The Chemical Show: Leadership Conversations on Strategy, Supply Chain, Innovation, Talent and Trends

By Victoria King MeyerBusiness News Business News Management

The Chemical Show: Leadership Conversations on Strategy, Supply Chain, Innovation, Talent and Trends episodes

October 07, 2025Chemical Industry Transformation: Startup Mindset with Jimmy Jett of Integrity Biochem - Ep. 236
Taking on a 100-year-old industry with a startup mentality requires equal parts resilience, adaptability, and trust. Jimmy Jett, CEO of Integrity Biochem, joins host Victoria Meyer for an insightful fireside chat that uncovers the challenges and strategies behind transforming a traditional chemical business. Jimmy shares how his team moved innovative technology from the pharmaceutical sector into oil and gas, then successfully scaled into personal care and mining.
Their conversation highlights the unique pressures of operating a startup in a legacy market—navigating regulatory hurdles, building a culture of speed and trust, and leveraging partnerships for rapid growth and scale. With candid stories on leadership, funding, and talent, Jimmy and Victoria shine a light on what it takes to disrupt and thrive in the chemical industry today, amidst economic, geopolitical, and technological shifts.

Victoria and Jimmy explore the following topics:
How Integrity Biochem brought a fast-paced startup mindset to disrupt the century old chemical industry.
How Jimmy Jett built his team and pivoted from entrepreneurship to structured, scalable operations.
The real challenges of scaling from a three-acre site to global operations.
Culture, resilience, and the leadership journey
Navigating uncertainty in a changing industry

Killer Quote: "You have to find those experts in those market segments that can tell you go, no go. And there’s plenty of market segments where we are not a fit. Absolutely not. And so you just have to keep plugging away until you find that little niche and then you go hard with it... you go hard only if the volumes and the margin justify it." — Jimmy Jett

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27 min
September 30, 2025Surviving the Long Downturn: Dewey Johnson of Chemical Market Analytics on Chemicals, Strategy, and Change - Ep. 235
Oversupply, uncertainty, and shifting global forces are reshaping the chemical industry in unprecedented ways. Dewey Johnson, Senior Vice President of Dow Jones and global head of Chemical Market Analytics, joins host Victoria Meyer to dissect what’s driving the deepest and longest industry downcycle on record—from China’s march toward chemical self-sufficiency to the impact of sustainability targets and supply chain risk. Dewey shares his perspective on the global landscape, the interplay of political, economic, and environmental pressures, and why market participants are facing tough decisions about assets, investment, and strategy.
Victoria and Dewey also explore how companies are navigating regional differences, the growing importance of AI, and why the next five years could bring more M&A, shutdowns, and portfolio reshaping. With insight into the evolving role of Chemical Market Analytics under Dow Jones, this conversation offers chemical industry professionals a candid look at the trends and disruptions shaping the market today—and practical considerations for staying resilient and competitive into the future.

Victoria and Dewey discuss the following topics:
Discover the forces pushing chemical markets into a deep, global downturn.
Learn how geopolitical shifts are rewriting the rules of industry competition.
Uncover China's oversized impact on worldwide chemical supply and trade.
See how innovation and strategic moves are helping companies stay resilient.
Explore how data, analytics, and AI are guiding smarter decisions in uncertain times.

Killer Quote: "This is the longest and deepest down cycle ethylene has ever experienced, ever." — Dewey Johnson
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39 min
September 23, 2025Q4 2025 Priorities: How Chemical Leaders Can Position For 2026 Success - Ep. 234
As the chemical industry closes out a turbulent 2025, leaders are facing another critical inflection point. In this solo episode, host Victoria Meyer lays out the key market trends, leadership strategies, and execution tactics that matter most for finishing the year strong and setting up for success in 2026.
Victoria unpacks how permanent asset shutdowns, trade and tariff volatility, tighter capital, the evolving business case for decarbonization, and uneven demand are reshaping industry decision-making. She dives into the practical steps that chemical leaders—from the C-suite to frontline managers—can take now to sharpen operational discipline, drive portfolio value, and protect strategic growth opportunities amid uncertainty.
From capital allocation and supply chain resilience to customer partnership and talent management, Victoria emphasizes the importance of strategic discipline and a focus on the fundamentals. Leaders need to navigate today’s challenges but also position their business to capture opportunities as the landscape evolves.

