics recycling and polymer sectors at the World Petrochemical Conference (WPC 2026), taking place at Houston, TX, March 23–27, 2026. The event will bring together industry leaders and market experts to assess market shifts, margin pressures and strategic responses across global petrochemicals. For more information and to register, visit wpc.spglobal.com/en or contact wpc@spglobal.com. This episode was recorded before the current war in the Middle East broke out.

Dan Jeavons, president of Applied Computing, a developer of foundational AI models for industry, joins the podcast to discuss how AI can improve the chemical sector's operations and the challenges to implementing it. Jeavons - also a former executive at Shell - discusses why LLMs must be tuned for industrial operating environments, the importance of getting a workforce comfortable with AI, and where chemical makers see the greatest potential for operational optimization. Before the chat with Jeavons, Chemical Week specialties editor Sotirios Frantzanas joins the show for a brief discussion of the Feb. 23 cover story, a deep dive into AI's impact on established industry processes.

Daniel Krauss, director at S&P Global Ratings, joins the podcast for a discussion about the latest S&P Global Ratings chemicals report and the road ahead for the chemical industry. Topics include how the prolonged chemical downturn has affected credit ratings, the disparity in the outlook for commodity verses specialty chemicals , and what a recovery looks like when it arrives. Read the report here. 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.

Sid Kalpattu Shivakumar, director of global market insights and Nouryon, joins the podcast for a deep dive into supply chain resiliency. Key themes include the multidimentional nature of supply volatility, how companies can manage multiple suppliers, and the role of AI and data in driving decisions around supply chain.

Chemical Week editor-in-chief Ian Young, senior editor Vincent Valk and S&P Global chemicals price reporter Luke Warren join podcast host Jameson Croteau to discuss the 2026 outlook. Major themes include oversupply in the face of weak demand, opportunities related to AI, turbulent geopolitics, what's next for China's chemicals sector, and sluggish-but-resilient economic growth. 

Leticia Gonçalves, International Flavors & Fragrances Inc. (IFF)'s president of health and biosciences, joins the podcast to discuss IFF's Designed Enzymatic Biomaterials (DEB) platform, its journey from concept to commercialization, and the expanding market opportunities for biomaterials in sectors like home care, water treatment, and packaging. 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.

Kamna Kapoor, senior price reporter at S&P Global Energy, and Andre Mikhail, price reporter at S&P Global Energy, join the podcast to discuss the latest in methanol market dynamics. Key topics include a supply glut in the US, ongoing contract negotiations, and the impact of trade barriers.

Nirav Shah, global director/growth fields at Evonik, joins the podcast to discuss the promise and challenges of using pyrolysis oil - derived from recycled plastic - as a chemical feedstock and fuel.

Eric Byer, president of distributor trade group Alliance for Chemical Distribution (ACD), joins podcast host Jameson Croteau for a discussion of the state of the chemical distribution sector. Key topics include the impact of tariffs on the outlook for distributors, the sector's view on Trump's regulatory agenda, and the M&A market in the perpetually-consolidating distribution industry.

Mujidah Yahaya, senior price reporter at S&P Global Commodity Insights, and Mark Thomas, senior editor at Chemical Week, join the podcast to discuss key themes from this year K-show, the plastics trade fair in Dusseldorf, Germany. Key themes include ongoing capacity rationalization in Europe, the need for well-designed regulation in the region, and  industry's commitment to sustainability and circular economy goals amid macroeconomic pressures. 

Steve Elliott, chief executive of the UK's Chemical Industries Association, and Luca Raffellini, executive director/chemical consulting at S&P Global Commodity Insights, join Chemical Week editor-in-chief Ian Young for a discussion of Project 2035, the association's initiative aimed at improving the UK industry's competitiveness. Key discussion points include the need for regulatory reform, relief on high energy costs, and prospective future scenarios for the UK chemicals sector.  For more information about Project 2035, click or tap here.

S&P Global Commodity Insights price reporters Esther Ng and Kamna Kapoor join the podcast to discuss the impact of sanctions on the Asian methanol market. They explore the resulting shifts in trade flows, pricing dynamics, and the challenges faced by importers as they navigate the transition from Iranian to non-Iranian methanol sources amid fluctuating demand and inventory levels. They also focus on major adjustments due to the sanctions in the Indian market, as well as the impact in China, Southeast Asia, and the Middle East.

Longtime Chemical Week editor Rob Westervelt joins podcast host Vincent Valk for a discussion of the chemical industry's competitive landscape after this week's publication of Chemical Week's annual Billion-Dollar Club ranking. Key topics include the implications of the rise of China, why the industry's leaderboard has been static in recent years, and whether equity markets have an appetite for diversified chemical manufacturers. 

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.

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.

Chris Jahn, CEO and president of the American Chemistry Council, joins the podcast to discuss major issues facing the US chemicals sector and the outlook for the rest of the year. Key topics include the evolving role of industrial policy, Trump's tariffs and regulatory reforms, and producer sentiment for the rest of the year.

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: Policy Proposals for Facilitating the Transition to Renewable Carbon.