Chemical Week editor-in-chief Mark Thomas, senior editor Vincent Valk and S&P Global Energy senior price reporter Mujidah Yahaya join host Jameson Croteau for a discussion of first-quarter results season, with a particular focus on the impact of the Iran conflict. The renewed importance of supply security, potential impact on the outlook, and how long disruptions may last are key topics. The panelists also discuss inflation impacts and some rare pockets of growth for the industry.