Shows
ICIS - chemical podcastsThink Tank: Europe chemicals must return to national/regional business modelAs the existing global trading system crumbles, and overcapacity keeps growing, Europe’s chemical industry must move back to a more national or regional business model. - Trade war shows global trading system is breaking down- Chemical industry could move back to a national or regional business model- Would be a return to pre-1990s industry structure- Europe has smaller chemical plants, ideal for regional markets- EU must now act fast to protect chemical and industrial value chains- China chemicals has been based on 6-8% GDP growth...2025-07-1826 minICIS - chemical podcastsPODCAST: Asia methanol supply normalises, uncertainty over demand remainsSINGAPORE (ICIS) -- Asian methanol prices have experienced a lot of volatility over the last few weeks, due to geopolitical concerns in the Middle East. While most production returned to normal in early July, some questions still remain around demand, both in India and the rest of Asia.
Production in Iran, southeast Asia returns to normal
US tariffs, seasonal factors to affect demand from downstream applications
MTO run rates in China may be adjusted in July, margins may narrow
In this chemical podcast, ICIS editors Doris He and Damini Dabholkar discuss recent market conditions with...2025-07-0906 minICIS - chemical podcastsPODCAST: "Can we stop pretending that key economies are fundamentally strong? They are not."LONDON (ICIS)--As geopolitical tensions have cooled, the chemicals industry did not have time to react to the spike in oil prices, and the seasonal demand drop in Europe could be more severe than the traditional summer lull.
China polypropylene flooding global market, outpacing domestic demand
Chemicals industry as leading indicator warns of wider economic ill health
Shutdown of plants in Europe is massive crisis
Vietnam 20% tariff from US will weigh on both economies
Risks of US cutting social security, international relief funding
Key economies not as strong as presented
Climate change needs to be a...2025-07-0427 minICIS - chemical podcastsThink Tank: Israel/Iran conflict hits chemicals, distributors adapt to VUCA worldEurope’s chemical distribution sector is bracing for the impact of multiple geopolitical and economic challenges, including the Israel/Iran conflict. - All Iran’s mono ethylene glycol (MEG), urea, ammonia and methanol facilities have been shut down - For methanol this represents more than 9% of global capacity, for MEG it is 3%- Brent crude spiked from $65 to almost $75/bbl, reports of attacks on gas fields and oil infrastructure- If Iran closes the Strait of Hormuz this will severely disrupt oil and LNG markets - Expect extended period of volatility and...2025-06-1736 minICIS - chemical podcastsThink Tank: extended trough is pressuring chemicals finances, bankruptcies likelyThe worst chemicals downturn in living memory is forcing ratings agencies to downgrade more companies and raising fears of bankruptcies. - Chemical company earnings have been bottom-of-cycle since 2023- Leverage (borrowing) is high compared to historical levels- Low earnings increase pressure on leverage, raises risk of default- Fitch has downgraded more chemical companies over last 12-18 months- Extended trough in chemicals may lead to bankruptcies- Operating rates have not recovered as they did after Global Financial Crisis- Fitch expects gradual recovery from 20262025-06-1333 minICIS - chemical podcastsPODCAST: Sustainably Speaking: Why brands are reducing recycled content targets and the impact on marketsRecent revisions of recycled content targets from major brands have led to questions about just how committed companies are to reducing their consumption of virgin plastic - but what are the underlying issues behind such decision? In this third episode of Sustainably Speaking, ICIS' Senior Executive, Business Solutions Group John Richardson is joined by Mark Victory and Matt Tudball, Senior Editors for Recycling Europe, and Helen McGeough, Global Analyst Team Lead for Plastic Recycling at ICIS to dive deeper into this topic. Key topics covered during the discussion include:
Revised down recycled conte...2025-06-1043 minICIS - chemical podcastsEurope, Middle East, Pakistan PE/PP eye ceasefires in May trendsCease fires on both business and war fronts are the focus of this month’s European polyethylene (PE) & polypropylene (PP) podcast, from the US and China de-escalating their eye-watering tariffs battle for 90 days, to the India-Pakistan ceasefire.Senior editors Vicky Ellis and Ben Lake look at May’s price trends, how US-China trade relations are influencing sentiment in Europe, and are joined by senior editor Nadim Salamoun to discuss Trump's announcement regarding lifting sanctions on Syria, and how Pakistan’s market responded to its ceasefire with India.They also highlight ICIS covera...2025-05-2126 minICIS - chemical podcastsAPIC '25: PODCAST: Asian C2 players mull survival strategy amid supply-demand balance changesBANGKOK (ICIS)--Over the past week, Asia ethylene players arrived in Bangkok, Thailand, to reflect on the industry's drift towards oversupply, and probe opportunities for continued survival as supply-demand balance changes enter the horizon.
Feedstock cost competitiveness, ethane conversion considerations still on the table
Consolidation a complex question, but looking more necessary for survival
SE Asia's new supply may cause supply-demand balance changes for Indonesia
In this chemical podcast, ICIS editor Josh Quah discusses some insights gleaned from the Asia Petrochemical Industry Conference (APIC) 2025, held in Bangkok, Thailand.2025-05-1608 minICIS - chemical podcastsAPIC '25: NE Asia ethylene, PVC spot demand slows on potential start up delaysBANGKOK (ICIS) -- Northeast Asia ethylene and polyvinyl chloride (PVC) markets have seen a slower-than-expected tempo of spot talks for June cargoes, with the main driver of uncertainty being unclear start up timelines from new ethylene derivative expansions, particularly from Chinese PVC.
