What are companies saying about the impact of the Iran conflict?

What are companies saying about the impact of the Iran conflict?

Chemical Week editor-in-chief Mark Thomas, senior editor Vincent Valk and S&P Global Energy senior price reporter Mujidah Yahaya join host Jameson Croteau for a discussion of first-quarter results season, with a particular focus on the impact of the Iran conflict. The renewed importance of supply security, potential impact on the outlook, and how long disruptions may last are key topics. The panelists also discuss inflation impacts and some rare pockets of growth for the industry.

How has the industry evolved over the past four decades?

In his farewell as editor-in-chief, Chemical Week's Ian Young sits down with Vincent Valk to reflect on his 36-year career covering the chemical industry. He highlights the industry's most significant transformations, including the rise of digitalization and artificial intelligence, as well as China's rapid development from a dependent partner in joint ventures to a dominant global powerhouse across various chemical segments. Despite current regulatory and economic hurdles, Young remains optimistic about the sector's resilience and its vital role in driving sustainability and societal progress. The Chemical Week podcast is the industry's premier platform for wide-ranging discussion of issues impacting the global chemicals sector, hosted by the editors of Chemical Week and S&P Global Commodity Insights. Subscribe to the Chemical Week podcast on your favorite platform, or visit chemweek.com/podcast to view our episode archive.

Securing supply in a turbulent environment

Nick Powell, CEO of Ingredients & Specialties from Univar Solutions, joins the podcast for a discussion about supply security and the state of the chemical distribution industry. Topics include the supply chain aftereffects of the war in the Middle East, the chemical end markets supporting growth in a low demand environment, and how AI use and careful M&A strategy can propel growth for distributors in 2026 and beyond.

Commercial uses (and misuses) of AI in the chemicals sector

Jay Bhatia, founder and CEO of Agilis, an AI-enabled software provider for chemicals, joins the podcast to discuss the development of outward-facing AI tools in the industry. Key topics include the importance of master data management, why context is critical for building accurate AI tools, and what the industry's customer base is looking for from AI.

Dow's Fitterling and ACC's Jahn on the state of the industry

In two live interviews from the 2026 World Petrochemical Conference, Dow CEO Jim Fitterling and American Chemistry Council CEO Chris Jahn discuss the state of the industry in a moment of heightened volatility. Fitterling discusses the potential impact of the Middle East war, gives an update on the Dow's Alberta net-zero cracker, and talks about the prospects for Europe's competitiveness. Jahn highlights ACC's policy and regulatory priorities, and the ongoing uncertainty around global trade.