Global oversupply, uncertain demand, and tough cost structures are reshaping the chemical industry, leaving many companies facing unprecedented challenges. John Stekla, Director at Parin Resources, joins host Victoria Meyer for a frank conversation about the realities facing chemical producers, traders, and buyers as the industry moves into 2026. They examine the drivers of margin compression, how U.S. and global players are making difficult operational choices, and why even the industry’s cost advantages aren't a guaranteed ticket to success.

Victoria and John also discuss shifting strategies among buyers and sellers, the implications of recent structural changes and plant closures, and how companies are preparing for what could be several more years of pressured results. Despite the near-term headwinds, John underscores the long-term value of the U.S. cost position and the cycles that have always defined chemical markets, sharing practical insights for leaders seeking to navigate uncertainty and position their businesses for the future.

Additional Links:

Conversations On The Propylene And Olefin Market With John Stekla

The State Of The Petrochemical Industry Post Hurricane Ida With John Stekla

Victoria examines the following topics:

• Global chemicals face excess supply, flat demand, and rising competition.
• Companies are focusing on efficiency and cost-cutting to survive shrinking margins.
• The industry is restructuring with asset shutdowns and tough make-or-buy decisions.
• U.S. cost advantage persists, but fuels new competition as exports rise.
• Lessons from past cycles highlight the need for readiness and adaptability.

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Leaders who finish strong in December are the ones who start January ahead—both in focus and momentum. Victoria Meyer offers a practical 15-minute leadership reset for chemical industry professionals looking to close out 2025 with intention while laying the groundwork for a high-impact 2026. With just three weeks left in the business year, Victoria shares four core actions: resetting priorities, bringing clarity and alignment to the team, strengthening key relationships, and setting personal leadership goals for the year ahead.

These steps go beyond simply completing tasks—they help leaders cut through year-end noise, avoid the common January “catch-up,” and step into the new year with clear purpose. Victoria draws from real-world executive coaching experiences, offering actionable questions and strategies for business professionals ready to boost their impact. Tune in to get a concise blueprint for finishing 2025 strong and building strategic momentum for 2026.

Victoria examines the following topics:

• How to use December’s final weeks to build momentum for a powerful start in January.
• Why intentional year-end decisions matter more than just task completion for lasting success in 2026.
• Four essential actions for chemical industry leaders to maximize impact and reset focus before year’s end.
• The importance of strengthening one key connection now to unlock new opportunities in the coming year.
• Personalize 2026: Set leadership goals for yourself to lead with clarity and purpose in the new year.

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What’s the one thing you should always bring to Thanksgiving dinner? According to host Victoria Meyer, it’s a great conversation starter—especially about topics that matter in the chemical industry today. From questions about the future of plastics and the impact of AI to navigating a challenging job market and redefining leadership, Victoria lays out five key talking points to help spark smart, relevant discussions around the holiday table.

Victoria explores the uneven state of the economy, the rapid adoption of AI, the real story behind plastics and sustainability, how leaders are recalibrating during times of transition, and why talent and skills gaps are shaping the future of the industry. Her practical insights deliver both context and clarity for professionals facing today’s market challenges—making this episode a timely resource for both your Thanksgiving conversations and your business strategy.

Victoria explores the following topics:

• 1. Why the economy feels uneven and how chemicals give you unique insight.
• 2. How AI is already shaping your world—at work and at home.
• 3. What to say when tough plastics or sustainability questions arise.
• 4. How resilient leaders focus and adapt during rapid business shifts.
• 5. Why the biggest risk—and opportunity—is the people powering the chemical industry.

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