Supply Chains Under Stress | Live from AFPM International Petrochemical Conference 2026 - Ep. 262

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.Turning groundbreaking ideas into real market value is more challenging than most realize. Victoria Meyer and Cameron Begley, host of Tech Transfer Talk (sponsored by Spiegare), explore the pitfalls and successes of technology transfer, innovation, and commercialization within the chemical industry. They draw on years of experience to reveal why many innovations face roadblocks and what companies need to do differently to bring new products to market. Their conversation covers the crucial role of leadership in setting risk tolerance, the human factors at the heart of business change, and how digital and regulatory shifts are redefining value and sustainability. This episode offers practical insight for industry professionals on navigating today’s complex innovation landscape.  Tune in to hear more about: What Technology Transfer Really Means: Moving innovation from lab to real-world impact Why Great Ideas Often Don’t Make It: Commercial hurdles, market fit, and the overvaluation of early-stage IP Operational Excellence vs. Innovation: Why large companies often struggle with disruptive change The Shift from Efficiency to Resilience: Implications for asset strategy, supply chain, and business model design People, Not Just Processes: The human dynamic in successful integration, M&A, and organizational change The Board, the C-Suite, and Risk Appetite: How leadership perspective shapes what gets funded—and what gets killed Measuring Value in Innovation: The unique challenge of quantifying digital investment and other non-traditional initiatives Regulation and Social License: Balancing necessary oversight with the need to accelerate safer, greener technologies Sustainability—Big S vs. Little S: Pragmatic approaches to long-term business health and environmental responsibility  Killer Quote: " Companies don’t do tech transfer—people do tech transfer. Success comes down to culture, communication, and clear incentives at every level. " — Cameron Begley More Links:www.techtransfertalk.comwww.spiegare.com.auhttps://www.linkedin.com/in/cameron-begley-9138bb/https://www.linkedin.com/company/spiegare-consulting/

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.Examining Q1 2026 earnings in the chemical industry, Victoria Meyer, host of The Chemical Show, breaks down what company reports really reveal about demand, pricing, and outlook for the rest of the year. Victoria focuses on the critical signals from Q1 and what business leaders should watch as market disruptions continue.This episode tackles the nuanced difference between stabilization and true recovery, drawing from public earnings calls and direct conversations at recent industry events. Victoria explains that while some companies have seen volume and pricing lift, much of the activity reflects inventory pre-buying rather than fundamental demand. North American petrochemical producers are benefiting from feedstock advantages, whereas Asian and European producers are facing unique challenges, from feedstock constraints to lingering regulatory issues. The episode also highlights how defensive management remains the norm, with a strong emphasis on cost discipline, restructuring, and risk management as companies look to navigate ongoing geopolitical uncertainties and regionally diverse market conditions.Join us to learn more about the following topics this week:Q1 2026 Earnings: What the numbers actually show about recovery versus stabilizationDemand Signals: Inventory rebuild or genuine end-market momentum?Pricing Trends: Where pricing power exists, and why North American producers are “winning”Regional Differences: Contrasting scenarios in North America, Europe, and AsiaDistributor and Specialty Market Performance: Who’s passing on costs and maintaining margin?The Management Playbook: How leaders are prioritizing cash generation, cost-cutting, and strategic readinessWhat’s Next: Key risks to watch in Q2 and beyond—including the threat of inventory hangover and profit margin compression Killer Quote: “The biggest risk as we go forward into 2026 isn’t weak demand or tepid margins. It’s making decisions and assumptions as if recovery has already arrived, as if the rest of the year is painting itself with clarity—because the old way is not coming back.”  - Victoria MeyerOther Links:Subscribe to The Chemical Show for weekly insights and analysis from chemical industry leaders.Want more? Sign up for our email list at https://www.thechemicalshow.comLike the show? Leave us a rating or review.

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.Five years of volatility have reshaped how chemical businesses define advantage. On this 5th anniversary episode of The Chemical Show, Victoria King Meyer uncovers the industry's most significant shifts since 2021, including the normalization of disruption, the move from efficiency to resilience in supply chains, and the new balance between global and local strategies. She shares how AI is transitioning from a side project to a core business driver, even as the industry lags behind, and why bold promises around sustainability are giving way to more disciplined action. ***** Ready to reshape your advantage in the chemical industry? Join Victoria Meyer and top leaders at this year’s Chemical Summit, happening September 29th and 30th in Houston, Texas. The theme:  Reshaping Advantage – with insights tools & discussions on how leaders gaining the upper hand through technology, leadership, talent, and more. Join the waitlist. Seats are limited, with priority for sponsors, past attendees, and those on the waitlist. Don’t miss your chance to be first in line when tickets become available—join the waitlist now at thechemicalsummit.com.***** Victoria outlines the traits of future winners in the chemical sector: those who act early, build operational resilience, and invest in new talent and digital transformation. Discover what it takes to not just respond to change, but to reshape your business and thrive in an environment where disruption has become business as usual. 

