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.

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.

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.

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.

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.