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Investing in plastics: opportunities, risks, and capital challenges

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Katy Boettcher, Principal, Ara Partners, and John Griffin, Director, The Sterling Group, joined the investor panel, moderated by Uday Turaga, CEO, ADI Analytics. The investors discussed plastics recycling investment challenges, such as feedstock, pricing, and market fragmentation, key factors when considering investing in plastics. They […]

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ADI’s insights on decarbonizing chemicals in plastics and polymers

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Manuel Diaz, Senior Analyst, ADI Analytics, shared ADI’s insights on decarbonizing chemicals in plastics and polymers during the specialty and performance polymers panel. Key topics included the strong commitment of major companies to Net Zero goals, demonstrated by significant capital expenditure allocation for decarbonization. Various […]

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Reactant driven approach towards electrification

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Matthew Seabaugh, VP, Product Launch, Nexceris LLC, joined moderator Uday Turaga, CEO, ADI Analytics, during the decarbonizing chemicals panel. Key topics included developing new catalytic pathways for CO2 utilization, specifically focusing on incorporating CO2 as a reactant to produce syngas with higher carbon content. Another […]

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ADI’s key insights on feedstocks markets in 2023

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Panuswee Dwivedi, Project Manager, ADI Analytics, provided insight into the evolving U.S. ethane market. Key topics included the significant decrease in U.S. ethane rejection anticipated through 2025 due to expanded ethane cracker capacity and favorable economics. Also discussed were the impact of rising gasoline spread […]

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GTC Vorro explores the future of the aromatics market

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Joseph Gentry, VP, GTC Vorro, and Panuswee Dwivedi, Project Manager, ADI Analytics discussed the shifting aromatics landscape and the future of the aromatics market. China’s growing aromatics self-sufficiency, particularly for polyester, impacted the global market. The U.S. adapted its gasoline-focused refineries to lighter crude and […]

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Growth in specialty polymers and a comparison of markets

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Jose M. S. Sanchez, Director of Plastic and Polymers, Mathiesen USA, and Srini Godavarthy, VP, Strategic Planning, PTT GC, joined moderator Uday Turaga, CEO, ADI Analytics for the specialty and performance polymers panel. Key topics included specialty polymers growth, driven by EVs and packaging, and […]

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ADI’s key insights for specialty polymer markets in 2023

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Dustin Stolz, Senior Analyst, ADI Analytics, shared insights for the specialty polymer markets during the specialty polymers panel. Key topics included the growth of engineered and high-performance polymers, driven by rapid prototyping technologies and applications in automotive, hydrogen fuel cells, and medical sectors. The expanding […]

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Navigating the future of plastic waste management and regulations

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Carlo Badiola, SVP, Engineering and Technology, Encina; and Richard Shaw, Director, Circular Economy & Sustainability, AmSty, joined moderator Uday Turaga, CEO, ADI Analytics, on the sustainability and recycling panel. Key topics included the global plastic treaty debate, the rise of diverse local and state regulations […]

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Key insights on the electrification of the chemical industry

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Carlos Villa, R&D Fellow, Dow Chemical, joined moderator Uday Turaga, CEO, ADI Analytics during the decarbonizing chemicals panel. Key topics included the energy implications of decarbonizing the chemical industry. The speaker emphasized that transitioning to alternative feedstocks like carbon dioxide and water for chemical production […]

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Unlocking the future of specialty polymers

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Srini Godavarthy, VP, Strategic Planning, Portfolio Management, and Finance, PTT GC, and Jose M. S. Sanchez, Business Director, Plastics & Polymers, Mathiesen USA joined moderator Uday Turaga, CEO, ADI Analytics on the specialty polymers panel. Key topics included mechanical recycling operations, focusing on existing and […]

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Ara Partners & Sterling Group on chemical risks

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Katy Boettcher, Principal, Ara Partners, and John Griffin, Director, The Sterling Group, joined the investors panel. The panel was moderated by Uday Turaga, CEO, ADI Analytics. Discussions included topics such as chemical risks in investments, as Ara Partners and The Sterling Group, both private equity […]

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SMRs’ role on the electrification of crackers

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Carlos Villa, R&D Fellow, Dow Chemical, and Matthew Seabaugh, VP, Product Launch, Nexceris LLC, joined moderator Uday Turaga, CEO, ADI Analytics for the decarbonizing chemicals panel. Key topics included demand for renewable/low-carbon power, nuclear small modular reactors (SMRs), and the integration of high-temperature heat with […]