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.Once considered a back-office function, supply chain management has become crucial to business strategy as disruptions and geopolitical events reshape the chemical industry. Host Victoria Meyer is joined by Jennifer Jewson (LyondellBasell), Claudia Moshiri (Brenntag), and Chad Burke (Economic Alliance Houston Port Region) live from AFPM International Petrochemical Conference to discuss how companies are adapting—emphasizing flexibility, optionality, and visibility to stay resilient and competitive. The panel shares practical approaches to risk management, compliance, and digitization, while examining the challenges of infrastructure constraints and the rapid evolution of the global landscape. With insights on real-time disruptions like the Strait of Hormuz, the conversation offers valuable takeaways for industry professionals looking to strengthen supply chain resilience and capability for the future. Subscribe to The Chemical Show on YouTube  Listen in this week as Victoria and the Supply Chains Under Stress Panel discuss the following:  Supply chain moves to boardroom priority   Navigating real-time global disruptions   AI and data in decision making   Infrastructure and workforce under pressure   Building resilience and flexibility forward Killer Quote: "Supply chains aren’t just operational; they're not just back office. They're really strategic. They're really a strategic part of our businesses and the ability to make those tradeoffs, understand constraints, and really understand those consequences." — Victoria Meyer 

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.Trade uncertainty, regulatory hurdles, and rail consolidation are reshaping the U.S. chemical sector’s path to competitiveness. Chris Jahn, President and CEO of the American Chemistry Council, sits down with host Victoria Meyer to break down how shifting tariff policies, global supply chain complexity, and potential rail mergers are influencing costs, innovation, and industry alignment. Chris and Victoria also examine the urgent need for TSCA reform to speed up chemical approvals and keep American manufacturing globally competitive. The conversation highlights how effective advocacy, targeted regulation, and smarter infrastructure policies will be critical for the industry’s future success. Additional Links:  Sustainability Starts with Chemistry with ACC CEO Chris Jahn Subscribe to The Chemical Show on YouTube  Join us this week as Victoria and Chris discuss the following: In-Person connections drive industry alignment  Trade policy uncertainty impacts U.S. competitiveness  Rail mergers threaten costs and agility  TSCA delays hinder U.S. chemical innovation  Leadership Focus: Prioritizing through industry complexity   Killer Quote: "If you're waiting for all the information to be certain that you're right, you're never going to move quickly enough because that uncertainty is never going to go away. So you have to make the best decision you can with the information you have and then have the agility to pivot and move as you need to going forward." - Chris Jahn  ***Don’t miss an episode: Subscribe to The Chemical Show on your favorite podcast player.  ***Like what you hear? Leave a rating and review. ***Want more insights? Sign up for our email list at https://www.thechemicalshow.com 

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.Scaling up chemical recycling technologies is transforming how the industry tackles plastics waste and circularity. Eric Appelman, Chief Revenue Officer of Aduro Clean Technologies, joins Victoria Meyer to discuss Aduro’s journey, from innovative pilot projects to a commercial demonstration plant in the Netherlands, following their NASDAQ listing. The conversation covers the challenges of commercializing and financing new technology, the crucial role of established partners, and the value of risk management in scaling sustainable solutions. Victoria and Eric also dig into how regulations, market expectations, and infrastructure are impacting the adoption of recycled plastics. Their discussion offers practical insights for business leaders looking to build resilient, growth-oriented companies in the evolving landscape of chemical recycling.  Additional Links:  How To Scale Sustainable TechnologySubscribe to The Chemical Show on YouTube Listen in as Victoria and Eric discuss the following: Aduro’s breakthrough approach to plastics recycling    Moving from lab innovation to commercial plant   Market shifts: from promises to practicality   Regulation’s impact on plastics circularity   Leadership lessons for chemical industry startups Killer Quote: "You as a leader, are you able to take the blows? Because in the 10 to 15 years to market, the world is going to go through at least 3 radical changes… That ability, that agility is crucial.” - Eric Appelman 