Around 1.5million tonnes/year new PVC supply may face start-up postponements
Import discussions on ethylene slow pending clearer demand picture
PVC demand clouded by India-Pakistan tensions amid pre-monsoon season
In this chemical podcast, ICIS editors Jonathan Chou and Josh Quah discuss their findings from the Asia Petrochemical Industry Conference (APIC) 2025, held in Bangkok, T...2025-05-1603 minICIS - chemical podcastsWorld Polyolefins Conference round-up - top themes from CologneFrom Trump's tough tariffs talk to pivotal recycling legislation, ICIS senior analysts and editors pick their top themes from the 11th ICIS World Polyolefins Conference in Cologne.Joining senior editor manager Vicky Ellis on the podcast are senior editor Ben Lake, senior analyst for PE Lorenzo Meazza, ICIS consultant Les Bottomley, senior recycling analyst Egor Dementev and senior analyst Alex Tomczyk.They discuss highlights from the conference, including examples of tariffs from US' history, how Europe's market views the tariffs headache, one speaker's view that AI could be “better at purchasing ch...2025-04-3024 minICIS - chemical podcastsPODCAST: Potential trade flow changes for Asian aromatics after US tariffsSINGAPORE (ICIS)—With the implementation of import tariffs by the US, aromatics trade flow from Asia might see a shift, especially on the back of disparities in tariff rates on different countries.
High volumes exported in Jan-Feb, slowdown from Mar onwards
South Korea, possibly affected, as one of the major exports of aromatics to the US
Global macroeconomic growth to witness a slowdown amid trade war
In this chemical podcast, ICIS market specialist Samuel Wong discusses the potential impact of US tariffs on the Asian aromatics markets.2025-04-0703 minICIS - chemical podcastsPRSE 2025: ICIS' key take aways from Europe's biggest plastics recycling eventJoin the ICIS content team to hear about some of the key discussions had at Plastics Recycling Show Europe on 1-2 April in Amsterdam. Topics include:
Impact of high feedstocks on recyclers' margins
Impact of legislation across recycled polymers markets
Updates on chemical recycling
Brands' positions on recycled content
US tariffs - how will they impact Europe's recycled polymers markets?
If you are interested in taking part in the Regulation Test and Learn mentioned by Alexandra during the podcast, please click here to register your interest and arrange an introduction and overview of the pro...2025-04-0426 minICIS - chemical podcastsThink Tank: How a trade war would hurt the chemical industry everywhere, signal the end of a globalised economyChemical companies all over the world will suffer if the new US tariffs trigger a full-blown trade war.- Tariffs will be bad news for the US and for the global economy- Europe polymers producers might get short-term relief if EU imposes tariffs on US polyethylene (PE)- US tariffs means China may now target other countries- Chemical industry will become more regional- If US becomes more isolated China could move closer to Europe, form new trading bloc- Europe’s chemical industry has its back against th...2025-04-0448 minICIS - chemical podcastsPODCAST: India PVC demand to offset supply surge in Q2, policy uncertainty remainsSINGAPORE (ICIS) -- India’s PVC demand is expected to strengthen in the short term, driven by agricultural sector demand and restocking, but ample supply and policy uncertainties may weigh on market sentiment.
Weak demand, high inventories pressure prices to multi-year lows
ADD final findings delayed; uncertainty around implementation persists
Oversupply concerns rise with new capacities, trade barriers in focus
In this chemical podcast, ICIS market specialist Aswin Kondapally discusses recent market conditions, along with the near-term outlook.2025-04-0208 minICIS - chemical podcastsECS ’25: Underwhelming coatings season expected amid wider economic and geopolitical challengesFresh from the European Coatings Show 2025 in Nuremberg, Germany, ICIS looks over the key talking points and challenges facing the key sectors.The main challenges are the ongoing sluggish demand, coupled with the wider geopolitical volatility and economic headwinds.Attending ECS '25 for ICIS and speaking on this podcast are:
Mathew Jolin-Beech on acrylic acid (AA), acrylate esters, and methyl methacrylate (MMA)
Jane Gibson on phenol, acetone, and refinery solvents
Nick Cleeve on isopropanol (IPA), Vinyl Acetate Monomer (VAM), Methyl Isobutyl Ketone (MIBK), Methyl Ethyl Ketone (MEK)
Heidi Finch on TIO2 and epoxy resins
2025-04-0110 minICIS - chemical podcastsEurope PO, SM, look to further shutdowns while closures increase market fragilityEuropean propylene oxide (PO) and styrene monomer (SM) will remain oversupplied following the closure of LyondellBasell and Covestro’s flagship complex in the Netherlands, but the erosion of local capacity is leaving markets increasingly fragile. In this podcast, ICIS Insight editor Tom Brown speaks to Nicole Simpson, ICIS markets editor for PO, and Fergus Jensen, senior editor for styrene, about the likely fallout from the planned shutdown.
Europe PO market chronically oversupplied, operating rates remain low
Further shutdowns needed for PO market to come back into balance
LyondellBasell may be able to meet demand fro...2025-03-2713 minICIS - chemical podcastsSustainably Speaking Episode 2: The importance of investment in Europe's recycling industryIn episode 2 of our new Sustainably Speaking podcast, ICIS' Senior Executive, Business Solutions Group John Richardson is joined by Mark Victory, Senior Editor for Recycling, Europe, and Helen McGeough, Global Analyst Team Lead for Plastic Recycling at ICIS to talk about the importance of investment in Europe's recycling industry. Topics covered in this episode include:
Need for improvement in collection and sorting capacity
Importance of high quality waste to allow chemical recycling scale up
Investment needed to address Europe's structural shortages of recycled material
Imbalance between EU Member States for infrastructure investment
The financial and economic cos...2025-03-2634 minICIS - chemical podcastsPODCAST: Volatility seen in Asia, Mideast isocyanates amid recent supply changesSINGAPORE (ICIS)-- Asia and Mideast isocyanates prices climbed rapidly immediately after the Lunar New Year holiday, followed by sharp corrections in mid to end-February. Ample supply has weighed on overall sentiment, and limited recovery in demand is expected for the rest of March.
