Artwork

Вміст надано Victoria Meyer. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Victoria Meyer або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !

How the Global Chemical Market is Shifting with John Richardson of ICIS - Ep 179

43:44
 
Поширити
 

Manage episode 439122611 series 2904919
Вміст надано Victoria Meyer. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Victoria Meyer або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

Ep 179 Show Notes

Geopolitical shifts, economic challenges, and sustainability goals are reshaping the global chemical industry. John Richardson, senior consultant at ICIS, joins host Victoria Meyer to delve into the market's uncertainties and logistical issues affecting Europe, the repercussions of the Russia-Ukraine war, and the potential of developing markets like India and Africa. John sheds light on critical issues such as the demand-supply imbalance for commodity chemicals, Europe's struggle with high energy costs, and China's evolving role from a dominant importer to a potential major exporter of synthetic resins.

Victoria and John also explore the wider scope of sustainability within the chemical industry, examining Europe's pursuit of a circular economy amidst complex regulatory landscapes and fluctuating geopolitical risks. They discuss the impact of demographic changes on consumer behavior, and the shifting focus towards eco-friendly products. Tune in to gain a comprehensive understanding of the forces shaping the chemical market's future, from rising sustainability efforts to adapting strategic decisions in a dynamically changing global landscape.

Join us to gain insights on the following topics this week:

  1. Chemical markets in the 2nd half of 2024 and leading into 2025
  2. Overcapacity and supply-demand imbalance
  3. China's economic slowdown and demographic changes have significantly impacted global chemical demand.
  4. The rising middle class in developing countries, including China, India, and others, has driven increased demand for chemicals and plastics
  5. Geopolitical tensions have disrupted supply chains, increased energy costs, and created uncertainty in the market
  6. Circularity struggles - infrastructure, regulatory hurdles, and feedstock availability
  7. 10 interconnected forces shaping the new global chemical landscape
  8. Big commodity chemicals winners and losers

"China's historical impact on global polymer demand is profound, but with the shifting sands of demographics and geopolitics, the future may see other developing countries rising, albeit not at the breakneck pace we've witnessed. The global chemical industry must pivot and adapt to these emerging complexities and opportunities." – John Richardson

***Don’t miss an episode: Subscribe to The Chemical Show on your favorite podcast player.
***Like what you hear? Leave a rating and review.
***Want more insights? Sign up for our email list at https://www.thechemicalshow.com


Celebrating 40 years, the World Petrochemical Conference by S&P Global is the most prestigious global industry gathering for chemical innovation, insight, and collaboration. WPC has a rich history of providing unmatched market intelligence and convening top industry leaders and influential thinkers to discuss the solutions that will unlock pathways for growth and transformation. Join us in Houston, TX, March 17-21, 2025, to commemorate our 40th Anniversary! Visit their website to learn more.

  continue reading

193 епізодів

Artwork
iconПоширити
 
Manage episode 439122611 series 2904919
Вміст надано Victoria Meyer. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Victoria Meyer або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

Ep 179 Show Notes

Geopolitical shifts, economic challenges, and sustainability goals are reshaping the global chemical industry. John Richardson, senior consultant at ICIS, joins host Victoria Meyer to delve into the market's uncertainties and logistical issues affecting Europe, the repercussions of the Russia-Ukraine war, and the potential of developing markets like India and Africa. John sheds light on critical issues such as the demand-supply imbalance for commodity chemicals, Europe's struggle with high energy costs, and China's evolving role from a dominant importer to a potential major exporter of synthetic resins.

Victoria and John also explore the wider scope of sustainability within the chemical industry, examining Europe's pursuit of a circular economy amidst complex regulatory landscapes and fluctuating geopolitical risks. They discuss the impact of demographic changes on consumer behavior, and the shifting focus towards eco-friendly products. Tune in to gain a comprehensive understanding of the forces shaping the chemical market's future, from rising sustainability efforts to adapting strategic decisions in a dynamically changing global landscape.

Join us to gain insights on the following topics this week:

  1. Chemical markets in the 2nd half of 2024 and leading into 2025
  2. Overcapacity and supply-demand imbalance
  3. China's economic slowdown and demographic changes have significantly impacted global chemical demand.
  4. The rising middle class in developing countries, including China, India, and others, has driven increased demand for chemicals and plastics
  5. Geopolitical tensions have disrupted supply chains, increased energy costs, and created uncertainty in the market
  6. Circularity struggles - infrastructure, regulatory hurdles, and feedstock availability
  7. 10 interconnected forces shaping the new global chemical landscape
  8. Big commodity chemicals winners and losers

"China's historical impact on global polymer demand is profound, but with the shifting sands of demographics and geopolitics, the future may see other developing countries rising, albeit not at the breakneck pace we've witnessed. The global chemical industry must pivot and adapt to these emerging complexities and opportunities." – John Richardson

***Don’t miss an episode: Subscribe to The Chemical Show on your favorite podcast player.
***Like what you hear? Leave a rating and review.
***Want more insights? Sign up for our email list at https://www.thechemicalshow.com


Celebrating 40 years, the World Petrochemical Conference by S&P Global is the most prestigious global industry gathering for chemical innovation, insight, and collaboration. WPC has a rich history of providing unmatched market intelligence and convening top industry leaders and influential thinkers to discuss the solutions that will unlock pathways for growth and transformation. Join us in Houston, TX, March 17-21, 2025, to commemorate our 40th Anniversary! Visit their website to learn more.

  continue reading

193 епізодів

Tất cả các tập

×
 
Loading …

Ласкаво просимо до Player FM!

Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.

 

Короткий довідник