WSA 2025 – Day 1

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WSA 2025 – Day 1

Wednesday, October 8
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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.
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.
 
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.
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.
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.
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.
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

Carlo Barrasa is the Vice President of Energy Insights at Chemical Market Analytics In this role, Carlo stewards the development of energy market content to help Chemical Market Analytics’ clients navigate the complexities of the oil, gas & natural gas liquids markets. Previously, Carlo led the North American Light Olefins service, which provides clients with valuable insights into the regional market dynamics of cracker feedstocks, ethylene, and propylene. Before joining Chemical Market Analytics, Carlo was a Senior Strategy Advisor at Anadarko Petroleum, where he was responsible for guiding the company's market strategy for its natural gas liquids business. After beginning his career in various downstream and chemical roles with ExxonMobil, Carlo held senior consulting and research positions at IHS Markit legacy companies PFC Energy and CMAI.

Christian Bouigeon CEO Humens Group

Christian Bouigeon has been the Chief Executive Officer of the Group Humens (Novacarb, Novabay and Novabion) since September 2024. He has 30 years' experience in heavy industry, mainly in mineral chemistry. He began his career as a researcher, then moved on to industrial roles followed by marketing/commercial roles. Next he spent 20 years as CEO on international perimeters for 10 activities of the same Group. Convinced of the value of passing on knowledge, as others have done for him, he tries to find time to support small businesses and teach at the university. Christian Bouigeon holds a Physico-Chemistry degree of ESPCI Paris - PSL, a Master of Analysis and a Master of Business Management.

Hasan Copur Associate Director, Global Soda Ash Chemical Market Analytics by OPIS

Hasan is the Associate Director of the Soda Ash team at Chemical Market Analytics. Hasan is an associate director within the inorganics team and has expertise in the global Soda Ash Market Advisory Service. Over 15 years in commercial roles, Hasan has acquired international chemical industry experience while holding various sales and business management roles. He engaged in diverse sectors using inorganic chemicals as raw materials and helped develop a portfolio of global clients. During his time with the company, he has provided soda ash market coverage for each region of the world, offering insight and intelligence across the soda ash value chain, emphasizing Europe and the Indian subcontinent. Hasan spent over ten years with Sisecam, a global glass and soda ash manufacturer, managing international sales activities for their chemicals group in its multiple locations. He spent four years in China, leading the regional business. Before joining in 2021, he spent three years working in trading in the UK, overseeing a range of basic chemicals and metals in the international markets. Hasan holds a Bachelor’s in Economics from Istanbul University and an MBA from Yeditepe University. He joined the company in 2021 and resides in London, UK.

Etienne Galan President, Soda Ash & Derivatives Global Business Unit Solvay

Etienne Galan serves as President of the Global Business Unit Soda Ash & Derivatives (SA&D) since December 2023 and is a member of Solvay’s Global Leadership Team. Etienne joined Solvay in 2015 as Senior Vice President in charge of SA&D Strategy. He then took on operational responsibilities within the GBU, first in the Seaborne Soda Ash Business where he notably developed the GBU's sales and logistics footprints in fast growing Latam and Asian markets, and eventually managed the Global Soda Ash Business leading the teams to achieve record results in 2022 and 2023.

Anaïs Voy-Gillis Strategy and CSR Officer Humens Group

Anaïs Voy-Gillis is the Strategy and CSR Officer at the Humens Group. She joined the company in November 2023, with a strong commitment to driving its decarbonisation efforts forward. Previously, she worked as an Associate Director at a consulting firm, where she led projects on organisational restructuring, industrial performance enhancement, and strategic foresight. Anaïs holds a PhD in geography, with research focused on the challenges of reindustrialisation in France and European industrial policy. In addition to her role at Humens, she is also a research associate at the University of Poitiers.

Dewey Johnson Senior Vice President, Global Head of Chemical Market Analytics Chemical Market Analytics by OPIS

Dewey is Senior Vice President with Dow Jones and Global Lead for the Chemicals practice within Chemical Market Analytics by OPIS, a Dow Jones Company. Dewey leads a team of 250+ subject matter experts with deep knowledge and experience within the chemical sector globally. Chemical Market Analytics offers unmatched global coverage of the Base Chemicals space covering almost 350+ chemistries through subscription services and consulting (bespoke research) offerings to our clients. The CMA practice presently covers Energy & Feedstocks, Olefins & Derivatives, Aromatics & Fibers, Inorganics (chloralkali, vinyls and soda ash), Plastics & Polymers, Syngas (methanol, acetyls and ammonia) chemicals, Sustainable chemistries (carbon, hydrogen, various chemicals) and plans to extend into newer areas. Dewey has two master’s degrees in environmental engineering & business management respectively. He has enjoyed a distinguished career with Eastman Chemical Company across multiple roles and functions for one and a half decades. In 2009, he joined Chemical Market Associates Incorporated (CMAI) and has been in the chemical market intelligence and research space ever since. From the acquisition of CMAI by the erstwhile IHS Markit to the present acquisition by Dow Jones, Dewey has been in senior leadership positions within the organization and has a deep understanding of the business. Dewey has worked extensively with chemical industry stakeholders across Asia, the Middle East, Europe, and the Americas, covering industry leadership, the financial sector, and policymakers. Dewey has led multiple engagements with chemical industry clients globally in strategy development and execution, analysis of chemicals markets and business portfolios, and due diligence analysis in the M&A space. Dewey is a frequent lecturer at MIT Sloan School of Management, UVA Darden School of Management and SUNY at Albany School of Public Policy. He is based out in Houston, Texas, United States of America.