Asia MDI, TDI prices fall after Lunar New Year holiday
Ample Asian supply to keep buyers in China, SE Asia cautious
Post-Ramadan recovery in Middle East to be capped by sufficient availability
In this podcast, ICIS markets editor Shannen Ng and markets reporter Isaac Tan discuss market conditions and expectations for the...2025-03-1903 minICIS - chemical podcastsPODCAST: Asia propylene demand curbed by weaker PO marginsSINGAPORE (ICIS)--The northeast Asian propylene import markets have been weighed down by lengthening supply amid restarts at propane dehydrogenation (PDH) units. However, lower affordability levels from derivatives such as propylene oxide (PO) have also curbed import demand.
NE Asia propylene prices cool on weaker demand amid lower affordability levels
Oversupply a central issue in northeast Asia for PO makers
Tight SE Asia propylene supply likely to continue amid shutdowns
In this latest podcast, ICIS senior editor Julia Tan speaks with markets editor Shannen Ng to discuss market conditions and expectations for the near future....2025-03-0505 minICIS - chemical podcastsThink Tank: EU Clean Industrial Deal may be "too little, too late" to save Europe petrochemicalsBARCELONA (ICIS)--The European Commission’s Clean Industrial Deal may not be radical enough to reverse the decline of Europe’s petrochemical industry.
Member states urged to lower energy bills by cutting taxes to legal minimums
Improve infrastructure and connections to ease flow of renewable electricity
€100 billion to support EU-made clean manufacturing, but questions over how chemicals can access the money
Power Purchase Agreements (PPAs) for energy-intensive industries to partner with renewable energy providers
More measures against unfair foreign competition
Measures to boost circular economy and recycling
But nothing game-changing or radical enough
In this Think T...2025-03-0432 minICIS - chemical podcastsPODCAST: Europe phenol, acetone and derivative chain still struggling; but a few glimmers of hopeLONDON (ICIS)--Halfway through Q1 - and it is no surprise that there are still a host of challenges facing the phenol, acetone and derivatives chain. These include high energy costs, ongoing poor demand and the uncertainty around future trade flows given fresh Asia capacity and any tariffs – and reciprocal tariffs - from the new Trump administration.Europe ICIS editors Jane Gibson (acetone and phenol), Heidi Finch (bisphenol A and epoxy resins), Meeta Ramnani (polycarbonate), Mathew Jolin-Beech (methyl methacrylate) and ICIS senior analyst Michele Bossi (aromatics and derivatives) discuss current market conditions, in particular demand challenges, in vi...2025-02-1827 minICIS - chemical podcastsExploring Europe PET and R-PET competitiveness ahead of ICIS PET Value Chain ConferenceSenior Editor for Recycling Matt Tudball asks Carolina Perujo Holland, Senior Analysts for Plastics Recycling, and Travis Klein, Senior Analyst for PET how the European markets compare to other regions in terms of competitiveness, impacts of regulation and feedstock costs, and what they'll be covering in their presentation at the ICIS PET Value Chain Conference. The ICIS PET Value Chain Conference runs from 6-7 March in Amsterdam. Click here to register and see the full agenda.2025-02-1212 minICIS - chemical podcastsPODCAST: US hydrogen subsidy halt vs. China’s expansion – what’s next for the global market?SINGAPORE (ICIS) --The Trump administration swiftly withdrew financial support for its hydrogen sector, while China is accelerating hydrogen expansion with strong policy backing. In this podcast, ICIS hydrogen analysts Patricia Tao and Anita Yang discuss how these developments could gradually shift the global hydrogen market’s center of gravity over the next three to five years.2025-02-1207 minICIS - chemical podcastsICIS Chemical Podcast: Look ahead to ICIS PET Value Chain ConferenceSenior Editor, Recycling, Matt Tudball talks to Helen McGeough, Global Recycling Analytics Team Lead about some of the key topics that will be discussed at the upcoming ICIS PET Value Chain Conference on 6-7 March in Amsterdam. Topics include:
Improving the supply chain for recycled PET
Getting access to good-quality feedstocks
Deposit Return Schemes (DRS) growing in Europe
Impact of high feedstocks on R-PET prices
Spreads between virgin PET and R-PET
2025-02-0513 minICIS - chemical podcastsPODCAST: Asian BD market bullish on supply constraints, but demand outlook hazySINGAPORE (ICIS) – Asian spot market for butadiene (BD) saw a bullish start to 2025, as prices in both Chinese yuan and US dollar terms surged dramatically.In this latest podcast, ICIS senior editor Ai Teng Lim and industry analyst Elaine Zhang come together to discuss the factors moving prices and to take a peek into what may lie ahead for downstream demand.
Domestic China prices surge on supply factors, raising imports too
Uncertainties prevalent on whether downstream demand will hold out
Supply outlook uneven between China and wider Asia
2025-01-1707 minICIS - chemical podcastsPODCAST: New oxo-alcohols capacities in China to impact sentiment in 2025SINGAPORE (ICIS)--Asia's oxo-alcohols market continues to face challenges amid capacity expansions in China.
Weak demand from downstream plasticisers sector
Upstream support from propylene unlikely
Demand recovery to take some time
In this latest podcast, ICIS senior editor Julia Tan speaks with ICIS analyst Lina Xu to share the latest developments and expectations for what lies ahead next year.2024-12-1706 minICIS - chemical podcastsGPCA '24 PODCAST: Uncertainty over upcoming US tariffs casts shadow over sustainability ambitionsMUSCAT (ICIS)--In this special edition of the ICIS podcast, Asia deputy news editor Nurluqman Suratman speaks with ICIS market development executive John Richardson on the sidelines of the 18th Annual Gulf Petrochemicals and Chemicals (GPCA) Annual Forum in Muscat, Oman, on the current issues facing the regional industry.
