What are the big themes as the industry looks to 2026?

What are the big themes as the industry looks to 2026?

January 13, 2026 · 24 min · Episode 160

About this episode

The episode discusses major themes affecting the chemical industry as it looks towards 2026, including oversupply, AI opportunities, and geopolitical challenges.

Chemical Week editor-in-chief Ian Young, senior editor Vincent Valk and S&P Global chemicals price reporter Luke Warren join podcast host Jameson Croteau to discuss the 2026 outlook. Major themes include oversupply in the face of weak demand, opportunities related to AI, turbulent geopolitics, what's next for China's chemicals sector, and sluggish-but-resilient economic growth.

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