Nick Kovics Vice President, Global Inorganic Chemicals Team Lead Chemical Market Analytics by OPIS

Nick Kovics is the Vice President of the Global Inorganics team at Chemical Market Analytics. Nick Kovics serves as the Vice President of Global Inorganic Chemicals at Chemical Market Analytics, which includes Chlor-alkali chemicals, Vinyls, Bleaching Chemicals, and Soda Ash. Nick brings over 25 years of chemical industry experience to the Chemical Market Analytics Inorganic Chemicals insights team. He was promoted to his current role in 2024, where he leads twenty analysts who research, forecast, and report on chlor-alkali chemicals, vinyls, bleaching chemicals, and soda ash from five global locations. Previously, Nick held a variety of roles in the Inorganics value chain at Chemical Market Analytics, including leading the Chlor-alkali, Bleaching Chemicals, and Battery Materials advisory services. Nick held various functional roles in several companies before joining Chemical Market Analytics. He began his career as a process engineer in the chlor-alkali sector at Canadian Occidental. Nick next moved into the energy sector as a field engineer with Schlumberger Canada cementing and hydraulic fracturing services. He transitioned from oil and gas to new energy and spent a decade in the hydrogen fuel cell sector in technical, commercial and financial roles. Nick continued in the electrochemical industry by joining Canexus (now Chemtrade) and held commercial leadership roles in chlor-alkali and sodium chlorate marketing. Nick is originally from Canada and holds a Bachelor’s degree in Chemical Engineering from the University of British Columbia and an MBA from Simon Fraser University. He is a registered Canadian Professional Engineer and a Canadian Chartered Professional Accountant. He has resided in Houston, TX, since joining Chemical Market Analytics in 2017.

Marguerite Morrin Executive Director, Global Soda Ash Service Lead Chemical Market Analytics

Marguerite Morrin is the Executive Director of Global Soda Ash Service Lead at Chemical Market Analytics. Marguerite Morrin is the Executive Director of Soda Ash research at Chemical Market Analytics (CMA). Marguerite launched the Global Soda Ash Market Advisory Service (MAS) in 2008. Before launching the soda ash MAS, she held various responsibilities in the Inorganics value chain, including European chlor-alkali and vinyls market coverage, where she helped develop MAS. Marguerite’s area of focus is the Soda Ash Market Advisory Service. With over 30 years of research experience in the chemicals sector, Marguerite is a key CMA resource with respect to analysis and insights about soda ash markets. She works with the global soda ash team to understand and keep track of soda ash market developments and provide CMA clients with insight and critical analytics that facilitate decisions. Marguerite also organizes the CMA annual World Soda Ash Conference. Marguerite holds a Bachelor’s degree in Chemistry from University College Dublin, Ireland and a postgraduate diploma in Business Studies from UCD Smurfit Business School, Dublin. She is currently based out of the London office.  

Jonathan Pascoe Associate Director, Thermal Coal Research McCloskey by OPIS

Jonathan Pascoe, Associate Director, Thermal Coal Research, covers all aspects of the global thermal coal market including demand, supply, freight, prices, and cost analysis. Mr. Pascoe is responsible for running the research team’s thermal coal supply and demand model and is managing editor of McCloskey’s Thermal Coal Market Briefing publication. He also contributes strategic reports to McCloskey’s Thermal Coal Research service, and has contributed research to several consulting projects in thermal coal market assessments and price outlooks, coal supply studies, and litigation processes. Mr. Pascoe holds a BSc in mathematics from the University of Surrey.

Alasdair Warren Chief Executive Officer WE Soda

Alasdair Warren is the Chief Executive Officer of WE Soda, based in London, having been appointed in November 2019 and having previously served as a non-executive board director.

Prior to joining WE Soda, Mr. Warren served as the Head of Corporate and Investment Banking for the European, Middle East and Africa region at Deutsche Bank, based in London.

Prior to that, Mr. Warren was an investment banking Partner at Goldman Sachs in London for 11 years, serving in a number of roles, including the Global Head of Financial Sponsor Coverage, the Head of European Equity Capital Markets and Derivatives, and the Co Head of UK Investment Banking.

Mr. Warren holds a BSc (Hons) in Geology from the University of Nottingham.

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