Ongoing issues over a UN plastics treaty highlights divide between major producers and smaller players
Upcoming US tariffs may change trade flows, dynamics for Middle East
Global oversupply remains in focus as China's demand growth slows
2024-12-0306 minICIS - chemical podcastsEurope PE/PP November update, December outlookLONDON (ICIS)--November’s polyethylene (PE) and polypropylene (PP) prices have eased in the face of dispiriting demand and as maintenance season comes to a close in Europe.ICIS senior editors Vicky Ellis and Ben Lake weigh up what's behind the November trends, how forex and logistics might be affecting the markets, and what’s coming for December.They also discuss ICIS coverage of European PE, PP players adapting value propositions in the face of an evolving market, and Think Tank’s podcast episode: Trump trade war will drive end of global...2024-11-2509 minICIS - chemical podcastsSE Asia propylene to face additional supply, freight challenges in 2025SINGAPORE (ICIS)--Southeast Asia's propylene market faces significant challenges in 2025, with additional supply expected and freight rates continuing to impact downstream demand. In this latest podcast, ICIS senior editor Julia Tan speaks with senior analyst Shariene Goh to share the latest developments and expectations for what lies ahead next year.
High freight rates likely to remain key challenge to PP exports, which could weigh on propylene demand
Southeast Asia to take price direction from northeast Asia
Net deficit for Indonesia despite Indonesia's LINE project
2024-11-1504 minICIS - chemical podcastsICIS experts' key takeaways from the 3rd ICIS Recycled Polymers Conference 2024European Senior Editor for Recycling, Mark Victory, and Helen McGeough, Global Analyst Team Lead for Plastic Recycling at ICIS join Senior Editor for Recycling Matt Tudball to discuss their highlights from the recent 3rd ICIS Recycled Polymers Conference that was held in Berlin on 7th November. Topics covered ranged from ICIS' own outlook for the recycled markets, panel discussions on collection systems and the ever-popular chemical recycling sector, plus electrical and electronic waste and EU regulation 2022/1616 around food contact. Some of the key takeaways included:
Unexpected positivity despite challenging market environment
The need...2024-11-1408 minICIS - chemical podcastsICIS experts share key facts on US polymer markets at PackExpo '24HOUSTON (ICIS)–Several ICIS market experts share insightful facts related to their respective plastics markets, amid conversations with industry professionals at PackExpo '24. Though each market comes with a host of uncertainties, the broader US plastic packaging industry continues to navigate mixed demand and various supply challenges in 2024 and beyond.
Bottled beverage sector made up 15% of all US packaging revenue in 2023.
US polyethylene terephthalate (PET) production to remain 3 billion lbs short of domestic demand in 2025.
US polystyrene (PS) production has been impacted by outages since July 2024.
US polypropylene (PP) prices have been volatile, with price movements 11 out...2024-11-0605 minICIS - chemical podcastsMeaningful recovery in the acetone and phenol chain unlikely in 2025Weak demand continues to be a concern in the European acetone and phenol chain and in the wider chemicals industry and Q4 will remain tough, in view of year-end considerations, but when will demand turn a corner?Europe ICIS editors Jane Gibson (acetone and phenol), Heidi Finch (bisphenol A and epoxy resins), Meeta Ramnani (polycarbonate), Mathew Jolin-Beech (methyl methacrylate) and ICIS senior analyst Michele Bossi (aromatics and derivatives) discuss current market conditions, in view of residual macro and geopolitical headwinds, although easing interest rates and the trade defence investigation for epoxy brings some hopes and...2024-10-2524 minICIS - chemical podcastsPODCAST: Asia methanol impacted by geopolitical uncertainty, supply cuts expected in Q4SINGAPORE (ICIS) – Asian methanol markets were driven more by sentiment than changes in fundamentals, in recent weeks as market participants reacted to escalation of the conflict in the Middle East. However, some supply changes in coming months are expected to alter the market landscape in Q1 2025.
Gas shortages in Q4 lead to expectations of lower supply
China market sees correction after post-holiday exuberance
Downstream demand tepid, expected to see slight recovery in Q4
In this chemical podcast, ICIS markets editor Damini Dabholkar and senior analyst Ann Sun discuss recent market conditions with an outlook ahead in...2024-10-2406 minICIS - chemical podcastsPODCAST: Macroeconomic pressure continues to weigh on Asia recycling sentimentSINGAPORE (ICIS) – The short-term demand outlook for recycled polymers from Asia remains sluggish especially for low-value grades, due to multiple factors - mainly poor economics and brand users’ preference of cheaper virgin plastics.
Upcoming regulation in deep-sea fails to support Asia r-PET exports
Asia r-PE, r-PP remain traded mostly in domestic markets
Investments into recycling continue across Asia despite weak demand
In this chemical podcast, ICIS senior editor Arianne Perez discusses recent market conditions with an outlook ahead in Asia.2024-10-2207 minICIS - chemical podcastsPODCAST: Waste collection, chemical recycling and investment in recycling for low carbon solutionsJoin Global Analyst Team Lead for Recycling Helen McGeough as she looks ahead to the 3rd ICIS Recycled Polymers Conference on 7 November in Berlin and tells Matt Tudball what she's looking forward to seeing from the diverse group of topics and presenters, including:
Waste collection challenges and developments
ICIS study on penetration rates of recycling in the wider virgin polymer market
Chemical Recycling and its impact on the market
Investment in recycling for low carbon solutions
Prices of feedstocks impacting the recycled polymers chains
3rd ICIS Recycled Polymers Conference | EuropeHotel Palace Berlin, Ger...2024-10-1806 minICIS - chemical podcastsPODCAST: Asia ethylene players kick off 2025 contract discussions in ChinaSINGAPORE (ICIS)--With 2025 contract discussions for Asia ethylene underway at the olefins trade conference in Xiamen, China, ICIS markets editor Josh Quah outlines what’s at the top of the list of concerns for players as they look ahead to the coming year.