Victoria highlights:
Five top market trends defining Q4 2025: asset shutdowns, trade/tariff uncertainty, capital constraints, shifting decarbonization priorities, and uneven demand.
How permanent structural change is creating risk—but also new opportunities for those who are prepared.
The importance of scenario planning and stress-testing supply chains to create resilience and competitive advantage.
Why operational discipline and cash management are essential to fund innovation, M&A, and growth.
Portfolio discipline: knowing when to prune non-core businesses and selectively invest for transformation.
The impact of delayed decarbonization projects, but also where incremental progress and the business case still hold strong.
How to approach talent and culture as drivers of transformation—especially amid layoffs and restructuring.
Practical actions for leaders to close out 2025: tighten operations, protect growth capital, focus supply chain strategy, engage customers on value, and build high-performance teams.

Killer Quote: “This is the quarter where strategic discipline really differentiates those who are merely surviving from those who are positioning to grow into 2026.” – Victoria Meyer
27 min
September 16, 2025Modern Pricing Challenges and Value Drivers in the Chemical Industry with James Hogan of Simon-Kucher - Ep. 233
Pricing remains one of the most powerful yet often misunderstood levers for growth and profitability in the chemical industry. James Hogan, partner at Simon Kucher and expert in pricing strategy and customer behavior, joins host Victoria Meyer to break down today’s evolving landscape—from regional market differences and shifting supply dynamics to the rising role of digital tools and sustainability. Their conversation highlights how value goes beyond price alone, with factors like product quality, lead time, technical support, and strong customer relationships playing critical roles in differentiating both commodity and specialty chemical businesses.
James and Victoria examine the transformation from formulaic to value-based pricing, the complexities introduced by tariffs and distributors, and the increasing need for scenario planning in a volatile market. They also discuss how technical backgrounds, transparent communication, and understanding what customers truly value can drive both personal career growth and business results.

Victoria and James explore the following topics:
How a clear understanding of what customers value is critical to pricing
How technical support, lead times, and relationships drive differentiation—even in commodities.
Regional markets and sustainability differences are demanding tailored global strategies.
How AI, data, and blockchain are revolutionizing chemical pricing and operations.
Preparing for uncertainty: Scenario planning is key to staying ahead of market disruptions.

Killer Quote: "Everybody wants to avoid a price war. In an industry like this where margins are razor thin, you can't afford to go down. So let's all focus on adding more value. You add more value, you find a way to add more value, customers will find a reason and willingness to pay a little bit more. And, you know, our side is let's raise the bar rather than lower the bar." - James Hogan, Partner at Simon-Kucher

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30 min
September 09, 2025Accelerating the Speed of Decisions with Knowde CEO Ali Amin-Javaheri - Ep. 232
The chemical industry is facing a new wave of digital transformation, with artificial intelligence and data integration promising tangible productivity gains. Ali Amin Javaheri, CEO of Knowde, returns to The Chemical Show with host Victoria Meyer to share how the industry’s historically “laggard” approach to technology is giving way to practical applications that drive value—from automating regulatory workflows to empowering sales and commercial teams. Ali draws on his deep industry background to discuss the challenges and opportunities chemical companies are encountering as they seek to unify fragmented data and leverage new tools to streamline operations.
Victoria and Ali explore the critical role of leadership in successful digital adoption, the importance of targeting top business priorities, and why user adoption still hinges on solving the right problems. Their conversation covers the evolution from early e-business systems to modern AI-driven solutions, highlighting how faster access to knowledge, connected data sources, and executive engagement are fundamentally changing how chemical companies operate and create value—for their teams and their customers.
Victoria and Ali cover these topics:
How to transform scattered chemical data into real productivity gains.
Learn how AI is solving real challenges in chemicals—not just hype.
Discover why connected data means faster, smarter decisions.
Learn why executive focus is the secret to lasting digital change.
Get Ali’s advice for future leaders driving industry innovation.

Killer Quote: "You have no idea how many times I hear the two words ‘change management.’ And of course it’s hard—you know, people have their preferences and certain behaviors. However, people can change and people can be led to a better direction. A lot of times folks want that if they understand the why and it’s being repeated over and over again as to why it’s so important." - Ali Amin-Javaheri, CEO of Knowde
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34 min
September 02, 2025Inside Carpenter Company’s Evolution: CEO Brad Beauchamp Discusses Acquisitions, Company Culture, and European Strategy - Ep. 231
How does a 75-year-old manufacturing company successfully transform through bold acquisitions and shifting market conditions? Brad Beauchamp, President and CEO of Carpenter Company, sits down with Victoria Meyer to share Carpenter’s journey from “old-school” chemical company to global leader in comfort cushioning and consumer bedding. Brad offers a behind-the-scenes look at how Carpenter navigated the integration of major acquisitions—including Recticel, NCFI Polyurethanes, and the iconic Casper mattress brand—amid supply chain turbulence, economic uncertainty, and evolving industry demands.
Victoria and Brad also tackle the changing culture in manufacturing, Carpenter’s approach to digital transformation and AI, and how leaders can balance people-first values with the drive for profit and growth. With practical leadership advice and candid stories from the front lines, this episode is a must-listen for chemical industry professionals interested in business transformation, growth strategies, and the future of manufacturing.

