Session Details
Pick up your name badge as we begin Day 1 of WSA 2025.
Nick Kovics, Vice President, Global Inorganics, Chemical Market Analytics by OPIS
Session 1: Global Industry Outlooks
Dewey Johnson, Senior Vice President, Global Head of Chemicals, Chemical Market Analytics by OPIS
As the chemical industry grapples with an ongoing oversupply and historically low margins, the market landscape ahead is set to diverge from the past. Structural shifts—including evolving national ambitions, regulatory changes, international collaborations, optimized investment strategies, and a growing focus on sustainability—will play a pivotal role in shaping future financial success.
As the chemical industry grapples with an ongoing oversupply and historically low margins, the market landscape ahead is set to diverge from the past. Structural shifts—including evolving national ambitions, regulatory changes, international collaborations, optimized investment strategies, and a growing focus on sustainability—will play a pivotal role in shaping future financial success.
Marguerite Morrin, Executive Director, Chemicals, Chemical Market Analytics by OPIS
The global soda ash industry saw very strong demand growth in the recent past, driven by the new energy sectors namely solar glass and lithium carbonate. The growth in turn has been concentrated in mainland China. However, the demand outlook going forward is less clear. Protectionist measures and policy shifts are set to impact on demand growth for the key soda ash drivers, both in absolute terms with also potential shifts in terms of where new demand is located. This key presentation will focus on the complexity of the shifting global market dynamics and what this may mean for both soda ash demand and supply.
The global soda ash industry saw very strong demand growth in the recent past, driven by the new energy sectors namely solar glass and lithium carbonate. The growth in turn has been concentrated in mainland China. However, the demand outlook going forward is less clear. Protectionist measures and policy shifts are set to impact on demand growth for the key soda ash drivers, both in absolute terms with also potential shifts in terms of where new demand is located. This key presentation will focus on the complexity of the shifting global market dynamics and what this may mean for both soda ash demand and supply.
Moderator: Nick Kovics, Vice President, Global Inorganics, Chemical Market Analytics by OPIS
Make new connections or join familiar faces during this dedicated break. Sessions resume at 1100.
Session 2: Market Dynamics & Industry Impact
Alasdair Warren, CEO, WeSoda
Etienne Galan, President, GBU Soda Ash & Derivatives, Solvay
Moderator: Marguerite Morrin, Executive Director, Chemicals, Chemical Market Analytics by OPIS
Sessions resume at 1400.
Session 3: Market Dynamics & Industry Impact
Christian Bouigeon, Chief Executive Officer and Anaïs Voy-Gillis, Strategy and CSR Officer, Humens Group
Join a leading industrial chemical manufacturer as they discuss best practices for expanding production and increasing product offerings while maintaining a strong focus on environmental stewardship.
Join a leading industrial chemical manufacturer as they discuss best practices for expanding production and increasing product offerings while maintaining a strong focus on environmental stewardship.
Carlo Barrasa, Vice President Energy, Chemical Market Analytics by OPIS
The energy transition is driving a decline in oil and gas production, disrupting the traditional model where petrochemical feedstocks were mere byproducts. While demand for petrochemicals continues to rise, this shift introduces new cost pressures for both the industry and consumers. Navigating this evolving landscape requires a delicate balance between sustainability, supply, and affordability.
The energy transition is driving a decline in oil and gas production, disrupting the traditional model where petrochemical feedstocks were mere byproducts. While demand for petrochemicals continues to rise, this shift introduces new cost pressures for both the industry and consumers. Navigating this evolving landscape requires a delicate balance between sustainability, supply, and affordability.
Jonathon Pascoe, Director Research & Analysis, Thermal Coal, McCloskey by OPIS
The dynamics of the coal market—spanning energy costs, supply stability, and evolving environmental regulations—have significant implications for the soda ash industry. As soda ash production relies heavily on energy-intensive processes, fluctuations in coal prices and availability directly impact manufacturing costs and operational strategies. This presentation will examine the current state of the coal market and its ripple effects on the soda ash industry, highlighting challenges and opportunities.