Players may take steps to hedge against unpredictability of deep-sea cargoes
China’s new capacity takes shape, but lengthy domestic supply may not yet spillover to the import-export market
Greater interest from producers to study the feasibility of incorporating ethane as part of cracker feedstock slate
2024-10-1806 minICIS - chemical podcastsPODCAST: CEFIC and the challenges and opportunities for recycling in EuropeAhead of the 3rd ICIS Recycled Polymers Conference in Berlin on 7 November, Senior Analyst for Recycling Egor Dementev discusses the challenges and opportunities for both mechanical and chemical recycling with Annick Meerschman, Innovation Director at CEFIC.PLUS... 20 CEFIC members are entitled to receive 50% off their registration to the ICIS Recycled Polymers Conference by using code: ICISCEFICMEM Offer is run on a first come first serve basis. Topics covered include:
Innovations driving plastic recycling in Europe
Chemical recycling technology evolution
Impact of legislation and regulation
Challenges facing the recycling ind...2024-10-1413 minICIS - chemical podcastsPODCAST: UAE base oils may see higher Q4 imports, US Group II offers keenly awaitedSINGAPORE (ICIS)--The base oils market in UAE is likely to see an uptick in demand in Q4, with the impact of escalating tensions in the region on crude prices and Group I supply from Iran closely monitored in the weeks ahead.
Impact of regional conflict on spot Group I supply from Iran to emerge
Group II export offers from the US awaited, to offer clearer near-term market direction
Persistent crude volatility may temper base oils uptake
Currency woes in Africa may undermine finished lube exports
In this chemical podcast, ICIS editor Damini Dabholkar and s...2024-10-0709 minICIS - chemical podcastsEPCA, Covestro ADNOC deal puts Europe petrochemicals in the spotlightADNOC’s agreement to buy Covestro ahead of next week’s European Petrochemical Association (EPCA) annual meeting highlights the challenges and opportunities facing Europe’s beleaguered chemical industry. - Abu Dhabi National Oil Co (ADNOC) to acquire Covestro for equity value of €11.7 billion- ADNOC diversifies downstream from oil and gas- Covestro global leader in polycarbonate (PC) and polyurethenes (PU)- PC and PU struggles with poor demand from automotive, construction- Covestro operating profit slumped from around Euros3bn in 2021 to near euros 1bn in 2023- Covestro boasts st...2024-10-0122 minICIS - chemical podcastsPODCAST: Asia’s fatty alcohols market sees uptrend, may prompt switch to LABSINGAPORE (ICIS) -- Asia's fatty alcohol mid-cuts prices may be near the ceiling as demand from Europe is expected to wane after October, given the looming EUDR or EU Deforestation Regulation which starts on 30 December 2024.Meanwhile, east Asian and south Asian linear alkylbenzene (LAB) markets remained in the doldrums despite expectations of an improvement in September. The weak performance of the crude oil and upstream markets since July have weighed on sentiment and led to caution among buyers.
Limited spot availability to lend support to the mid-cuts C12-14 prices near term
...2024-09-2404 minICIS - chemical podcastsWeak fuel LPG demand to weigh on China 2024 propane/butane importsSINGAPORE (ICIS)--ICIS has revised down its forecast for China’s combined imports of propane and butane for 2024 because of weaker-than-expected demand in fuel applications.
Full-year LPG imports projected at 36.7 million tonnes
Fuel LPG demand falls on increased natural gas usage amid weak economy
Strong feedstock LPG demand partly offset decline in fuel consumption
2024-09-1105 minICIS - chemical podcastsPODCAST: China’s refineries to produce more blue and renewable hydrogenBetween 2012 and 2023, China's hydrogen production more than doubled, with 80% of its 2023 output derived from coal and natural gas.Refineries play a crucial role in the country's overall hydrogen production, and the ongoing shift towards chemical production is set to further boost demand. This trend is expected to accelerate the adoption of cleaner blue and renewable hydrogen sources in refineries.Join ICIS Asia deputy news editor Suratman Nurluqman and ICIS hydrogen analysts Patricia Tao and Anita Yang as they discuss the increasing importance of hydrogen in China's refining sector.2024-08-0105 minICIS - chemical podcastsPODCAST: Hydrogen - the critical blend for decarbonizing gas power in ChinaSINGAPORE (ICIS) -- China's installed capacity of gas power generation is projected to surpass 150 GW by 2025, representing roughly 6% of the country's total installed power generation capacity. This presents substantial investment prospects within China and aligns with the nation's ambition to achieve carbon neutrality by 2060. Hydrogen, often regarded as a potential fuel for blending with natural gas, offers a promising avenue for reducing emissions from power generation. In this podcast, ICIS senior LNG analyst Xu Fei will delve into the mechanics of hydrogen-fueled gas turbines and their potential to...2024-07-2403 minICIS - chemical podcastsPODCAST: China prepares low-carbon policy support ahead of 2026 EU regulationSINGAPORE (ICIS) -- In this podcast, ICIS analysts Patricia Tao, Lewis Unstead and Aliena Huang delve into how the upcoming CBAM (Carbon Border Adjustment Mechanism) will impact China’s export-oriented manufacturing sectors and hydrogen’s crucial role in its low-carbon economy.
