The Chemical Show: Where Leaders Talk Business

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.Restructuring, mergers, and a fundamental reevaluation of competitive advantage are reshaping the chemical industry at a rapid pace. Host Victoria Meyer reviews recent headline-making events, from Evonik's major portfolio changes and Huntsman and Olin’s proposed merger to Trinseo’s bankruptcy and Syensqo’s portfolio review. Victoria explores what it means for companies to build sustainable value and rethink where true advantage lies. The episode frames the upcoming Chemical Summit’s theme, “Reshaping Advantage,” and urges listeners to consider whether their current strategies and business models will be enough for the future. Key topics in this episode: Industry Restructuring: Major moves from Evonik, Huntsman-Olin, Trinseo, and others... Portfolio Strategy: Shedding legacy businesses and optimizing future growth. Financial Fundamentals: Why improving cash flow and reducing debt are now front and center. Global Market Shifts: The end of China-led demand growth and evolving geopolitical influences. Leadership Priorities: Rethinking business models, talent needs, and the importance of resilient organizations. Upcoming Chemical Summit: Preview of the conference’s four pillars—strategy in a fragmented market, people, execution/resilience, and technology. Killer Quote: "Business is going to be won differently in five years from now than it was over the past 35 years." —Victoria Meyer Other links: The Chemical Summit

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.From investment banking to the CEO seat at LSB Industries, Mark Behrman joins Victoria Meyer to discuss strategic transformation, market dynamics, and leadership in the chemical industry. Hear how LSB evolved from a traditional industrial conglomerate to a leading North American ammonia and nitric acid producer through operational integration, a focus on people, and strong customer partnerships. They also cover how LSB is approaching digitalization, AI, and sustainability—with a spotlight on their upcoming carbon capture project in Arkansas. Mark shares practical leadership lessons for both seasoned executives and industry newcomers, emphasizing curiosity, culture, and long-term vision. Victoria and Mark discuss the following: From Wall Street to CEO: Mark’s unique path to leadership. How focus and culture reshaped LSB Industries. Navigating regional dynamics and tariff impacts of Ammonia. People First: The central role of culture in company success. LSB’s journey with digital, sustainability, and efficiency. Killer Quote:"It's really all about the people. If you get a really good team of people that have the same common goal, same values, same drive, same level of curiosity, then they just figure out how to get things done." -Mark Behrman Subscribe to The Chemical Show on YouTube ***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

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.Geopolitical shifts, emerging technologies, and changing business models are reshaping risk for chemicals, energy, and mining companies as they look ahead to 2026. Host Victoria Meyer explores the top risk trends impacting these sectors with firsthand insights from Marsh industry leaders including Kimberly Mann, Bill Kost, Cynthia Hazard, Steve Horstkamp, and Raoul Munoz after attending the Marsh North American Energy Conference. Discussions range from the rising importance of M&A and evolving credit risks, to the critical role of social license and geopolitics in mining, as well as the proactive management of environmental liabilities. The conversation also addresses the transformative impact of AI—not just as a potential disruptor, but as a catalyst for new job opportunities and operational efficiencies. Victoria and guests highlight the need for organizations to build adaptive, collaborative, and forward-thinking risk strategies across business functions. With rapid change the new “normal,” these insights offer practical guidance for leaders intent on managing uncertainty and building resilience within the chemicals, energy, and mining sectors. Victoria and guests discuss the following: How M&A, market shifts, and geopolitics are reshaping risk in chemicals, energy, and mining for 2026 Why global politics and community buy-in are critical for mining and minerals companies' success The impact of artificial intelligence on jobs, business models, operations, and sector vulnerabilities The growing importance of being adaptive, collaborative, and clear-eyed about risk management Managing workforce transformation, setting AI boundaries, and upskilling for a resilient future Killer Quote: "When I speak to leaders about transformation, it's not about job loss, it's about job redesign. So they need to be thinking, how do we need to work to be the best ABC company to do what we do? It's taking that redundant low value work, giving it to an AI agent and then really upskilling our employees, the humans to be better at what we do.” - Cynthia Hazard Subscribe to The Chemical Show on YouTube ***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