The dynamics of the coal market—spanning energy costs, supply stability, and evolving environmental regulations—have significant implications for the soda ash industry. As soda ash production relies heavily on energy-intensive processes, fluctuations in coal prices and availability directly impact manufacturing costs and operational strategies. This presentation will examine the current state of the coal market and its ripple effects on the soda ash industry, highlighting challenges and opportunities.
Moderator: Hasan Copur, Director, Global Soda Ash, Chemical Market Analytics by OPIS
Make new connections or join familiar faces during this dedicated break. Sessions resume at 1615.
Session 4: Regional Market Outlooks
Rock Bian, Associate Director, China, Chemical Market Analytics by OPIS
The mainland China soda ash market has remained consistently volatile amid ongoing efforts to expand production capacity. However, demand weakened in mid-2024, largely due to a slowdown in solar glass output and compounded by geopolitical tensions. At the same time, the industry has been undergoing restructuring on both the supply and demand sides. This presentation will share key developments expected by 2025, along with long-term trends and a five-year outlook for the Chinese soda ash market.
The mainland China soda ash market has remained consistently volatile amid ongoing efforts to expand production capacity. However, demand weakened in mid-2024, largely due to a slowdown in solar glass output and compounded by geopolitical tensions. At the same time, the industry has been undergoing restructuring on both the supply and demand sides. This presentation will share key developments expected by 2025, along with long-term trends and a five-year outlook for the Chinese soda ash market.
Hasan Copur, Director, Global Soda Ash, Chemical Market Analytics by OPIS
Hasan Copur, Director, Global Soda Ash, Chemical Market Analytics by OPIS
The soda ash market remains unpredictable, with U.S. trade policies adding further uncertainty. India is not insulated from global trends; in fact, global market dynamics will continue to influence its soda ash market. Despite high import volumes putting pressure on domestic prices, the market’s growth outlook is optimistic, expected to be mainly driven by solar. Through anti-dumping investigations and minimum import price policies, India is taking steps to reduce soda ash imports. Will it eventually become self-sufficient in soda ash supply? And will these trade measures provide price stability? This presentation provides a near-term outlook and analysis of the Indian soda ash market, covering key trends shaping the industry.
The soda ash market remains unpredictable, with U.S. trade policies adding further uncertainty. India is not insulated from global trends; in fact, global market dynamics will continue to influence its soda ash market. Despite high import volumes putting pressure on domestic prices, the market’s growth outlook is optimistic, expected to be mainly driven by solar. Through anti-dumping investigations and minimum import price policies, India is taking steps to reduce soda ash imports. Will it eventually become self-sufficient in soda ash supply? And will these trade measures provide price stability? This presentation provides a near-term outlook and analysis of the Indian soda ash market, covering key trends shaping the industry.
Moderator: Nick Kovics, Vice President, Global Inorganics, Chemical Market Analytics by OPIS
Enjoy an evening with attendees, speakers and sponsors.
Session Speakers
Carlo Barrasa
Vice President, Energy Insights Team Lead Chemical Market Analytics by OPIS
Read BioChristian Bouigeon
CEO Humens Group
Read BioHasan Copur
Associate Director, Global Soda Ash Chemical Market Analytics by OPIS
Read BioEtienne Galan
President, Soda Ash & Derivatives Global Business Unit Solvay
Read BioAnaïs Voy-Gillis
Strategy and CSR Officer Humens Group
Read BioDewey Johnson
Senior Vice President, Global Head of Chemical Market Analytics Chemical Market Analytics by OPIS
Read BioNick Kovics
Vice President, Global Inorganic Chemicals Team Lead Chemical Market Analytics by OPIS
Read BioMarguerite Morrin
Executive Director, Global Soda Ash Service Lead Chemical Market Analytics
Read BioJonathan Pascoe
Associate Director, Thermal Coal Research McCloskey by OPIS
Read BioAlasdair Warren
Chief Executive Officer WE Soda
Read Bio