Philip Geurts
Chemicals and oil analyst at BloombergNEF. Specializes in petrochemicals, polymers, refining feedstocks, and the industrial supply chains linking energy markets to plastics production.
Best podcasts with Philip Geurts
Ranked by the Snipd community
62 snips
Mar 25, 2026 • 53min
The Petrochemicals Shock That's Already Rippling Through Plastics
Philip Geurts, a BloombergNEF chemicals and oil analyst, traces how turmoil around Hormuz is jolting the plastics chain. They dig into why polyethylene and packaging look especially exposed. There’s also a look at force majeures, murky polymer pricing, Asia’s feedstock dependence, and why China, recycling, coal, and ethane cannot quickly plug a supply gap.