China's national energy law draft includes hydrogen, a shift towards low-carbon
Move comes ahead of EU's CBAM
CBAM to affect global trade, particularly for high-emission products
2024-07-1805 minICIS - chemical podcastsPODCAST: Europe PE, PP July outlookLONDON (ICIS) -- Europe’s run up to holiday season has been unusually busy for polyethylene (PE) and polypropylene (PP) markets, including some spot prices reversing for the first time since March 2024.In this ICIS podcast, European PE and PP senior editors Vicky Ellis and Ben Lake pick out July’s big themes, from logistics (hurricane Beryl and still-spiked Asian freight rates) to the mismatch between how local suppliers and converters are experiencing demand this month.They also highlight what to watch for August.2024-07-1712 minICIS - chemical podcastsPODCAST: China looks to boost low carbon hydrogen to cut emissionsSINGAPORE (ICIS)-- China is pushing ahead with plans to meet its national emissions targets by facilitating low carbon hydrogen production through regulatory reforms. China’s hydrogen production and demand have been increasing steadily in recent years but renewable hydrogen, a critical enabler for hard-to-abate industries to reduce carbon footprints, accounted for less than 2% of China's total hydrogen production in 2023.China has pledged to achieve net zero carbon emission by 2035 and carbon neutrality by 2060.ICIS Asia deputy news editor Nurluqman Suratman and ICIS hydrogen analyst Yu Yunfeng dis...2024-07-1604 minICIS - chemical podcastsPODCAST: China to accelerate hydrogen developments through Energy LawSINGAPORE (ICIS)-- China's recent decision to include hydrogen in its draft national energy law signals a transformative shift in the country's energy landscape.By positioning hydrogen alongside traditional energy sources, China is unlocking vast investment opportunities and paving the way for robust market growth in the burgeoning hydrogen sector.In this podcast, ICIS analysts Patricia Tao and Yu Yunfeng delve into how this strategic focus on hydrogen will reshape China's energy sector and foster sustainable industrial growth.2024-07-0904 minICIS - chemical podcastsPODCAST: Key insights into recycling in South Korea and ChinaSINGAPORE (ICIS) -- The ICIS recycling analyst team recently presented on Asia’s recycling market at the Asia Petrochemical Industry Conference (APIC) in Seoul, Korea, and at Alliance to End Plastic Waste’s CEO round table in Beijing, China. Join recycling analysts Joshua Tan and Chua Xin Nee in this podcast as they have a conversation about key takeaways from both events, pyrolysis in Korea, and recycling in China. If you would like to know more about Asia’s recycling market, feel free to reach out to our recycling analysts at joshua.ta...2024-07-0408 minICIS - chemical podcastsPODCAST: Key insights into recycling in Korea and ChinaSINGAPORE (ICIS) -- The ICIS recycling analyst team recently presented on Asia’s recycling market at the Asia Petrochemical Industry Conference (APIC) in Seoul, Korea, and at Alliance to End Plastic Waste’s CEO round table in Beijing, China. Join recycling analysts Joshua Tan and Chua Xin Nee in this podcast as they have a conversation about key takeaways from both events, pyrolysis in Korea, and recycling in China. If you would like to know more about Asia’s recycling market, feel free to reach out to our recycling analysts at joshua.ta...2024-07-0408 minICIS - chemical podcastsGlimmers of hope for Europe acetone and phenol derivative chain in a difficult climate; freight/logistics keyLONDON(ICIS)--European downstream demand remains low due to inflation and high interest rates. Add logistics issues and a continuous flow of imports to that, and the doom of European petrochemical industry begins. But with the recent reduction in interest rates by ECB and increased tariffs on Asian EVs, there is hope that the acetone and phenol derivative chain might come back to its glory. Europe ICIS editors Jane Gibson (acetone and phenol), Heidi Finch (bisphenol A and epoxy resins), Meeta Ramnani (polycarbonate), Mathew Jolin-Beech (methyl methacrylate) and ICIS senior analyst Michele Bossi (Aromatics & Derivatives) d...2024-06-1424 minICIS - chemical podcastsPODCAST: Legislations, waste management to shape future of Asia recycled polymersSINGAPORE (ICIS)--Asia recycled polymers markets were sluggish for the most part in 2023. In early 2024 too, challenges that dim the short-term outlook persist.Some legislations surrounding recycling were also put in place in the region over the last few years, but the obstacles that limit the growth of this sector still remain.In this chemical podcast, ICIS senior editor Arianne Perez and analysts Joshua Tan and Chua Xin Nee share their insights on the topic.2024-06-1212 minICIS - chemical podcastsNE Asia propane-naphtha spread to widen again in Aug-SeptSINGAPORE (ICIS)--Propane in northeast Asia is losing its advantage over naphtha as a cracking feedstock, but the spread is expected to widen again in August-September due to higher naphtha forecast prices.
Propane price spread over naphtha below $50/tonne for the first time since end-January
NE Asia propane firm on year-to-date high China PDH plants run rates
Crackers using imported propane require about two months to evaluate feedstock economics
In this podcast, ICIS LPG analysts Yan Wang and Shihao Zhou discuss the current market dynamics and outlook.2024-06-1203 minICIS - chemical podcastsEurope BDO and PBT continue to see subdued demand amid supply constraintsWhile the butanediol (BDO) and polybutylene terephthalate (PBT) markets in Europe have benefited from challenges in importing volumes from Asia, demand remains subdued for sectors.In this podcast, ICIS Europe Engineering Plastics editor Meeta Ramnani and ICIS Europe BDO editor Yashas Mudumbai discuss the current dynamics and the outlook ahead.2024-06-1108 minICIS - chemical podcastsAPIC ’24: PODCAST: Asia ethylene Jun supply, demand likely stableSEOUL (ICIS)--In this podcast, ICIS markets editor Josh Quah shares an update on the ethylene (C2) market in Asia based on discussions during the Asia Petrochemical Industry Conference (APIC) 2024.
