Chemical Show: Business, Leadership, Supply Chain, Talent, AI, Trends - Conversations and more

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Victoria Meyer breaks down second quarter 2026 earnings results from across the chemical industry, pulling out the trends, strategies, and market shifts that matter to business leaders. With Q2 numbers in and disruption still echoing from the ongoing war in Iran, many companies saw stronger results. 

Victoria cuts through the headlines to clarify what’s really happening beneath the surface: better results are mostly price-driven, not volume-led, signaling that supply disruptions and strategic positioning are behind the recent boost. She highlights the critical role of location, sustained portfolio reshaping, and why transformation efforts will continue as demand fundamentals hold steady. 


Key discussion areas this week: 
  • Earnings Snapshots: How Dow’s rapid price increases and BASF’s portfolio moves helped deliver strong quarters. 
  • War in Iran & Industry Impact: Concrete effects on supply chains, feedstock availability, and why regional advantages are more crucial than ever. 
  • Geographical Advantage: How US-based and European manufacturers leveraged disruption, and why location remains a primary driver of competitive edge. 
  • Portfolio Restructuring: Ongoing business reshaping at the executive level, including recent M&A and divestitures from BASF, Dow, IMCD, Brenntag, and Univar. 
  • Value Migration: Shifts towards differentiated products and growth sectors such as electronics, healthcare, personal care, and data center support. 
  • Leadership Discipline: What CEOs are saying (and not saying) about capital allocation, resilience, and sticking to fundamentals as Q3 and Q4 approach. 

Killer Quote: "Competitive advantage isn't coming from one place. It's coming from a combination of execution, portfolio choices, customer focus, and the ability to adapt faster than the market around you." - Victoria Meyer 


Other links: 
Mid-Year Earnings Reset: Access the episode and workbook referenced by Victoria for practical strategic planning. 
In-Depth Analysis: Listen to the recent episode with John Richardson on supply-demand fundamentals and China’s impact. 

Creators and Guests

Host
Victoria King Meyer
Founder & Host of The Chemical Show + The Chemical Summit; Victoria brings 25+ years industry leadership experience including Shell and Clariant and a Victoria brings a practical, business-focused perspective to conversations about leadership, strategy, innovation, and the forces shaping the future of the chemical industry.to

What is Chemical Show: Business, Leadership, Supply Chain, Talent, AI, Trends - Conversations and more?

Looking to lead, grow, and stay ahead in the global chemical industry?

The Chemical Show is the #1 business podcast for the chemical industry, bringing you leadership insights, business strategies, industry trends, and real-world lessons from the executives shaping the business of chemicals.

Each week, host Victoria King Meyer sits down with leaders from across the chemical industry, from Fortune 50 companies to mid-sized businesses and innovative startups. You’ll hear how they’re navigating today’s challenges and opportunities, the experiences that shaped their leadership, and the insights you can apply to your own business and career.

Conversations explore the issues that matter to chemical industry leaders, including:

• Business strategy and growth
• Leadership and talent
• Innovation and technology
• AI and digital transformation
• Supply chain and operational resilience
• Markets, customers, and industry trends

Victoria brings more than 25 years of chemical industry experience from companies including Shell, LyondellBasell, and Clariant. Today, she is an executive advisor and coach, founder of The Chemical Summit, and host of The Chemical Show.

Whether you’re an executive, business leader, or rising leader in chemicals and materials, The Chemical Show helps you stay informed, think differently, and lead with greater impact.

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