Oversupply, uncertainty, and shifting global forces are reshaping the chemical industry in unprecedented ways. Dewey Johnson, Senior Vice President of Dow Jones and global head of Chemical Market Analytics, joins host Victoria Meyer to dissect what’s driving the deepest and longest industry downcycle on record—from China’s march toward chemical self-sufficiency to the impact of sustainability targets and supply chain risk. Dewey shares his perspective on the global landscape, the interplay of political, economic, and environmental pressures, and why market participants are facing tough decisions about assets, investment, and strategy.
Victoria and Dewey also explore how companies are navigating regional differences, the growing importance of AI, and why the next five years could bring more M&A, shutdowns, and portfolio reshaping. With insight into the evolving role of Chemical Market Analytics under Dow Jones, this conversation offers chemical industry professionals a candid look at the trends and disruptions shaping the market today—and practical considerations for staying resilient and competitive into the future.
Victoria and Dewey discuss the following topics:
- Discover the forces pushing chemical markets into a deep, global downturn.
- Learn how geopolitical shifts are rewriting the rules of industry competition.
- Uncover China's oversized impact on worldwide chemical supply and trade.
- See how innovation and strategic moves are helping companies stay resilient.
- Explore how data, analytics, and AI are guiding smarter decisions in uncertain times.
Killer Quote: "This is the longest and deepest down cycle ethylene has ever experienced, ever." — Dewey Johnson
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