S Korea Jun cracker run rates may see some downward adjustment, though unlikely to be significant
Jul arrival demand uncertain amid turnarounds, some recovering margins
C2 export allocations to hinge on polymer profitability
APIC 2024 is being held in Seoul, South Korea, from 30-31 May.2024-05-3004 minICIS - chemical podcastsThink Tank: Distributors see improving demand, increasing volatility a threatChemical distributors are seeing signs of a sequential improvement in demand, but increasing geopolitical volatility threatens any recovery, according to the head of trade group Fecc. - Sequential improvement in demand, destocking winds down- Red Sea disruption highlights continuing fragility of supply chains- Geopolitics creates growing instability and volatility - Europe chemicals need political support - Permitting needs to speed up to enable low carbon energy transfer- South Korea chemicals under intense pressure to consolidateClick here to download the 2024 ICIS Top 100 Ch...2024-05-2827 minICIS - chemical podcastsThink Tank: Why you should enter the 2024 ICIS Innovation AwardsChemical companies can gain recognition as leaders in innovation, and also evaluate their own new product pipeline by taking part in the ICIS Innovation Awards, according to last year's winner. ICIS Chemical Business deputy editor, Will Beacham, interviews David Dupont, Arkema’s vice president specialty polyamides. Click here to find out how to enter this year’s ICIS Innovation Awards. Entry deadline Friday 7 June. 2024-05-2721 minICIS - chemical podcastsPODCAST: Less impact of gasoline on Asia PX, downstream expansion continuesSINGAPORE (ICIS)--Earlier than usual re-stocking activities of gasoline blend stocks had curbed the price gains for paraxylene (PX) in Asia, while a lack of strong demand growth in the downstream purified terephthalic acid (PTA) and polyester markets had kept market confidence low.
Key PX bullish factor is the limited new capacity expansions
Asia adds two new downstream PTA capacities in the first half of the year
ICIS expects PX prices to be supported in Q3, but Q4 to face a downward pressure
In this podcast, Senior Editor Samuel Wong and Senior Analyst Jimmy Zhang dis...2024-05-2403 minICIS - chemical podcastsPODCAST: Ample propylene supply, China PP exports weigh on SE Asia marketSINGAPORE (ICIS) -- The ample supply of propylene in Asia as well as some new polypropylene (PP) capacities in China is expected to weigh on discussions in SE Asia in the coming months.
Asia C3 to see length from China PDH restarts, SE Asia volumes
China PP exports to weigh on SE Asia discussions
Asia PP prices to come under pressure in June-July
In this podcast, ICIS editors Julia Tan, Jackie Wong and Lucy Shuai discuss some of the trends in the Asian propylene and PP markets and what we can expect going forward.2024-05-1607 minICIS - chemical podcastsPODCAST: Asia propylene derivative demand still slow amid uncertaintiesSINGAPORE (ICIS) -- Asian oxo-alcohols buyers maintained a wait and watch approach, amid the possibility of added capacities in China weighing on market sentiment.The acrylonitrile (ACN) market continues to see limited spot demand in the northeast Asia market. Even as downstream acrylonitrile-butadiene-styrene (ABS) has seen higher production rates recently, ACN producers were unlikely to increase operating rates.For the acrylates downstream, butyl-A market in Asia continues to take direction from Chinese domestic prices. With India's Bureau of Indian Standards (BIS) requirements preventing Chinese origin imports, cargoes from China were flowing into SE...2024-05-1508 minICIS - chemical podcastsEuropean sulphur, sulphuric acid tightness a key concern for H2 2024It is a rarity to see sulphur or sulphuric acid take centre-stage in Europe when discussing a lack of feedstock for downstream petrochemicals - but tight supply for both has become a key talking point through the first and second quarter of 2024.ICIS' Senior Editor for sulphuric acid, Andy Hemphill, and Julia Meehan, Managing Editor of ICIS Fertilizers, discuss what caused this tightness and explore what options the industry has to counter the crippling shortages.2024-05-1310 minICIS - chemical podcastsPODCAST: APIC '24: Sustainable finance a focus for new entrants to marketSINGAPORE (ICIS) -- Sustainable finance is a key interest for companies that are seeking to enter the market or expand their current capacities. Despite the various available financial instruments, the absence of a clear entry point often results in confusion. In this podcast, ICIS Analysts Chua Xin Nee and Joshua Tan explore the different types of sustainability related loans available and their successful use cases.2024-05-0905 minICIS - chemical podcastsPODCAST: Weak demand expected for both Asia C3 and downstream POSINGAPORE (ICIS) -- Asia's propylene (C3) market will continue to see weak demand, although potentially curbed run rates in China amid weak margins could lend support. Downstream, China’s propylene oxide (PO) import demand may continue to be adversely impacted by domestic Chinese start-up capacities, while demand in the main downstream polyols sector is unlikely to recover in Q2.
South Korea June-loading C3 volumes likely to increase month on month
Domestic Chinese start-up capacities keep domestic supply lengthy, hamper import demand
Global PO supply excluding China remains tight, downstream polyols likely muted in Q2
In t...2024-05-0905 minICIS - chemical podcastsPODCAST: APIC '24: Asia PVC shaped by ample supply, impending policy changes in IndiaSINGAPORE (ICIS) – Asia's polyvinyl chloride (PVC) markets are expected to see some uncertainty in the coming months, with factors like China’s domestic demand, the impact of India’s monsoon and some trade policy changes expected to shape the landscape.
