Chemical Week

Chemical Week's Rob Westervelt and S&P Global Commodity Insights' Neirin Gray Desai and Mujidah Yahaya join the podcast to discuss key takeaways from second-quarter earnings season and read the tea leaves for the rest of the year. Key topics include the diminishing prospects for recovery in stalled demand, the coming of capacity rationalization in Europe, and the possible impact of a sluggish operating environment on industry's investment plans.

Louis Besland, partner and head of chemicals practice at executive search firm Heidrick & Struggles, joins Chemical Week’s Rob Westervelt for a discussion of CEO succession and talent management in the industry. Topics include building a diverse talent pipeline, the evolution of skill sets needed for effective leaders, and the need for future-oriented thinking around CEO succession.

S&P Global Commodity Insights reporters Mark Astley and James Burgess join Chemical Week's Mark Thomas and Jameson Croteau for a discussion of the clean ammonia market. Key themes include difficulties in getting projects off the ground, the role of regulatory uncertainty and financing incentives in developing the market, and the ambiguities around whether blue ammonia is truly 'clean.'

Sophie Casenave, policy affairs manager at environmental trader and consultancy Strive by STX, joins the podcast to discuss the the latest alphabet-soup of climate regulations. These include the EU's new reporting directive, some new reporting rules in the US, and carbon border mechanisms in the EU. We discus what the different rules mean for industry, how reporting and regulatory requirements are changing, and the impact of new rules on chemical companies' decarbonization strategies. 

Polyfluoroalklyl substances (PFAS) have been the subject of litigation and controversy due to mounting evidence of their long-term impact on human health. PFAS are, perhaps, most well-known for applications in films, packaging, and electronics - but they have also played a crucial role in the renewable energy sector. 

In this episode cross-posted with S&P Global Commodity Insights' Energy Evolution podcast, reporter Camilla Naschert takes a look at the role of PFAS in the renewable energy sector, talking with industry leaders and academics about what they do and whether it is possible to have a clean energy future without them.

Christian Krueger, head of global sustainability and advocacy for chemical recycling at BASF, joins S&P Global Commodity Insights editors Abdulaziz Ehtaiba and Iris Poon for a conversation about chemical recycling. Topics include the key differences between chemical and mechanical recycling, the investment environment for chemical recycling in the US and Europe, and the role of legislation and governments to incentive a maturing industry.

Thomas Watters, managing director/oil, gas and chemicals at S&P Global Ratings, joins the podcast to discuss the intersection of credit conditions and the industry's outlook. Topics include the impact of 'higher-for-longer' interest rates, what Europe's weak operating environment means for credit, and the impact of China's relentless capacity additions.

CW editor Jameson Croteau joins the podcast to discuss Chemical Week's net zero tracker and the industry's so-far-fitful progress towards reaching its climate goals. Topics include regional differences in goal-setting and the gap between the targets and implementation.

You can check out Chemical Week's net-zero tracker here: https://chemweek.com/document/show/phoenix/5077186/Push-for-net-zero-plateaus-in-2023-While-industry-makes-strides-to-curb-Scope-3-implementation-lags-behind-ambitions

Dow CEO Jim Fitterling and Evonik deputy chairman Harald Schwager chat with Chemical Week editor-in-chief Rob Westervelt about their views on chemical markets for 2024, energy transition, European competitiveness, and Dow's net-zero cracker in Alberta. The interviews were recorded live at the 2024 World Petrochemical Conference in March.

Rob Westervelt, editor-in-chief of Chemical Week and Antionette Smith, senior editor/chemicals at S&P Global Commodity Insights, join podcast host Vincent Valk to discuss key takeaways from this year's World Petrochemical Conference and read some tea leaves on what to look out for in first- quarter earnings.