Victoria and Brad discuss the following:
How to keep a company growing during unpredictable times.
How bold acquisitions are reshaping Carpenter’s future.
Maintaining a people-first culture through major change.
Evolving the chemical value chain
Leadership, digital transformation, and Carpenter’s formula for resilience.

Killer Quote: "Sales is vanity, profit is sanity, but cash is reality." — Brad Beauchamp, President and CEO of Carpenter Company
00:00 "Carpenter Company Insights with CEO"

03:42 Guest Appreciates Podcast's Positive Impact

06:55 Journey from R&D to Chemical Sales

11:45 Growth Strategy Over Coasting

15:53 Flexible Foam Acquisition Discussion

17:28 "Understanding the Casper Story"

21:37 Changing Mattress Market Dynamics

26:17 Brand-Driven Billion-Dollar Businesses

30:18 "Understanding Organizational Talent Variability"

31:17 Balancing Growth and Pace

34:48 Investing in Europe's Consumer Market

39:22 Carpenter's Transformative Profit Sharing Plan

41:16 AI's Role in Evolving Work Practices

44:53 Navigating Information in New Industries

49:51 "Curiosity Fuels Lifelong Learning"

51:05 Uncontrollable Career Advancement Factors

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50 min
August 26, 2025What Employers and Employees Really Want with Milan Taylor of Mercer - Ep. 230
How companies manage people and talent is rapidly changing—especially in the chemical industry where agility, performance, and well-being are now critical business drivers. Victoria Meyer is joined by Milan Taylor, partner at Mercer and featured speaker at the upcoming Chemical Summit, to discuss how workforce redesign, skill-based development, and the integration of technology like AI are shaping both challenges and opportunities for chemical companies.
Victoria and Milan explore data-driven insights around HR priorities, the importance of aligning KPIs with business strategies, and the growing pressure on leaders to address employee stress and burnout. They also address practical strategies for small and midsize companies to maintain agility and foster growth—even with limited resources. Whether you’re a leader looking to refine your talent strategy or aiming to future-proof your workforce, this episode offers valuable, actionable perspectives for navigating today’s workforce transformation.

Victoria and Milan investigate these themes this week:
People-First Performance: Empowering line managers to drive results.
Work redesign: Breaking jobs into skills and leveraging technology for agility.
Managing AI adoption benefits and risks in chemical workforces.
Addressing employee burnout and retention beyond just pay.
Scalable Growth: Practical development strategies for companies of all sizes.

Killer Quote: "You can only deliver that business performance if you've got strong alignment all the way down the organization." – Milan Taylor
00:00 "Optimizing HR in Chemical Industry"

05:38 Agility: Speed, Precision, Intent

10:20 "Revolutionizing Work Through Automation"

13:23 Realistic Project Management & Transformation

17:24 HR's Cautious AI Adoption

21:40 Top Employee Priorities: Pay & Benefits

22:47 Workplace Strain Amid Economic Pressures

26:25 Unrealistic Targets Drive Employee Exit

32:23 Boost Engagement & Skills Transition

33:38 "Keys to Authentic Professionalism"

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33 min
August 19, 2025Q2 Earnings Insights: Leading Through Chemical Industry Transformation - Ep. 229
Economic uncertainty, supply chain complexity, and shifting global demand are shaping the chemical industry’s trajectory as businesses wrap up Q2 2025. Host Victoria Meyer unpacks the mixed earnings results from major chemical players and highlights what leaders need to focus on for the remainder of 2025 and into 2026. From confronting persistent weak demand and managing operational excellence, to navigating regionalization, cost discipline, and supply chain resilience—Victoria breaks down the core industry trends and reveals how specialties are outperforming commodities in today’s market landscape.

Victoria also shares actionable insights for leaders: prioritize talent, double down on communication, and remain agile in both investment and innovation strategies. With business transformation and sustainability still at the forefront, this episode provides practical guidance to maximize opportunities and overcome current market challenges. Explore how industry leaders are preparing for future shifts—and why attending the upcoming Chemical Summit in Houston could be critical for your business and leadership growth.
Victoria discusses the following:
Mixed Q2 2025 earnings: Chemical industry performance varies widely
Specialty outperforms commodity: Differentiation and regional focus drive success
Cost-cutting and cash preservation are top priorities for companies
Supply chain resilience: Regional diversification key amid disruption
Leadership priorities - Strategic planning, talent, innovation, and communication for 2026

Killer Quote: "Doing the right things in your business today that allow you to reinvest, grow, focus on future business." – Victoria Meyer