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.Geopolitics, energy volatility, and persistent oversupply are reshaping the global chemical industry as 2025 draws to a close. Victoria Meyer sits down with Kurt Barrow and Andrew Neale from S&P Global to address the forces driving today’s market dynamics, the impact of government policies, and the shifting landscape heading into 2026. They break down how new sanctions, tariffs, and energy transition policies are influencing everything from oil prices and supply chains to chemical production strategies worldwide. Related episode: Strait of Hormuz Crisis - How Supply Chains Are Affected Globally - Ep 257The episode explores regional strengths and vulnerabilities, with North America, the Middle East, and China taking leading roles amid rationalization and capacity closures in Europe and South Korea. Kurt Barrow and Andrew Neale share insights on how chemical producers are responding to cost shifts, supply chain resets, and evolving consumer demand. The conversation also previewed the upcoming World Petrochemical Conference and CERAWeek, emphasizing the need for industry leaders to stay agile in response to accelerated change, emerging technologies, and global market imbalances.  Victoria, Kurt, and Andrew discuss the following this week:  Why government action, oversupply, and shifting demand are redefining 2025 in the chemical markets. How new sanctions, oil movements, and policy shifts impact feedstocks and chemical production. Real-world examples of how canal disruptions, freight rate swings, and tariffs are reshaping global sourcing. Regional winners and losers as energy prices, assets, and investments shift across Europe, China, and the US. Key strategies for chemical leaders navigating consolidation, energy transition, and market shifts ahead.  Killer Quote:  "We’ve gone from that globalization to regionalization—that almost helps some of your high cost players very short term...that’s a very near term. How long that lasts if we have another round of tariff movements—European, and we will, but European, I don’t know what it is, but we will in Q2."  —Andrew Neale ***Don’t miss an episode: Subscribe to The Chemical Show on your favorite podcast player.  ***Like what you hear? Leave a rating and review. ***Want more insights? Sign up for our email list at https://www.thechemicalshow.com 

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.AI’s rapid growth is transforming the energy landscape, sparking critical questions about grid reliability, electricity costs, and future solutions. Host Victoria Meyer talks with Amy Myers Jaffe of NYU to discuss how data centers are pressuring regional grids, why battery storage and grid flexibility matter, and what new market rules could mean for consumers and industry. The conversation highlights how AI can also drive innovation in materials and manufacturing for the chemical industry, pointing to both challenges and opportunities as energy demand and technology reshape the sector.  Additional Links:  Top Risk Trends for Chemicals, Energy, & Mining in 2026 Subscribe to The Chemical Show on YouTube  Join Victoria and Julie this week as they explore the following topics:  Evolving from journalist to global energy thought leader. AI’s Energy Impact: increasing and shifting electricity demand Batteries and AI are enabling smarter, more flexible energy management. Rising electricity costs spark debate on fair pricing structures. AI fuels chemical innovation and advances sustainable manufacturing. Killer Quote: "Electricity is the new gasoline." - Amy Jaffe 

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.Stranded ships and blocked oil routes in the Strait of Hormuz are causing far-reaching disruptions across the global chemical industry. NUCO Logistics Managing Director Farid Tahvildari joins host Victoria Meyer to explain how the Iran war has sparked shipping delays, rising surcharges, and new uncertainties—impacting everything from inventory planning to supply chain strategy for chemical companies. Victoria and Farid cover practical actions businesses should take, including diversifying suppliers and preparing for shifting tariffs and paperwork challenges. The conversation also highlights the geopolitical implications for Asia and China, and Farid shares a personal leadership perspective on navigating ongoing crisis and change.  Additional Links:  Red Sea Shipping Issues and Resolutions Subscribe to The Chemical Show on YouTube  Join Victoria and Farid this week as they explore the following topics:  Strait of Hormuz Crisis and shipping impact   Surging costs and supply chain Disruption   China, India, and Geopolitical oil shifts   Adapting: Diversified suppliers and crisis lessons   Leadership and navigating uncertainty in crisis Killer Quote:  "There is no such a thing as normal anymore, at least for foreseeable future." - Farid Tahvildari 

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.ChemPoint’s digital-first model is reshaping the chemical distribution landscape by pairing technology-driven sales with a personal touch. Director of Supplier Growth Julie Roberts joins Victoria Meyer to discuss ChemPoint’s evolution from inside sales pioneers to leveraging AI and real-time data for specialty chemicals. Julie highlights the importance of meeting customers where they are—online and offline—while creating value through technical content and rapid response. Victoria and Julie touch on global industry trends, supply chain shifts, and the need for adaptive leadership in a changing market. Their conversation offers practical insight for industry professionals—whether you’re navigating digital transformation, strengthening customer relationships, or leading teams through uncertainty.  Subscribe to The Chemical Show on YouTube  Join Victoria and Julie this week as they explore the following topics:  ChemPoint’s digital-first approach to chemical distribution How AI is transforming workflows and customer experiences Tackling market shifts and supply chain challenges   Global expansion and adapting to regional market changes   Leadership, diversity, and success for women in chemicals  Killer Quote:  "Don't be afraid to take risks. The answer is always going to be no if you don't ask the question." -Julie Roberts***Don’t miss an episode: Subscribe to The Chemical Show on your favorite podcast player.  ***Like what you hear? Leave a rating and review. ***Want more insights? Sign up for our email list at https://www.thechemicalshow.com