Podcast
Molecules To Market
Hosted by Portfolio Planning Plus · EN
Welcome to Molecules to Market - Building Resilient Value Chains for a Fast-Moving World. With our guests we dive beyond the digital buzz into the material realities that power our lives—from process technologies and feedstock to economic forecasts and margin analytics. Join industry experts as we unpack how to engineer, fund and future-proof chemical and energy value chains in an age of relentless change—and find the strategies that turn today’s challenges into tomorrow’s competitive edge.
3episodes
Episodes
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Sanjay Gupta - Overview of the Indian Hydrocarbon Sector
2w ago02:05:50Tap to summarizeSanjay Gupta on 45 Years of Building India's Refining & Petrochemical Industry In this first episode of Molecules to Market, hosts Uwe & Nicolas sit down with Sanjay Gupta — former CEO of the Dangote Refinery & Petrochemical Project, & former Chairman & Managing Director of Engineers India Limited (EIL) — for a deep, first‑hand account of how India built its hydrocarbon industry almost from scratch. ResourcesSanjay's profileGlobal Oil Refineries (select 'India' in 'Refinery Imports' for a mapping of Indian refineries only))Suggest a guest or topic: media@portfolio-pplus.com ppPLUS Linkedin PageYoutube video of this episodeChapters:0:00 – Introduction & Welcome1:56 – Sanjay's Background: From Mussoorie to Engineers India Limited4:13 – India's Refining Sector After Independence6:02 – Founding & Mandate of Engineers India Limited (EIL)8:28 – Oil & Gas Struck at Mumbai High (Mid-1970s)10:29 – Refinery Expansions, FCCs & Early Configurations (1980s)17:15 – India's First Foray into Petrochemicals (IPCL, Gujarat)21:55 – Early Petrochemical Complexes: Maharashtra Cracker, HVJ & Pata26:23 – Economic Liberalization & the Private Sector (Early 1990s)27:36 – Reliance, Nayara & the National Oil Majors30:13 – Refinery Capacity Data & Barrels-to-Tonnes32:21 – Modernization & Rising Complexity (1990-2010)34:51 – Secondary Processing: Hydrocrackers, FCC & Cokers38:37 – Fuels Refineries, Euro-VI & the Hydrogen Challenge43:11 – Captive Power Plants & Grid Reliability45:42 – The Petrochemical Boom: Petro-FCC, DCC & Propylene55:29 – Integrating Steam Crackers into the Refinery1:01:07 – Fuels vs. Petrochemicals: Refinery Flexibility1:03:05 – The Strait of Hormuz Crisis & Switching to LPG Mode1:07:06 – Optimal Conversion: Why India Avoids Crude-to-Chemicals1:09:54 – Gas & Hydrogen Economics in India1:11:52 – The Third Decade: Integrated Refineries, Cokers & Slurry Hydrocrackers1:20:18 – Gas Supply, LNG, Biomass & Green Hydrogen1:27:26 – Product Evacuation: Pipelines, Rail & LPG Distribution1:34:09 – Import & Export: India as a Refined-Products Hub1:40:43 – Reliance's Integration, Crude Sourcing & Sanctions1:50:27 – Conversion Rates: India vs. Global Benchmarks1:56:26 – The World's Biggest Complex That Never Was & Crude Diet2:03:00 – Wrap-Up: The Model Refinery Project & Closing
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Molecules to Market - The Foundation
3w ago00:06:53Tap to summarizeEpisode Notes — Molecules to Market, Episode 0: The FoundationMOLECULES TO MARKET - Building Resilient Value Chains for a Fast‑Moving WorldA programme by Portfolio Planning PLUS (https://www.portfolio‑pplus.com)---Episode DescriptionWelcome to Molecules to Market. In this founding episode, your hosts Uwe and Nicolas lay out the purpose of the show and the urgent need for a different kind of conversation in the energy and chemicals industry.They discuss why the world is changing – from geopolitical realignment to supply chain disruption – and why old ways of planning fail when projects span decades. Instead of sound bites, they argue for a systems‑thinking approach that connects molecules (the actual chemistry and engineering) to markets (the financial and strategic outcomes). They introduce the ppPLUS platform as the workbench that grounds these conversations in real data, but make clear the podcast is about collaboration, not software promotion.Listeners get a preview of the expert voices to come – technology specialists, resource analysts, project managers, economists, and geopolitical strategists – all focused on building resilient value chains.---Key Topics Covered- Why the industry needs a different conversation – beyond headlines- The shift from a unipolar to a multipolar world and its impact on supply chains- The gap between molecular‑level fundamentals and market value creation- Fragmentation and the “dominance mindset” vs. collaboration and collective intelligence- Systems thinking: choosing technology and supply chain together- Feedstock flexibility as a financial hedge- Technology independence and access to catalysts- Resilience vs. efficiency – why “molecules closer to home” matter- Preview of upcoming guests and themes---Links & Resources- ppPLUS Platform: https://www.portfolio‑pplus.com- Subscribe: Available on Apple Podcasts, Spotify, Amazon Music, YouTube and many more.- Suggest a guest or topic: media@portfolio-pplus.com- Connect on LinkedIn: https://www.linkedin.com/company/portfolio‑planning‑plus/---Quotable Moments> “A headline is useless when you’re responsible for a capital project worth billions — something designed to last thirty, forty years.” – Uwe> “Most managers pick a technology first, and then go looking for a supply chain to feed it. A systems‑thinker does both at the same time.” – Nicolas> “When we break down corporate barriers and compound our expertise, we build a collective intelligence that no single company can match on its own.” – Nicolas
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Sep 1800:00:38Tap to summarizeMolecules To Market - IntroductionWelcome to Molecules to Market - Building Resilient Value Chains for a Fast-Moving World.About the Show Join us as we dive beyond the digital buzz into the material realities that power our lives—from process technologies and feedstock to economic forecasts and margin analytics. With industry experts, we unpack how to engineer, fund, and future-proof chemical and energy value chains in an age of relentless change, finding strategies that turn today's challenges into tomorrow's competitive edge.Watch & Follow Us 📺 YouTube: Molecules To Market💼 LinkedIn: Portfolio Planning PLUS 📱 Telegram: ppPLUS🎮 Twitch: Molecules To MarketSubscribe & Stay Connected 🎧 Subscribe to never miss an episode ⭐ Rate & Review to help others discover the show 📢 Share with colleagues in chemical, energy, and process industriesAbout Portfolio Planning PLUS This podcast is produced by Portfolio Planning PLUS, your platform for chemical industry insights, planning tools, and market intelligence.🌐 Visit us: portfolio-pplus.comAccess free planning and analysis toolsExplore industry insights and forecasting resourcesSupport our content creation through various funding optionsConnect with chemical industry professionals and thought leaders
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