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.Chemical industry professionals turned out in record numbers to hear insights from top leaders, with Peter Huntsman’s interview on innovation, learning, and the regulatory landscape named the most popular episode of the year. Host Victoria Meyer breaks down 2025’s Wrapped highlights, sharing a data-driven look at global listener demographics, preferred audio platforms, and the surprising fact that Taylor Swift tops the musical charts for Chemical Show fans. Explore the year’s standout episodes—from market updates with S&P Global and ICIS to deep dives on personal care ingredients and the critical importance of cybersecurity for operations with Robert M. Lee. Hear how leaders such as Michael Lefenfeld are transforming legacy businesses, and discover what your peers are reading and listening to. Plus, get a preview of what’s ahead in 2026, including the show’s fifth anniversary and next year’s The Chemical Summit in Houston. Additional Links: Peter Huntsman Discusses Innovation, Leadership, and Regulatory Environments In Chemicals Personal Care Ingredients Market Trends with Sunanda Desai of Kline + Company 2025 Chemical Market Update With Kurt Barrow & Tony Potter Of S&P Global Transforming Hexion: CEO Michael Lefenfeld on Innovation, AI, and Leading With Customer Focus Dragos CEO Robert Lee On Bridging The Gap In OT Cybersecurity For Critical Industries Subscribe to The Chemical Show on YouTube Victoria explores the following topics: Discover who tunes in, where they listen, and how The Chemical Show fits into everyday life. 2025’s Best Episodes: Highlights from top guests like Peter Huntsman, expert market updates, and cybersecurity deep-dives with Rob Lee. The growing impact of YouTube and changing audio habits among chemical professionals. Market trends, innovation, regulations, and personal care ingredients driving conversations in chemicals. Building connections through summits and events, plus a look ahead to the show’s fifth anniversary celebration. Killer Quote: "I'm really thankful that you've been part of the Chemical Show this year and looking forward to another great year together in 2026. So thank you and happy holidays.” - Victoria Meyer

Real decisions. Trusted peers. The Chemical Executive Mastermind. Learn more and apply.Global oversupply, uncertain demand, and tough cost structures are reshaping the chemical industry, leaving many companies facing unprecedented challenges. John Stekla, Director at Parin Resources, joins host Victoria Meyer for a frank conversation about the realities facing chemical producers, traders, and buyers as the industry moves into 2026. They examine the drivers of margin compression, how U.S. and global players are making difficult operational choices, and why even the industry’s cost advantages aren't a guaranteed ticket to success. Victoria and John also discuss shifting strategies among buyers and sellers, the implications of recent structural changes and plant closures, and how companies are preparing for what could be several more years of pressured results. Despite the near-term headwinds, John underscores the long-term value of the U.S. cost position and the cycles that have always defined chemical markets, sharing practical insights for leaders seeking to navigate uncertainty and position their businesses for the future. Additional Links: Conversations On The Propylene And Olefin Market With John Stekla The State Of The Petrochemical Industry Post Hurricane Ida With John Stekla Victoria examines the following topics: Global chemicals face excess supply, flat demand, and rising competition. Companies are focusing on efficiency and cost-cutting to survive shrinking margins. The industry is restructuring with asset shutdowns and tough make-or-buy decisions. U.S. cost advantage persists, but fuels new competition as exports rise. Lessons from past cycles highlight the need for readiness and adaptability. Killer Quote: "The bright and shiny thing really is ... the cost position that can't be reproduced anywhere in the world ... That puts us in a great position to take advantage of the demand when it bounces back. And it will, without a doubt. We're always in cycles and you could argue it's an eight or ten year cycle, but we've been through this before and we're in a very strong position to weather it." — John Stekla Subscribe to The Chemical Show on YouTube ***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