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Chemical Week

Chemical Week
Petrochemicals
China
Specialty Chemicals
Sustainability
Chemical Industry
Artificial Intelligence
Tariffs
Europe
Circular Economy
Energy Transition
Interest Rates
S&P Global Commodity Insights
De-Stocking
Petrochemical Production
Chemical Recycling
Supply Chains
Sustainable Chemistry
Biofuels Industry
Renewable Feedstocks
Recycled Polymers

The Chemical Week Podcast brings you authoritative insights from industry leaders and S&P Global Energy experts on the issues shaping the global chemical industry – covering petrochemicals, specialty chemicals, sustainability, innovation, market trends, supply chains, and policy and regulatory developments.

PublishesTwice monthlyEpisodes174Founded10 years ago
Number of ListenersCategory
Business

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Artwork for Chemical Week

Latest Episodes

AlkaLi Labs co-founder and CEO, Luis Valencia, and BioMade program director/technology, David Nathan, and program manager, Jonathan Valdez, sit down with Chemical Week specialties editor Sotirios Frantzanas to discuss biomanufacturing developments, i... more

Chemical Week editors Vincent Valk and Sotirios Frantzanas and S&P Global Energy price reporter Nayana Khosla join host Jameson Croteau for a discussion on second quarter chemical earnings. The panel examines how Middle East geopolitical tensions and... more

Federico Mennella, managing director and head of chemicals and materials, DC Advisory, joins host Vincent Valk for a discussion on the chemical M&A rebound in 2026. Large deals look to be returning as companies grow more comfortable with volatility a... more

Paul Kurias, S&P Global Ratings director, lead analyst, corporate ratings, and Danny Krauss, S&P Global Ratings director, join host Vincent Valk for a discussion on the 2026 credit outlook for the chemicals sector. The sector outlook remains mixed as... more

Hexion president and CEO, Michael Lefenfeld, joins host Vincent Valk for a discussion on how to embed AI into the day-to-day operations of a chemical company—optimizing manufacturing, supply chain logistics, and organizational processes while improvi... more

Mark Lustig, partner at consultancy PwC, joins the podcast to discuss the firm's chemicals manufacturing investment attractiveness index. Key points of discussion include which countries are the most attractive investment destinations now and in the ... more

Solstice Advanced Materials CEO, David Sewell, joins host Jameson Croteau for a discussion on the company's spin-off from Honeywell and the high-growth sectors of semiconductor chip and data center cooling, US nuclear energy and the ongoing transitio... more

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 ... more

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Recent Guests

Luis Valencia
Co-founder and CEO of AlkaLi Labs
AlkaLi Labs
Episode: How can biomanufacturing help secure lithium supply?
John Valdez
Program Manager
BioMade
Episode: How can biomanufacturing help secure lithium supply?
David Nathan
Program Director of Technology
BioMade
Episode: How can biomanufacturing help secure lithium supply?
Nayana Khosla
S&P Global Energy Reporter, Chemicals; Chemical Week Specialties Editor
S&P Global / Chemical Week
Episode: What drove higher chemical margins in the second quarter?
Sotirios Frantzanas
Lead Editor, Americas
S&P Global / Chemical Week
Episode: What drove higher chemical margins in the second quarter?
Vincent Valk
Lead Editor, Americas
Chemical Week
Episode: What drove higher chemical margins in the second quarter?
Kimberly Foley
Executive Vice President
LyondellBasell ( LYB )
Episode: What drove higher chemical margins in the second quarter?
Federico Mennella
Managing Director and Head of Chemicals and Materials at DC Advisory
DC Advisory (investment banking unit of Daiwa Group)
Episode: What's driving the chemical M&A rebound?
Paul Kurias
Director for Corporate Ratings Chemicals at S&P Global Ratings
S&P Global Ratings
Episode: Can chemical producers turn Middle East volatility into an advantage?

Host

Vincent Valk
Senior Editor specializing in prices, currency, and regional dynamics; frequent panelist on industry earnings and strategy discussions

Talking Points

Recent interactions between the hosts and their guests.

How can biomanufacturing help secure lithium supply?
Q: Would it be capable of meeting the entire US demand for lithium from produced water, and what are the next steps?
The panel discusses the large volume of produced water in the US, especially in the Permian Basin, and outlines plans to scale from bench-scale to pilot-scale, with a two-year horizon to establish field pilots and demonstrate real-world lithium recovery.
How can biomanufacturing help secure lithium supply?
Q: Can you explain how AlkaLi Labs technology works?
Luis Valencia explains that the team engineers microbes to act as biosorbents that selectively uptake lithium from lithium-containing feedstocks, concentrating it inside the cells, and that this approach differs from conventional inorganic methods by using living organisms for selective extraction, with field deployment on site.
What's driving the chemical M&A rebound?
Q: How is AI and AI-related demand shaping valuations in chemical M&A?
The guest notes that assets with meaningful exposure to AI infrastructure can command premium multiples, but valuations ultimately hinge on the company's execution, customer relationships, margin profile, and long-term demand growth. Not every chemical player will justify high multiples, with the strongest advantages going to firms with commanding positions and defensible moats.
What's driving the chemical M&A rebound?
Q: What is driving this rebound in M&A activity in chemicals?
Federico explains that a combination of rebound from a subdued period, greater comfort with volatility among buyers and sellers, strategic portfolio reassessments by large incumbents, and an active private equity environment are collectively fueling higher deal values and more aggressive deal execution, even as broader volumes remain more flat.
Embedding AI in chemical operations
Q: How did you approach embedding AI platforms into manufacturing operations after the SmartTech acquisition?
We integrated AI on top of unit operations, focusing on breaking and rebuilding processes to fit AI fluency, while ensuring alignment with safety and efficiency goals across plants.

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Frequently Asked Questions About Chemical Week

What is Chemical Week about and what kind of topics does it cover?

The show centers on the global chemicals industry, exploring how macro-driven dynamics—M&A activity, credit conditions, policy shifts, and supply-chain resilience—shape strategies for manufacturers, suppliers, and investors. Recent episodes often feature finance professionals, corporate leaders, and policy analysts discussing near-term volatility, geopolitical risk, AI-enabled manufacturing, and regional investment trends. A standout thread is the emphasis on practical implications: how Middle East tensions, data-driven decision making, and sustainability considerations drive capex, pricing, and competitive positioning. Overall, it's likely to appeal to executives, investors, engineers, and policy stakeholders who want a clear read on where... more

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Chemical Week launched 10 years ago and published 174 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Chemical Week?

Recent guests on Chemical Week include:

1. Luis Valencia
2. John Valdez
3. David Nathan
4. Nayana Khosla
5. Sotirios Frantzanas
6. Vincent Valk
7. Kimberly Foley
8. Federico Mennella

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