{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Chemical Show: Leadership Conversations on Strategy, Supply Chain, Innovation, Talent and Trends","title":"How Energy and Geopolitics Influence Chemical Industry in 2026 with S&P Global - Ep. 250","html":"","width":"100%","height":180,"duration":2417,"description":"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. \nThe episode covers the urgent need for flexibility—addressing tariffs, changing trade patterns, rationalization, and the ongoing race for scale. The speakers also weigh in on the slowdown in sustainability efforts, regional risks and opportunities, and key market indicators for 2026. Essential listening for chemical leaders navigating strategy, investment, and fast-moving policy changes. \n \nVictoria, Olivier, and Pooja explore the following topics: \n2026 Outlook: S&P Global's view on global economic impact to chemicals \nHow producers are responding to oversupply \nTariffs and new policies are redrawing global chemical trade routes. \nHow chemical investment strategies are changing \nCurrent state of circularity and sustainability \n \nKiller Quote: \"This investment wave has a center point in China. It's originating from China. But what happens in China doesn't stay in China. It kind of disrupts everywhere.” -Pooja Jain \n \nSubscribe to The Chemical Show on YouTube \n \n***Don’t miss an episode: Subscribe to The Chemical Show on your favorite podcast player.\n***Like what you hear? Leave a rating and review.\n***Want more insights? Sign up for our email list at https://www.thechemicalshow.com","thumbnail_url":"https://img.transistorcdn.com/rIWBq6x3GKwCrdS9ibBekoi3MKKGzbqaa2KvU21DRho/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9mMjMz/ZTBmOTVlZWIyODA1/NDYwMDFhMTAzMzU5/OGEzNy5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}