Tariffs are shaking up the global chemical industry this year, creating uncertainty and shifting longstanding trade routes in unexpected ways. Victoria Meyer is joined by Joseph Chang and Al Greenwood of ICIS Chemical Business to break down the latest round of tariffs, including the dramatic 145% rate on Chinese imports and the sweeping, if temporary, 10% baseline affecting nearly every other country. They analyze how chemical markets from the US to Europe and Asia are being impacted, exploring falling product prices, disrupted supply chains, and the broader economic pressures facing manufacturers and end users alike.

With insights into policy-driven chaos, shifting sourcing strategies, and the growing ripple effects on sectors like housing and automotive, this episode highlights why strategic scenario planning, supply chain transparency, and adaptability are more critical than ever for chemical leaders.

Get ready for an in-depth look at these topics this week:

• Exploring the 2025 tariff policies and how they are reshaping chemical trade flows
• The economic ripple effects of the tariff policies
• Supply chain resilience and why chemical companies must map their entire supply chains
• Energy market dynamics: what is benefitting US chemical producers and what are the challenges
• Strategic planning in uncertainty and navigating the 90-day tariff pause

Killer Quote: "Look at your supply chains. Which products are you getting from Vietnam? Which products are you getting from lower tariff countries? And see where is the most advantageous supplier with the tariffs, and also look at product substitution... You have to be cognizant, not just of your supplies, but also your products. Which products could be affected by influx of displaced shipments?" - Al Greenwood

Subscribe to The Chemical Show on YouTube

***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

Sponsored by:
Canadian Petrochemical Summit: https://www.cdnpetrochemcialsummit.ca
Join chemical industry leaders, innovators, and experts at the Canadian Petrochemical Summit—the premier event for advancing the future of Canada's petrochemical sector. Set in the Canadian Rocky Mountains from June 17-19 this event will help you stay ahead of the curve. See you in the Rockies.

What happens when scientific curiosity collides with entrepreneurial spirit? Dr. Charlie Landis shares his journey from studying geochemistry to becoming the Chief Technology Officer at Integrity Biochem. With over 35 years of experience in the industry, Charlie elaborates on how his unique ability to connect disparate datasets has driven innovations in oilfield chemicals and beyond. This conversation reveals the process behind developing IBC’s first-of-its-kind encapsulation technology, which enhances hydrocarbon production by mitigating reservoir clogging with a unique polymer chemistry.

Host Victoria Meyer and Charlie discuss Integrity Biochem's strategic expansion into biosurfactants, an area sparked by an emergent young scientist during the COVID-19 pandemic. With insights into navigating new markets and valuing scientific innovation, Charlie reflects on the 'unseen challenge' of combining commercialization with scientific inquiry. Their discussion unfolds essential advice for young professionals, emphasizing passion, informed decision-making, and readiness to leap on new opportunities. Tune in to discover how Integrity Biochem continues to set a benchmark in chemical sustainability and innovation.

This week, we explore these topics in detail:

• The journey from scientific curiosity to commercial innovation and what it requires.
• The demands for building a successful startup in the chemical industry.
• Decisive leadership during uncertainty and balancing long-term vision with immediate challenges.
• What it takes to transition from familiar markets to entirely new ones.
• Scientific career success: reliable expertise, passionate dedication, and informed decision-making.

Subscribe to The Chemical Show on YouTube

***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

Sponsored by:
Canadian Petrochemical Summit: https://www.cdnpetrochemcialsummit.ca
Join chemical industry leaders, innovators, and experts at the Canadian Petrochemical Summit—the premier event for advancing the future of Canada's petrochemical sector. Set in the Canadian Rocky Mountains from June 17-19 this event will help you stay ahead of the curve. See you in the Rockies.

As the world faces one of the longest chemical downcycles and a shifting global dynamic, Kendall Justiniano, founder and managing director of GrowthArc Advisors, offers a compelling perspective on how companies in the chemical industry can navigate the challenges of sustainability and innovation in today's economic climate. Justin and The Chemical Show host Victoria Meyer discuss the importance of reassessing portfolios based on fundamentals.

With a wealth of experience across various industry sectors, Kendall shares insights on tapping into untapped growth opportunities through strategic transformation, while maintaining a keen focus on the fundamentals of business growth. Victoria and Kendall discuss the evolving landscape of sustainability, exploring how companies can align their strategies with economic realities without compromising on long-term goals. They also highlight the need for chemical companies to bolster their core capabilities in market-driven innovation and commercial excellence, drawing parallels from lessons learned in the tech sector.

Get ready to explore these topics in depth this week:

• Chemical industry's current downcycle
• Sustainability in a cost-constrained environment
• Economic context and challenges in chemicals
• China's structural economic issues
• Risk assessment and portfolio management

Subscribe to The Chemical Show on YouTube

***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

Sponsored by:
Canadian Petrochemical Summit: https://www.cdnpetrochemcialsummit.ca
Join chemical industry leaders, innovators, and experts at the Canadian Petrochemical Summit—the premier event for advancing the future of Canada's petrochemical sector. Set in the Canadian Rocky Mountains from June 17-19 this event will help you stay ahead of the curve. See you in the Rockies.