Molecules To Market

Portfolio Planning Plus
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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.

  1. Episode 1

    🩸Lubricants: The Invisible Market That Keeps the World Turning with Guest Guillaume Kalfon

    ⚙️ NOTE: This episode was recorded mid of September — for technical reasons we were only able to publish it now. Also, the recording was interrupted by a sudden power cut near the end. A follow-up episode with Guillaume will complete the conversation — stay tuned! 🔌 🔍 RESOURCES 👤 Guillaume Kalfon's profile on Linkedin 🔗 Portfolio Planning PLUS (ppPLUS) Platform 🛢️ Base oils on ppPLUS 🩸 Polyalphaolefins on ppPLUS 📩 Suggest a guest or topic, mail to: media@portfolio-pplus.com 📋 SUMMARY Without fuels, engines don't run — but without lubricants, they don't run for long. 🛢️⚙️ We sit down with Guillaume Kalfon of FluiTec, known in the industry as the "lubricant doctor," for a deep dive into the hidden world of industrial lubricants. From diagnosing turbine oils like a physician reads bloodwork to the market forces reshaping global demand — EV penetration, extended drain intervals, AI data centres and heavy oil supply disruptions — this episode traces the lubricant value chain molecule by molecule. 🌍⚡ ⏱️ CHAPTERS 00:00 Introduction – The Product Nobody Sees but Everything Depends On00:55 Meet the Lubricant Doctor – Guillaume Kalfon & FluiTec 01:29 Lubricant Diagnostics: Sampling, Testing & Machine Symptoms02:35 Remedies & "Fill for Life": Doubling or Tripling Oil Service Life 03:21 The Paradox: ~2% of Maintenance Costs, 40% of Machinery Failures 04:58 FluiTec's Target Market: Turbo Machinery, Not Automotive 06:52 Market Size: Turbine Oils as a Small Slice of Global Lubricants 08:13 Additive Chemistry: Engine Oils vs. Turbine Oil Formulations 11:25 Demand Shifts: EVs, Drain Intervals, Wind Turbines & AI Data Centres 12:59 Global Market Overview: 37–39 Million Tons and Regional Leaders 14:26 Regional Differences: Drain Intervals in Europe vs. MENA 16:47 Why Europe Can Afford Longer Oil Drain Intervals 18:50 Synthetic Oils Explained: PAOs and 0W Low-Viscosity Formulations 20:57 Heavy Oil Supply Crunch: Refinery Disruptions & Diesel Prices 22:10 Base Oil Prices and the Global Supply Tightness 24:47 Mineral vs. Synthetic: Market Shares (Group I–III, PAOs, Esters) 27:06 Esters in Jet Engines: From -50°C to 300°C 28:08 Aviation Demand: 35,000+ Aircraft and a Growing Jet Oil Market 🎙️ Molecules to Market is a program by Portfolio Planning PLUS (ppPLUS), bringing together technology, economics, and real facility-level data to give industry professionals a grounded, technical view of the global energy and petrochemical landscape — beyond the headlines.

    🩸Lubricants: The Invisible Market That Keeps the World Turning with Guest Guillaume Kalfon
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About

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.

Information

  • Creator
    Portfolio Planning Plus
  • Episodes
    12
  • Seasons
    5
  • Rating
    Clean
  • Copyright
    © PORTFOLIO PLANNING PLUS LTD 2025
  • Show Website
    Molecules To Market