Bill Brady

🚨 Big News: DuPont Splits into Three Companies! 🚨 DuPont's decision to split into three seperate companies has caused a stir within the industry as the news broke. What do you think about this topic? #DuPont #WaterTreatment #IndustryNews

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More good news from a Houston climate tech co.: Solugen secures a $210M+ commitment from the US Dept of Energy’s DOE Loan Programs Office (LPO) to build out their next Bioforge manufacturing facility.  Thanks to Béla Hanratty of Keeling Capital for the shout. Per the announcement, “Solugen’s new 500,000-square-foot Bioforge Marshall facility will produce bio-based chemical products for use in wastewater treatment, industrial wastewater, construction, agriculture, and the energy sector. The facility is designed to reduce annual carbon emissions by up to 18 million kilograms compared to incumbent production methods….. Bioforge Marshall is scheduled to begin production in fall 2025. The facility will create up to 100 jobs during construction and 56 highly skilled full-time manufacturing jobs once fully operational.” Carbon savings, critical chemicals for existing markets, and creating manufacturing jobs in the heartland… what’s not to like? Congratulations to Solugen, whom I often call one of the “big four” of breakout, well-capitalized Houston climate companies that have now grown past startup scale. The other three are Fervo (advanced geothermal), Cemvita (biotech for energy and chemistry), and Syzygy (chemicals production with light via a novel photocatalyst). Last I checked, all 4 were hiring too… https://lnkd.in/gtaPviFi

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At Nexus PMG we’ve always been at the forefront of engineering, project finance, and infrastructure decarbonization across low-carbon industries. Now we're taking our expertise into the ethanol sector by investing in and collaborating with Saola Energy, a proven leader in ethanol and renewables engineering based in Wichita, Kansas. As the renewable fuels industry experiences a significant surge in interest—particularly in ethanol due to its domestic availability and lower greenhouse gas emissions—our partnership with Saola couldn't come at a more critical time. Chris Hart, PE, our President of Project Development, highlights the opportunity ahead: “We are facing an inflection point in the renewable fuels sector as the industry continues to see rising interest in ethanol, and as more producers seek opportunities to reduce their carbon intensity. Ethanol in particular is really growing as a key focus area for our business given its domestic availability, readily available feedstock and lower greenhouse gas emissions.” More on how Nexus PMG and Saola are partnering to scale ethanol: https://lnkd.in/g88Kk_y2 #ethanol #renewableenergy #energytransition

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C&EN unveils the top 50 US chemical producers for 2024! It’s amazing to see the growth and innovation taking place amidst challenging market conditions. Sustainability is now more than just a buzzword; it's reflected in the initiatives and business strategies of many companies on this list. 🌿🌏 From advanced materials to specialty chemicals, the range is impressive. Leading firms are leveraging technology and strategic partnerships to stay ahead, ensuring that they meet consumer demands while also addressing environmental concerns. This proactive approach will likely set the stage for the next era of chemical manufacturing. It's particularly interesting to observe how companies are harnessing digital transformation to optimize production and supply chain management. As we move forward, these innovations could become industry standards that redefine operational efficiency. For those of us in the sector, this list serves as a benchmark and a source of inspiration. Whether you're a seasoned professional or just starting out, there's much to learn from the strategies of these top performers. 🧪📲Check out the list: https://loom.ly/6rGE_4I #ChemicalIndustry #Sustainability #Innovation #Top50 #USChemicalProducers #BusinessStrategy #DigitalTransformation

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Daily Chemical Reaction - May 23: Loving You To Pieces – DuPont Splits To Drive Value, More Global Chemical Sector Break-ups Likely | https://hubs.ly/Q02ygX0w0 🔍General Thoughts: We discuss the DowDuPont break-up in 2019, and the now proposed DuPont separation into three companies - attractive sum-of-the-parts valuations do not ensure post-split relative outperformance. 🔍#SupplyChain / #Commodities: We view the three businesses set to form with the proposed DuPont separation as attractive, though we view its water business as among its most globally underappreciated and attractive pieces. 🔍#Energy / #Upstream: Global natural gas prices have surged higher in May relative to Crude Oil, and this has been a major development on our mind, as it suggests US chemical margins face downward pressure relative to 1Q24. 🔍#Sustainability / #EnergyTransition: We discuss the high expectations surrounding clean hydrogen production this decade, though we observe more net risk to forecasts in the West relative to China that could beat expectations. 🔍#Downstream / Other #Chemicals: We highlight US home sale weakness amid low inventory levels, which supports home prices and domestic homeowner equity, and strength in North American rail traffic YTD relative to 2023. Companies: DuPont Corteva Agriscience NVIDIA Mitsubishi Electric BHP Anglo American ORLEN S.A., Entegris Xylem Veralto Crescent Energy SilverBow Resources Shell Phillips 66 ExxonMobil Equinor Centrica Energy Johnson Matthey LSB Industries, Inc., Target Commodities: #NaturalGas, #CrudeOil, #Polyolefins, #Water, #Electronics, #Methanol, #Ammonia, #NGLs, #Propane, #LNG, #Hydrogen, #CarbonCapture, #RNG, #EVs, #RenewablePower #CMACC

