The Chemical Show: Where Leaders Talk Business

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Geopolitics, energy volatility, and persistent oversupply are reshaping the global chemical industry as 2025 draws to a close. Victoria Meyer sits down with Kurt Barrow and Andrew Neale from S&P Global to address the forces driving today’s market dynamics, the impact of government policies, and the shifting landscape heading into 2026. They break down how new sanctions, tariffs, and energy transition policies are influencing everything from oil prices and supply chains to chemical production strategies worldwide.

Related episode: Strait of Hormuz Crisis - How Supply Chains Are Affected Globally - Ep 257

The episode explores regional strengths and vulnerabilities, with North America, the Middle East, and China taking leading roles amid rationalization and capacity closures in Europe and South Korea. Kurt Barrow and Andrew Neale share insights on how chemical producers are responding to cost shifts, supply chain resets, and evolving consumer demand. The conversation also previewed the upcoming World Petrochemical Conference and CERAWeek, emphasizing the need for industry leaders to stay agile in response to accelerated change, emerging technologies, and global market imbalances. 
 
Victoria, Kurt, and Andrew discuss the following this week: 
  •  Why government action, oversupply, and shifting demand are redefining 2025 in the chemical markets.
  •  How new sanctions, oil movements, and policy shifts impact feedstocks and chemical production.
  •  Real-world examples of how canal disruptions, freight rate swings, and tariffs are reshaping global sourcing.
  •  Regional winners and losers as energy prices, assets, and investments shift across Europe, China, and the US.
  •  Key strategies for chemical leaders navigating consolidation, energy transition, and market shifts ahead.
 
 
Killer Quote:  "We’ve gone from that globalization to regionalization—that almost helps some of your high cost players very short term...that’s a very near term. How long that lasts if we have another round of tariff movements—European, and we will, but European, I don’t know what it is, but we will in Q2."  —Andrew Neale 

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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 The Chemical Show: Where Leaders Talk Business?

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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