Developed petrochemicals, fertilizers, and hydrogen derivative (e.g., clean ammonia, clean methanol) strategies for players across North America, Europe, and Middle East, including market scans, technology outlooks, competitive positioning, and financials. Created 10-year strategy for global top 3 polyolefins producer with integration of conventional, circular, and low-carbon offerings, including both organic and inorganic options. Diagnosed and developed turnaround strategy for European nitrogen fertilizer producer, with focus on cash preservation, portfolio optimization, and operational changes to ensure liquidity and profitability. Developed petrochemical growth strategy for global oil & gas company, including growth vectors, economics, and build-vs-buy. Supported NA chemical company on methanol and clean methanol portfolio strategy, with focus on derivatives (e.g. acetals, MTBE), clean market outlook, and diversification options. Created US ethylene strategy for European O&G company, with focus on impact to European market. Have conducted 40+ due diligences on chemical companies, on topics ranging from polyacetal resins to butadiene market to electric inverter materials
Jonas joined McKinsey in 2008, working on energy and petrochemicals. 2014 – 2021, Jonas worked at Bernstein Research, a premier equity research firm, covering US Chemicals. During his tenure as an equity analyst, he successfully called the decline of global plastic recycling and how it would cause a global polyethylene shortage, the peak in global methanol prices, and the rise of hydrogen. Prior to McKinsey, Jonas ran a research group at the California Institute of Technology (Caltech), focusing on developing low-temperature catalysts for hydrocarbon activation and methanol synthesis. Jonas holds a Ph.D. in Organic Chemistry from University of Notre Dame, as well as a Masters of Chemical Engineering from Chalmers Institute of Technology (Sweden). He is the author of 50+ peer-reviewed scientific papers, books, and patents.