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

As the industry wraps up Q3 2026 earnings season, Victoria Meyer unpacks the business realities behind the numbers and explores how supply disruptions, pricing pressures, geopolitical turbulence, and portfolio decisions are shaping the path ahead. 

She connects the dots between the ongoing impacts of the war in Iran, regional differences, China’s shifting role, and the tangible actions companies are taking to adjust their business models. Victoria highlights not just what’s happening, but why it matters for industry leaders focused on growth, resilience, and strategic positioning going into 2027. 

Topics Covered in This Episode: 

Leticia Gonçalves, President of Health and Biosciences at IFF, joins Victoria Meyer to share her journey from her early days as a chemical engineer in Brazil to leading global businesses at Monsanto, Bayer, ADM, and now IFF. The conversation focused on biosciences as a growth engine for IFF and the broader chemical industry, tackling complex challenges, and the importance of turning science into scalable, commercial solutions. 

Leticia discusses portfolio transformation at IFF, the shift toward health and biosciences, and the essential role of ecosystem partnerships. She offers practical insights on making tough strategic choices, driving in...

From the Chemical Summit: three female CEOs share leadership lessons on strategy, adapting to market change, and building a culture of success in the chemical industry. Host Victoria King Meyer leads the CEO panel discussion with actionable takeaways for executives and rising leaders — practical leadership moves, adaptation tactics, and culture-building examples you can apply today. Listen for insights tailored to chemical industry leaders and business strategists.

With: Victoria Meyer, Christian MacIver (Pilot Chemical), Jenn Klein (SOCMA), and Mara Gliozzi (McGean)

This episode dives into how chemical industry leaders are responding to uncertainty, evolving customer expectations, an...

Host Victoria King Meyer speaks with Pete Corle, Chief Commercial Officer at Solstice, on building customer-focused commercial strategy, resilient company culture, and applying agile planning to accelerate execution. Practical leadership insights for chemical-industry executives and commercial teams. Tactics you can apply to align teams, increase customer value, and speed decision-making.

Includes: Victoria Meyer, Pete Corle, Chief Commercial Officer at Solstice Advanced Materials

Recorded live at the Chemical Summit, this fireside chat explores what it takes to set a new direction for a legacy chemical business while driving real alignment and impact. 

Pete shares l...

Cybersecurity, digitization, and talent took center stage on Day 2 of The Chemical Summit. Victoria Meyer recaps the most urgent issues shaping the industry, from treating cybersecurity like process safety, to harnessing AI for business value, to redefining leadership development. Hear from leaders including Bill Clark, Shelly Linkerhoff, and more. 

This episode breaks down key takeaways for leaders looking to strengthen their organization’s resilience, unlock new business value, and build a thriving workforce. 

Victoria covers: 

Fresh from the 2026 Chemical Summit, Victoria Meyer recaps a dynamic day of leadership conversations and industry insights. Day 1 focused on executing advantage in today’s marketplace through AI, customer intimacy, and commercial value. Hear takeaways from trailblazers including Michael Lefenfeld, Pete Corle, an all-women CEO panel featuring Mara Gliozzi, Christian MacIver, and Jen Klein, and more. 

The show also includes a major announcement—the launch of “The Business of CASE” podcast, hosted by Crystal Morrison. 

Victoria and industry leaders explore these 4 themes: 

Jan Kalfus, Head of Americas Chemical Advisory at S&P Global Energy, joins Victoria Meyer for a fast-paced exploration of how AI and data center growth are reshaping the chemical industry. Starting with Jan’s personal journey, the conversation connects industry fundamentals with today’s high stakes shifts in AI, digital infrastructure, and supply chains. 

They dig into why demand from data centers is spurring real, but nuanced, changes on both the commodity and specialty sides, why much of the action (and opportunity) in specialized materials is still outside the US, and how regulatory constraints and value...

Victoria Meyer returns solo to examine a pivotal question for chemical industry leaders: Does bigger still mean better when it comes to company and asset scale? With restructuring, capacity additions, persistent margin pressure, and changing global dynamics reshaping the industry, Victoria challenges longstanding assumptions about economies of scale and explores whether "economies of fit" are more relevant for the industry’s future. 