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📰 Exciting News! 🌟 As published in World Cement this month, "Going Green with CNT" explores the enormous potential role of carbon nanotubes in decarbonizing cement. David Arthur, CHASM CEO, and Hari Harikumar, VP of our Performance Additives division, have co-authored this article in the June issue of World Cement magazine, exploring the role of carbon nanotubes in decarbonizing cement and discussing extensive research that underscores the ability of CNTs to enhance the durability and mechanical performance of cement-based materials. 👉 📖 The original article, titled 🌱 "Going Green with CNT" 🌱 appears on pages 59-64 of the June issue of World Cement magazine: https://lnkd.in/ec5tUmuK 🎉 Let us know what you think!! #Cement #Concrete #Decarbonisation #NetZero #IndustrialDecarbonisation #CNTs #CarbonNanotubes #Sustainability

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🚨 Boom! 8090 Industries portfolio company Circ® reaches a massive milestone with global copolyster producer Selenis Specialty Polyester Solutions - successfully making rPET chips from polycotton textile waste. This is a giant step toward an offtake partnership to support @Circ's industrial facility. Typical circular economy solutions are built predicated on the 'feel good', fluffiness and goodwill of customers or the government. At 8090 Industries, we knew that to truly build a dominant, scaled circular economy on a global basis we wanted to partner with the type of company exploiting the sheer greed of corporates. Put simply, if Rockefeller was alive today, how would he build the enduring textile recycling juggernaut? Peter Majeranowski Luke Henning Conor Hartman and the entire Circ® team are today's peerless Rockefeller like industrialists for textiles, fundamentally delivering materials using textile waste, cheaper than raw materials today. This sheer capitalistic approach is the reason they've galvanized not only Selenis Specialty Polyester Solutions but fashion giants like Inditex, Zara, Patagonia Far Eastern Group and many many more as customers, partners and investors. cc Kerem Ozmen Wes Mendenhall Filip Vurdelja Haluk Sabanci Dincer Grant Brown Ishan Meswani Garuth A. Andrew Irwin

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Paul Gagliardo, MPH, P.E. brings a wealth of water experience to his The Water Entrepreneur Podcasts and has a knack of exposing the issues confronting the water industry as it tries to tackle the major contamination challenges it faces. Here we discuss how water treatment based on contaminant extraction (ion exchange, reverse osmosis, foam fractionation) is simply shifting the problem to another place and needs to be complemented by cost-effective destruction technologies for those contaminants if they are to achieve wide scale adoption. #innovation #PFAS #enviromentalprotection #safedrinkingwater https://lnkd.in/gScj8ATr

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Thank you, Ana Lopez of Chemical Market Analytics by OPIS, A Dow Jones Company, for your very informative presentation at our recent Fall Meeting in Naples, Florida. For over 25 years, you've been a key resource within the business for understanding and insight into the chlor-alkali & vinyls sectors of the petrochemical industry. With Bill Blackstock #VinylIndustry #MarketAnalysis #GlobalVinylsReport

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Chemical Engineering Magazine spoke to BATT co-founder and executive director Sam Gillard for a cover story on the new projects and R&D efforts in the United States to extract, process, and recycle lithium for electric vehicle batteries. “Considering where we were four years ago in the U.S., I feel really optimistic about where we’ll be in two years," Gillard told Mary Page Bailey, the magazine's senior associate editor. "I am also optimistic that our percentage of global demand is going to increase, which to me is a key metric." "We do have an excellent innovation landscape here, from national labs to private industry," he added. But there are still many challenges to overcome to realize commercial-scale production, including the relatively low cost of lithium on the international market, Gillard warned. “If lithium prices are where they are today," he explained, "it’s going to be a challenge to scale up and to get capital in this climate, and also have viable businesses in the U.S. The big question on the processing side is who’s going to capitalize at the right time." BATT members, whose activities range from materials extraction to component manufacturing and recycling, are joining forces to incentivize the domestic production of EV batteries. The coalition's leadership brings a unique mix of technical and policy expertise, positioning BATT as an influential voice in advising Congress and federal agencies on the tax, trade and other policies that will be most effective in creating a clean energy economy that is built to last. Gillard told the magazine that one key objective of the coalition is developing and executing a long-term strategy for how the industry will establish the infrastructure needed to recover and reuse lithium and other critical materials from spent batteries. "We don’t know how much of a challenge this is ultimately going to be yet, because we don’t have good data, but there are a couple of things that give me hope,” Gillard said. “The automotive manufacturers don’t want their batteries to end up at disparate dismantling facilities, so they have a need to close that supply-chain loop for themselves, because there will be a need for that material." He added: "They also are offering more modular battery designs that are much easier to take apart, both for repair and recycling." Read the full article: https://lnkd.in/eQds-V98

