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

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.

Bonus episode: WPC gets underway in volatile world

In a special episode in advance of the 2026 World Petrochemical Conference (WPC), Chemical Week editor-in-chief Ian Young, senior editor Mark Thomas, and S&P Global Platts senior price reporter Daniela Morales join the show for a discussion of key themes and what to look out for at this year's WPC. The war in the Middle East, supply chain and tariff issues, the evolution of the industry in Asia Pacific, and the changing nature of energy transition take center stage as industry leaders prepare to gather in Houston. Hear more on key issues in the petrochemical sector at the World Petrochemical Conference (WPC 2026), taking place at Houston, TX, March 23–27, 2026. The event will bring together industry leaders and market experts to assess market shifts, margin pressures and strategic responses across global petrochemicals. For more information and to register, visit wpc.spglobal.com/en [https://wpc.spglobal.com/en] or contact wpc@spglobal.com.

What is the outlook for recycled PET in 2026?

Alasdair Carmichael and Lauren Laibach of the National Association for PET Container Resources (NAPCOR) join S&P Global research head Olivier Maronneaud and podcast host Vincent Valk for a discussion of the outlook for recycled PET in 2026. Key topics include the findings of NAPCOR's latest report on the state of the PET recycling sector and global challenges related regulatory differences, trade tensions, and weak supply-demand dynamics. Hear more on key issues in the plastics recycling and polymer sectors at the World Petrochemical Conference (WPC 2026), taking place at Houston, TX, March 23–27, 2026. The event will bring together industry leaders and market experts to assess market shifts, margin pressures and strategic responses across global petrochemicals. For more information and to register, visit wpc.spglobal.com/en [https://wpc.spglobal.com/en] or contact wpc@spglobal.com. This episode was recorded before the current war in the Middle East broke out.