She draws on recent trends in prices, asset closures, geographic investment shifts, and customer preference changes to invite business leaders to reconsider how advantage is created and what to prioritize as you position for the...

New executive orders and tougher enforcement are raising the stakes for trade compliance in the chemical industry. Victoria Meyer sits down with Noushin Shamsili, CEO of NUCO Logistics, to clarify what leaders need to know about customs, importer responsibilities, and real-time compliance demands. 

They outline how assigning ownership of trade compliance, strengthening internal processes, and leveraging systems like CAPE for tariff refunds can protect your business. This episode highlights the true risks of non-compliance and offers practical guidance for leaders navigating the shifting landscape of global supply chains. 

Victoria and No...

Industry headlines are driving strategic shifts in the chemical sector, and Victoria Meyer gives her candid perspective on what these major moves really mean for industry leaders and decision makers. This episode puts a spotlight on recent deals and boardroom decisions involving Shell, Olin, Huntsman, Solstice Advanced Materials, and H.B. Fuller. 

From Shell’s planned chemical asset sale to the Olin-Huntsman merger of equals, Victoria unpacks key questions: Is this a broader trend or company-specific? How does M&A activity impact value chains, partner relationships, and competitive dynamics? What does it signal about the future sha...

Chief Economist Martha Moore of the American Chemistry Council joins Victoria Meyer to unpack the latest economic realities and policy challenges shaping the chemical industry. Martha shares insight from ACC’s member surveys, discusses key drivers behind current market trends, and covers what’s keeping executives awake at night—from rising raw material costs to global trade uncertainty. 

This episode also covers the strategic importance of US manufacturing, the impact of legislation like TSCA, and how the industry is positioning for growth and innovation amid a shifting global landscape. Martha offers data-driven perspectives relevant to leaders needing...

This episode of The Chemical Show features Farid Tahvildari, Managing Director of NUCO Logistics. Returning to the podcast, Farid provides a straightforward analysis of the ongoing Strait of Hormuz and Red Sea crises and their far-reaching impacts on global shipping, freight costs, and chemical supply chains. He explains how even those not directly trading through these regions are affected by disruptions in marine traffic, rising insurance costs, and energy price volatility. 

Victoria and Farid examine how the industry has adapted to persistent instability, from the emergence of new shipping routes around Africa due to Suez Canal c...

Facing increasing demands, complex organizational shifts, and economic uncertainty, many leaders in the chemical industry are under more pressure than ever. In this episode of The Chemical Show, Victoria Meyer explores emerging patterns in executive and senior leadership she's noticed from her conversations with industry leaders, coaching, and real-world experience. 

Victoria explains the three key patterns she’s seeing in organizations today and shares a “leadership operating reset” framework with three practical pillars to relieve stress and refocus on what matters. You’ll hear how to shift from doing it all to enabling others, set clear bou...

Victoria Meyer breaks down second quarter 2026 earnings results from across the chemical industry, pulling out the trends, strategies, and market shifts that matter to business leaders. With Q2 numbers in and disruption still echoing from the ongoing war in Iran, many companies saw stronger results. 

Victoria cuts through the headlines to clarify what’s really happening beneath the surface: better results are mostly price-driven, not volume-led, signaling that supply disruptions and strategic positioning are behind the recent boost. She highlights the critical role of location, sustained portfolio reshaping, and why transformation efforts will continue as demand fun...

Navigating growth, leadership, and innovation in polyurethanes, Robert (Bob) Tauchen, VP of Polyurethanes at the Coim Group, joins Victoria Meyer for an expert look at how the industry is adapting to shifting markets and new technologies. Bob explains Coim’s global strategy as a family-owned Italian company investing deeply in the US, first in New Jersey, and now expanding to Texas to address the evolving needs of North American customers. 

Victoria and Bob discuss the realities of growth expectations post-COVID, why long-term vision is essential in the chemical industry, and how relationships, trust, and reliability drive suc...

On this episode of The Chemical Show, Geoff Smith, partner at Mercer, joins Victoria Meyer to unpack what’s really changing in the chemical industry’s talent landscape. Drawing on Mercer’s recent Global Talent Trends Survey, Geoff explains why employee thriving is down, especially among managers, and what leaders can do to support and engage their people in a fast-changing, tech-enabled world. 