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OCOchem is pioneering the scale-up of CO2 electrolysis technologies to directly convert CO2, water and electrons into organic molecules. Carbon Capture Magazine shared OCOchem’s Co-Founder and CEO, Todd Brix, perspective about how Carbon Regeneration is a 7x more powerful way to accelerate industrial decarbonization than carbon sequestration, in their October issue From Photosynthesis to CO2 Electrolysis: How Carbon Regeneration Can Make a Brighter Future | Carbon Capture Magazine. https://bit.ly/4g1FJo6

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Tune in tomorrow as host Victoria (King) Meyer interviews John Richardson, a senior consultant at ICIS and expert in global chemical markets. Victoria and John discuss the current challenges and future outlook of the chemical industry, exploring how issues like supply chain disruptions, geopolitical tensions, and sustainability practices are shaping the market. The episode provides valuable insights into the shifting dynamics in global manufacturing, the potential of emerging markets, and the environmental and regulatory hurdles that companies face today. Join us this week to get a better understanding of the evolving landscape of the chemical industry and what it means for the future. Stay ahead of the curve with The Chemical Show! Subscribe now and join us weekly to learn more about the business of chemicals: Spotify: https://lnkd.in/gZG87x4B Apple: https://lnkd.in/gCUGTxXk #ChemicalIndustry #TheChemicalShow #manufacturing #globaltrade #economicgrowth #markettrends #industryinsights

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Co-CEO Adam Comora and Patrick Serfass of the American Biogas Council published an opinion piece in The Daily Digest outlining their thoughts on how best to encourage investment in the capture and productive use of methane emissions from organic waste.   Recent reports found the incidence of harmful methane emissions from landfills is greater than previously thought – but confirms that their abatement represents a significant opportunity in our fight against climate change. The finalization of EPA's 2022 proposed electric pathway framework regulations would allow for electricity derived from eligible biomass resources and used to power electric vehicles to qualify as renewable fuel and obtain credits called eRINs. This would have manifold benefits to U.S. sustainability and energy security goals, including providing an incentive for landfills and farms to capture methane that would otherwise be emitted into the atmosphere, increasing and diversifying domestic fuel options, supporting the deployment of electric vehicles, and renewing local waste facilities.   At OPAL Fuels, we are committed to building and operating best-in-class biomethane capture and conversion projects that deliver industry leading, reliable and cost -effective low carbon intensity energy products that displace fossil fuels and mitigate climate change.   Check out Adam and Patrick’s piece here: https://lnkd.in/e5JM5yri   #energypolicy #methanecapture #renewableenergy #renewableelectricty #RNG #climatechange

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ICYMI: The spot resin markets had robust and healthy trading sessions ahead of the extended Labor Day weekend. Please follow the link to read our most recent weekly Market Update report - https://bit.ly/3Xuenkb #polyethylene #polypropylene #resin #marketupdate #plasticsexchange #plasticsnews #petrochemicals #forcemajeure #hurricane #pgp #crudeoil #natgas #ethylene #propylene #refineries #feedstocks #hdpe #ldpe #lldpe #exports #Houston #LatAm #Mexico #China #commodities #energies #internationaltrade #resintel #marketintel

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"The Chemical Show throws light on the big picture." The Chemical Show offers a unique look into the key trends and issues shaping the chemical industry. Hosted by Victoria Meyer, this is the industry's #1 business podcast, featuring weekly episodes on how companies balance innovation, sustainability, policy, and more. Victoria invites top industry leaders to share their stories about leadership, trending topics, facing challenges, and more. Don't miss this podcast. It's essential for anyone interested in the future of the chemical industry. 🧪🎙️ Listen to The Chemical Show and let us know what you think: www.thechemicalshow.com #TheChemicalShow #Podcast #ChemicalIndustry #Industry #Sustainability #Innovation

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Biosurfactants are becoming the specialty chemicals for many future industrial applications. An important contributor to sustainability and greening of the chemical industry. #sustainability #specialtychemicals

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Our recent Alliance for Chemical Distribution (ACD) webinar was filled with insights and best practices from leading ACD distributors.​ ​ Bryce Elledge from Valley Solvents & Chemicals shared some great practical advice for when inventory managers ask why you’re stocking a D product. ​ ​ “There could be certain strategic reasons why you stock a D product. That D product may be extremely important to your Core customer who wants to be a single source with you…​ ​ When we tied those two together (sales and inventory segmentation) it made those conversations (between inventory and sales teams) so much easier.”​ ​ Don't miss out on more practical insights! Sign up to our mailing list and be the first to know when we host another webinar:  https://lnkd.in/dHnRYfHw​ #ACD #InventoryManagement #ChemicalDistribution #CustomerStratification #ACTvantage

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