00:00 Q2 Insights in Chemical Industry

05:40 Commodity Cost Cuts & Specialty Chemical Resilience

10:15 Automotive Industry's Ongoing Struggles

11:34 Rethinking Business Amid Global Shifts

16:44 Smart, Nimble Investment Strategies

20:49 Evolving Business and Sustainability Shift

24:01 "Clear Communication is Key"

25:04 "Be Ready for 2026 Opportunities"

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26 min
August 12, 2025Lessons in Change: Adapting Technology, Data, and People in the Modern Shipping Industry - Ep. 228
How is artificial intelligence changing the world of maritime shipping and the broader chemical industry supply chain? Victoria Meyer speaks with Per Ostman, VP of Product Management at Veson Nautical, to explore the impact of technology and data-driven solutions on shipping operations. Per shares how Veson Nautical integrates advanced software and AI-enabled workflows to help shipping companies manage complex data, enhance efficiency, and adapt to rapid changes in the marketplace.
Victoria and Per dig into the speed and complexity of shipping data, the importance of system integration, and the role of AI in streamlining tasks like claims handling. The conversation also addresses the human side of technology adoption—how AI is transforming jobs, creating new opportunities, and driving a need for continual learning. With practical advice for industry professionals and real-world examples, this episode offers valuable insight into the intersection of technology, people, and progress in maritime shipping and chemicals.

Victoria and Per explore the following topics:
Using AI and technology to accelerate maritime operations
How Veson transforms complex data into actionable supply chain intelligence.
Using AI to speed up demurrage claims assessment by 300%
Why AI augments rather than replaces human expertise in shipping.
Leadership advice for non-traditional career paths

Killer Quote: "Don't sand down the edges of who you are because then you're not being your optimal self and you can direct your optimal self to do just about anything." - Per Ostman
00:00 Classics Major's Unique Tech Perspective

06:57 Veson Nautical's Integrated Maritime Solutions

09:09 Navigating Complex Shipping Data

12:51 Data Integration Challenges

18:36 AI Streamlines Claims Demurrage Process

23:20 AI Enhancing Claims Analyst Roles

25:35 "Tech Solutions: Communication & Collaboration"

29:31 Leadership Advice for Chemical Industry Entrants

30:54 Embrace Uniqueness, Pursue Passions

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29 min
August 05, 20252026 Strategy Starts Now: Economic Forecasts for Chemical Executives - Ep. 227
With business leaders facing volatile headlines and uncertainty heading into 2026, understanding the real economic signals has never mattered more. Principal Economists Jeremy Bess and Patrick Luce of Stantec join host Victoria Meyer to break down the trends shaping the chemical industry, from the current state of macroeconomic headwinds and tailwinds to the impact of policy moves, interest rates, and global demand. Together, they discuss how companies can separate data from sentiment, apply scenario planning, and stress-test their outlooks in a dynamic marketplace.
Victoria, Jeremy, and Patrick explore the hard financial data leaders should be monitoring—ranging from bookings, backlogs, and billings to corporate profitability and the health of the consumer. They highlight how strategic pricing, scenario analysis, and a keen eye on the bond market can help chemical leaders build resilient plans for 2026 and beyond. The episode wraps with practical leadership advice for navigating unpredictability and maintaining confidence during uncertain times.

Victoria, Jeremy, and Patrick discuss the following:
2025–2026 Chemical Outlook: Modest growth expected and key market signals for decision-makers.
Strategic planning approaches for uncertain economic conditions and scenario testing.
How tariffs, taxes, and regulations in major markets impact chemicals.
Data Over Hype: Focus on financial metrics (bookings, backlogs, billings) vs. market sentiment.
Leading Through Uncertainty: Practical strategies for confident leadership during volatile times.

Killer Quote: "The US economy is an aircraft carrier. It does not turn on a dime. So all these signals have been manifesting throughout the course of this year suggesting modest, mild growth for 2025. And what Jeremy and I have been telling our clients to plan for is additional modest mild growth in 2026." — Patrick Luce
00:00 Chemical Summit 2025 Preview

05:08 "Planning with a Macroeconomic Focus"

10:15 "Business Growth Analysis Essentials"

13:10 2026 Economic Outlook Challenges

17:30 Plan for Contingencies, Stress Test

21:07 Rising Interest Payments: Global Impact

25:06 Strategic Pricing Amid Inflation Challenges

28:03 Focus on Hard Financial Data

31:28 Consumer Resilience Amid Economic Changes

33:02 Chemical Market's Post-Peak Adjustments

37:23 Bond Market's Impact on Mortgages

39:09 "Confidence in Informed Decisions"

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42 min