Victoria and Geoff discuss the impact of AI and rapid change on jobs, the shift toward flatter organizational structures, and how career progression is evolving. They offer actionable advice for leaders and professionals: communi...

AI is fundamentally changing the game for maritime shipping and supply chain management, especially when global disruptions and unstructured data make traditional approaches less effective. Victoria Meyer sits down with Josh Luby, Director of Product Management at Veson Nautical, to discuss how artificial intelligence, through tools like Veson’s Co Captain, is helping companies move from reactive problem-solving to proactive decision-making. Josh sheds light on the complexity of chemical shipping, the challenges of harmonizing communications, and how Veson’s AI leverages decades of domain knowledge to tackle real-world business needs. 

Their conversation explores the impact of ge...

With the 2026 Chemical Summit on the horizon and Michael Lefenfeld set as the keynote speaker, this timely re-release spotlights his leadership at Hexion as the company moves beyond traditional chemicals into technology-enabled solutions. Victoria Meyer and Michael dig into the pressures facing the industry, from increasing customer demands and global competition to the need for digital transformation and resilient supply chains. 

Their conversation covers Hexion’s approach to innovation through AI-powered systems, the shift to customer partnerships, and talent strategies for a rapidly changing workforce. For business leaders anticipating the themes of the upcoming Chemical Summit, thi...

Download the Executive Discussion Guide: https://www.thechemicalshow.com/midyear 

How do you reset your business and leadership strategy when the world refuses to stick to the plan? Victoria King Meyer brings a midyear perspective on the dramatic changes shaping the chemical industry in 2026, ranging from supply chain disruptions caused by geopolitical tensions to the accelerating implementation of AI and ongoing restructuring across global markets. 

Victoria shares a blueprint for turning uncertainty into opportunity as she breaks down three essential resets for both organizations and individual leaders. She highlights the importance of reassessing assumptions, re...

John Richardson, Director of Market Insights at ICIS, joins host Victoria Meyer to unpack the turbulence of 2026 in the global chemical markets. John shares perspectives on how the Middle East conflict rapidly shifted the market from chronic oversupply to acute undersupply, sending shockwaves through supply chains. The conversation highlights China’s evolving strategy, moving from a net importer to a net exporter of key petrochemicals, alongside the roles of stockpiling, export push, and moving down the cost curve. 

Victoria and John discuss the growing divide between Asian producers, with Chinese assets better positioned than those in Northeast Asi...

Restructuring, mergers, and a fundamental reevaluation of competitive advantage are reshaping the chemical industry at a rapid pace. Host Victoria Meyer reviews recent headline-making events, from Evonik's major portfolio changes and Huntsman and Olin’s proposed merger to Trinseo’s bankruptcy and Syensqo’s portfolio review. 

Victoria explores what it means for companies to build sustainable value and rethink where true advantage lies. The episode frames the upcoming Chemical Summit’s theme, “Reshaping Advantage,” and urges listeners to consider whether their current strategies and business models will be enough for the future. 

Key topics in this...

What truly sets apart companies succeeding with AI from those still stuck in pilot mode? Host Victoria Meyer unpacks the five critical capabilities every organization needs to translate AI experimentation into measurable business value. Drawing on industry research and real-world conversations with chemical leaders, Victoria highlights why enterprise AI success depends less on technology and more on organizational approach. 

Victoria outlines how strong governance, connected data systems, organizational context, leadership, and a sharp focus on value creation are the real game changers. She shares practical examples, including a mid-sized chemical distributor reshaping its business by integrating A...

On this episode of The Chemical Show, Victoria Meyer talks with Kendall Justiniano, Managing Director of Growth Arc Advisors, about the state of AI in the chemical industry. Kendall argues that the “exploratory phase” is over, and the focus must now shift to achieving real business value. They discuss why many companies remain stuck in experimentation mode and what it takes to move beyond isolated pilots to deliver ROI. 

The conversation covers key ingredients for effective AI use: governance, connected systems, and building internal expertise. Victoria and Kendall explore practical barriers like security and data silos, outline where...

