Trade & Tariff Tensions: The Ripple Effects on Energy & Chemical Markets

Watch the webinar recording from Chemical Market Analytics and Oxford Economics on

Trade & Tariff Tensions: The Ripple Effect on Energy & Chemical Markets.

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As new US tariffs unfold and retaliatory measures escalate, the global trade landscape is shifting, leading to higher costs and mounting supply chain pressures across the chemical industry.

This session explores the implications of these tariff changes, examining their economic fallout and impact on critical energy and chemical markets.

Our market experts will explore the ripple effects on key chemical sectors such as polyolefins, aromatics, and inorganics, and assess the broader implications for energy markets.

With uncertainty at an all-time high, understanding the dynamics of these tariff tensions has never been more crucial for businesses navigating an increasingly complex global market.

Access the recording and gain expert insights and strategies for managing the challenges ahead.

View the on-demand

Speakers: Trade and Tariff Tensions: Ripple Effects on Energy and Chemicals

Jaime Brito

Jaime Brito Vice President, Refining and Oil Markets Chemical Market Analytics by OPIS

Jaime Brito is the Vice President of refining and oil product markets at Chemical Market Analytics.

Jaime Brito is responsible for leading content and analysis on the refining and oil products markets and their impact on the chemical sector. With over 25 years of experience, his views and insights have reached all regions of the oil and gas industry, where he has covered oil and gas markets, refining economics, and commercial strategies.

Mr. Brito’s activities at the Energy Market teams cover all regions. His technical, commercial and geopolitical knowledge, paired with a deep understanding of oil and gas dynamics and pricing drivers, and a unique ability to anticipate potential market developments, make all his contributions significant value-added. He plays a leading role in assessing the outlook for global market fundamentals, refining rationalizations and supply, and is part of our market intelligence services focused on short- and long-term analysis.

Before joining Chemical Market Analytics, Mr. Brito delivered consulting on oil, fuels, and refining worldwide, from assessing the feasibility of new refineries in Asia and the Middle East to designing commercial strategies and investments in Europe and Latin America to conducting due diligence for asset acquisitions in the US and Canada. He has led diligence and feasibility studies totaling over $15 billion in capital.

Mr. Brito is based in Houston, Texas and holds an MBA and a BS in Chemical Engineering. As part of his long and international career, he is a regular guest on news programs, where he shares insights on global geopolitics, oil markets, and fuel prices, among other topics.

Ben May

Ben May Director, Macro Forecasting & Analysis Oxford Economics

Ben May is a Director of Global Macroeconomic Research at Oxford Economics and is involved in the production and presentation of the company’s global macroeconomic views, with a leading role in our coverage of the advanced economies. Ben joined Oxford Economics in April 2014.

He has over 15 years’ experience as a macro economist in the public and private sector and has over a decade’s expertise covering the Eurozone economy. Before joining the Global Macro team, Ben worked on the Eurozone team at Oxford Economics. In addition to his working covering broad Eurozone issues he was also responsible for research on the ECB and Germany. Prior to joining Oxford Economics, Ben spent over six years at Capital Economics and was responsible for the coverage of the southern Eurozone economies throughout the Eurozone crisis. Before that, he spent seven years at the Bank of England, working in three divisions of the Monetary Analysis area of the Bank, which provides research and analysis for the Monetary Policy Committee. Ben has a BSc in Economics with Statistics from the University of Bristol and an MSc in Economics from University College London.

Steve Lewandowski

Steve Lewandowski Vice President, Global Strategic Content and Olefins & Derivatives Team Lead Chemical Market Analytics by OPIS

Mr. Lewandowski is the Vice President of Global Strategic Content and Olefins & Derivatives at Chemical Market Analytics.

Based in Houston, Steve Lewandowski is the Vice President of Strategic Content and Olefins & Derivatives at Chemical Market Analytics (CMA) by OPIS, a Dow Jones Company, a leading global provider of information, insight, and consulting services to the global chemical and petrochemical industry.

During a career spanning 30+ years in the refining and chemical industry, Steve has experience across the full spectrum of refining and petrochemical hydrocarbon value chains, covering various financial, strategic, technical, and commercial roles. Before his move to Chemical Market Analytics, Steve was Senior Manager of Base Chemicals at TOTAL Petrochemicals & Refining, Inc. In that capacity, he managed the P&L of the base chemicals business, including joint venture relationships, strategic guidance to the partnerships, plant operational interfaces, project development, and commercial responsibility for olefin and aromatic monomers, including styrene.

Before the Base Chemical Senior Manager role, Steve held increasing responsibilities within TOTAL’s Petrochemical business. The latest assignment was overseas, in Brussels, Belgium, where he was responsible for Global Aromatics’ long-term commercial business. The assignment included P&L responsibility and strategic project development for TOTAL worldwide. Before the Belgian assignment, he worked as manager of the US aromatics business. Before 2000, Steve was involved in the refining and fuels side of the Hydrocarbon chain, both for what was then FINA Oil and Chemical and for Star Enterprise (a joint venture between Texaco and Saudi Aramco), working as a process engineer, optimization engineer, fuels blending optimizer, branded/unbranded fuels marketing and supply lead, and in a business development role.

Steve earned a Bachelor of Science in Chemical Engineering from Michigan State University in 1987 and an MBA with a focus on finance and economics from the University of Texas at Dallas in 2000.

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