Who’s Left Standing? Exploring the Big Questions around Trade Flows, Market Dynamics and the Future of Chemicals
Session Summary: Is Europe’s production network in structural decline? What's the future landscape of trade flows and how will that affect the supply chain? Are specialty chemicals the industry’s new lifeline? Is sustainability losing momentum? Will AI reshape or replace the workforce?
The chemical industry underpins more than 90% of manufactured goods. Today, it sits at the epicenter of geopolitical realignment, tariff escalation, shifting trade flows and accelerating digital disruption. The consequences for competitiveness, profitability and long-term survivability are profound.
This forward-looking session by ICIS will have you leaning in as we challenge assumptions and unpack the forces reshaping the global chemical landscape:
Geopolitical realignment: How power shifts are redirecting demand, altering material flows and redrawing competitive advantage
Tariffs & policy: What trade measures have already changed — and what’s coming next for supply chains, export controls and regulatory frameworks
Market dynamics: Where growth is accelerating, how capacity is migrating, and what changing commodity flows mean for regional competitiveness
Supply chain resilience: Strategies to manage disruption, rising costs and systemic risk in an unstable trading environment
Survivability in a downturn: What it takes to navigate today’s painful cycle and emerge stronger
AI & business model reinvention: How digital transformation is reshaping operations, workforce strategy and commercial models
ICIS will challenge you to confront the industry’s most uncomfortable questions and define what the next era of chemicals looks like.
Speakers
Soline Guérineau
Speaker
Soline Guérineau is Head of Data Ecosystems & Sustainability Strategy at ICIS, where she leads the strategic development of data ecosystems and AI-enabled data solutions. She is also responsible for shaping ICIS’ approach to sustainability intelligence, with a focus on low-carbon and circular markets.
Prior to ICIS, Soline spent 13 years at The Economist Group in senior leadership roles spanning content, events, and commercial strategy. She led global initiatives focused ondecarbonisation, circularity, and the sustainable ocean economy.
She is passionate about helping organisations turn insights into action and data into impact.
Alex Lidback
Speaker
Alex Lidback served as a Vice President of Chemical Data from August 2018. Following the acquisition of Chemical Data by ICIS in July 2020, Alex assumed responsibility for ICIS’ chemicals analytics portfolio. Alex has 30+ years of chemical industry experience, and much of his career has been in research and consulting. In addition, he applies his wide-ranging background in global chemical feedstocks, olefins, aromatics, and polymer. Alex gives executive and conference presentations, providing analysis and forecasts on the chemical industry.
In his career, he has extensive global experience including two separate periods of working in London, UK with responsibility for Greater Europe and the Middle East. Prior experience includes positions in Wood Mackenzie and CMA/IHS, building and leading teams in various positions.
Alex holds a BA in Economics from Louisiana State University.