Fresh from NYSCC Suppliers' Day, host Victoria Meyer shares key updates on the changes shaping personal care. This episode covers top takeaways for chemical suppliers, manufacturers, and value chain partners—featuring on-the-floor conversations with Neslihan Utkan of Croda and Syensqo’s Jennifer Zientek and Tom Brophy. 

Victoria highlights how companies are responding to demands for better performance, more sustainable products, and resilient supply chains. Insights from Neslihan, Jennifer, and Tom show where the industry is headed: multifunctionality, sensory impact, local sourcing, and the rising influence of global innovation. The episode also covers regulatory breakthroughs, such as approval of th...

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 v...

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...

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.

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Ready to reshape your advantage in the chemical...

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...

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 fut...

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 pra...

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 257

The episode explores re...

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. 

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Top Risk T...

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 ong...

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 navi...

Record attendance, industry transformation, and the push for science-backed clarity are setting the tone for the American Cleaning Institute’s centennial year. Jennifer Abril, ACI’s new leader, joins host Victoria Meyer to share how the organization is meeting member demands for authoritative guidance and consumer trust amidst regulatory pressures and rapid industry change. 

Jennifer provides a behind-the-scenes look at the priorities for 2026; getting new chemistries to market, modernizing regulatory processes like TSCA, and redefining ACI’s “North Star” for the future. The conversation highlights the importance of innovation, policy modernization, and strategic leadership as ACI celebrates...

Uncertainty is fading and M&A activity is heating up in the chemicals and materials industry for 2026. Host Victoria King Meyer speaks with Jon Glapa of Grace Matthews about why the year ahead is shaping up to be strong for dealmaking. They discuss how greater strategic clarity, market stability, and disciplined capital deployment are spurring renewed confidence among buyers and sellers. 

Victoria and Jon explore the contrasting approaches of private equity and strategic buyers; the pitfalls mid-market companies face in M&A preparation, and actionable leadership advice for chemical executives. The conversation centers on the need f...

The dramatic rise of AI, shifting geopolitics, and industry overcapacity are putting energy and chemicals at a crossroads. Victoria Meyer sits down with Steve Lewandowski and Adrian Calcaneo of Chemical Market Analytics to unpack how these forces are driving volatility and change across global markets. From increased US exports of natural gas liquids to oversupplied chemical sectors and the challenges facing Europe and Asia, the discussion lays out the most immediate pressures—and potential responses—for the industry. 

The episode features a candid look at rationalization needs, the evolving role of integrated oil and chemical businesses, and h...

Science continues to shape the cleaning products industry, but trust and pragmatism are driving real decisions. Host Victoria King Meyer reports back from the American Cleaning Institute’s 100th annual conference, highlighting five essential themes impacting chemical and cleaning product businesses. 

From scalable sustainable solutions and the power of consumer-driven labeling to the need for clearer regulatory pathways, industry leaders are focused on connecting chemistry and biology to practical needs. These insights provide a smart look at how cleaning product companies are balancing innovation, consumer expectations, and regulatory hurdles as they work to grow and adapt in...

From investment banking to the CEO seat at LSB Industries, Mark Behrman joins Victoria Meyer to discuss strategic transformation, market dynamics, and leadership in the chemical industry. Hear how LSB evolved from a traditional industrial conglomerate to a leading North American ammonia and nitric acid producer through operational integration, a focus on people, and strong customer partnerships. 

They also cover how LSB is approaching digitalization, AI, and sustainability—with a spotlight on their upcoming carbon capture project in Arkansas. Mark shares practical leadership lessons for both seasoned executives and industry newcomers, emphasizing curiosity, culture, and long-term vision. 

Global volatility, trade shifts, and new government policies are reshaping the chemical industry for 2026. Industry leaders Olivier Maronneaud and Pooja Jain from S&P Global join host Victoria Meyer to share S&P’s economic outlook and discuss supply-driven cycles, plant closures, and rising government intervention. They explore how North America, Europe, and Asia are responding to persistent oversupply and evolving plastics and methanol markets, with a look at where future investments may land after today’s capacity wave. 

The episode covers the urgent need for flexibility—addressing tariffs, changing trade patterns, rationalization, and the ongoing race for sca...