June offers from Asian producers awaited next week
SE Asian economies see healthy growth in Q1, expected to support PVC demand
Low domestic demand in China encourages exports, especially to India
In this chemical podcast, ICIS editors Jonathan Chou, Damini Dabholkar and analyst Lina Xu discuss recent market conditions with an outlook ahead in Asia.2024-05-0805 minICIS - chemical podcastsPODCAST: Asia BDO pressured by slowing demand in late-Q2, oversupplySHANGHAI (ICIS)—Asia’s 1,4-butanediol (BDO) market continues to be pressured by oversupply amid slowing demand.With the first peak season in March to April ending, demand in some sectors has started to slow.In this chemical podcast, ICIS Markets Reporter Corey Chew reports from China on market expectations before Enmore’s 14th BDO and downstream derivatives forum.2024-05-0801 minICIS - chemical podcastsPODCAST: Asia olefins face hurdles on upstream volatility, growing supplySINGAPORE (ICIS) – Asia's olefins brace for headwinds amid sustained weak demand in May, although some support is expected from curtailed supply in China. Lengthening supply from South Korea could continue to weigh on the market's outlook as it navigates upstream volatility amid tensions in the Middle East.
Asia's olefins market to see increasing supply from South Korea in May
Relatively low PDH run rates could lend support to NE Asia C3
Poor demand weighing on Asia C2 amid multiple supply options for June arrivals
In this chemical podcast, ICIS editors Julia Tan and Josh Quah disc...2024-05-0705 minICIS - chemical podcastsNPE'24: Markets face sustainability, risk management, technology challenges and opportunitiesORLANDO (ICIS)--NPE2024 is underway in Orlando, Florida, after a 6 year hiatus, and Senior Market Editor Emily Friedman and Senior Marketing Executive Natalie Stephens break down the key topics among discussions and presentations at the show:
Sustainability is a pillar of the industry, one which companies should prioritize to future-proof their business
Risk management remains paramount, following several years of instability and unprecedented highs and lows
Technology and data have never been more critical to embed within each step of the value chain
To learn more, ICIS market experts Emily Friedman, Kim Haberkost, and Ramesh Iyer will...2024-05-0604 minICIS - chemical podcastsDowncast sentiment on European demand at polyurethane eventMarket players expressed bearish views on consumption throughout value chains at the recently concluded polyurethanes exhibition and conference UTECH Europe held between 23-25 April 2024 in Maastricht, the Netherlands.ICIS isocyanates (toluene diisocyanate -TDI and methylene diphenyl diisocyanate-MDI) and polyols, European market editor, Zubair Adam and ICIS senior analyst for isocyanates and polyols, Umberto Torresan who attended the event share their engagements and discuss future developments that will shape future demand in Europe for these products.2024-04-3005 minICIS - chemical podcastsChinaplas '24: China's polymer industry moving fast toward high end development amid fierce competitionSINGAPORE (ICIS)--ICIS analyst Sijia Li, Yvonne Shi, Zhibo Xiao, Lucy Shuai, Joanne Wang and Cindy Qiu discuss the development trend of China's polyolefins and polyester market.2024-04-3006 minICIS - chemical podcastsCaution, closures, mismatched demand and recycling - big themes from World Polyolefins 2024The choppy economic backdrop, unprecedented growth of global polyolefins capacity, and how Europe can pivot under pressure from chunky legislation, were huge themes at the 10th ICIS World Polyolefins conference.Fresh from the stage, ICIS experts dig into the biggest themes that cropped up for delegates including converters, brands and producers in Vienna.In this podcast, PE and PP senior editor Vicky Ellis is joined by fellow senior editor Ben Monroe-Lake, senior analysts Emiliano Basualto, Lorenzo Meazza and Egor Dementev, and polyolefins consultant John Richardson.2024-04-2633 minICIS - chemical podcastsPODCAST: Production constraints keep Asian BD spot trades buoyant in Q1, demand outlook mixedSINGAPORE (ICIS) – Persistent production constraints have driven Asia’s spot prices for butadiene (BD) to near two-year-high levels, but how the rally may go from here may hinge on downstream demand conditions.
Prolonged under-utilisation of regional crackers dented regional BD output
Exports from China helped to plug some of these supply gaps
Mixed views about downstream demand outlook
In this podcast, ICIS editors Ai Teng Lim and Aviva Zhang discuss how regional supply and demand balance has evolved across different Asian outlets and how this may pan out from here for the near future. 2024-04-2206 minICIS - chemical podcastsICIS looks forward to meeting you at Chinaplas2024.mp3SINGAPORE (ICIS)--In this podcast, ICIS Analyst Sijia Li and ICIS Senior Industry Analyst Joanne Wang talk about highlights in in polyolefin market to provide background for you to visit Chinaplas.2024-04-1901 minICIS - chemical podcastsPODCAST: Asia, Mideast PET sees need-based buying, geopolitical factors weigh on sentimentSINGAPORE (ICIS) – Buying in Asia and the Middle East polyethylene terephthalate (PET) markets remained relatively need-based, with factors like geopolitical tensions and uncertainties in freight rates clouding sentiment. · Mixed sentiment in Asian markets, PET tracks upstream closely· Uncertainty around freight rates leads to need-based buying· Inventories with Mideast buyers high, however some replenishment expected post-Eid breakIn this chemical podcast, ICIS editors Damini Dabholkar and Zachary Tia discuss recent market conditions with an outlook ahead in Asia and the Mideast. ICIS will be at the Chinaplas conference in Shanghai from 23-26...2024-04-1802 minICIS - chemical podcastsPODCAST: Asia recycled polymers see slow 2023; legislations, waste management to shape futureSINGAPORE (ICIS)--Asia recycled polymers markets were sluggish for the most part in 2023. In early 2024 too, challenges that dim the short-term outlook persist.Some legislations surrounding recycling were also put in place in the region over the last few years, but the obstacles that limit the growth of this sector still remain.In this chemical podcast, ICIS senior editor Arianne Perez and analysts Joshua Tan and Chua Xin Nee share their insights on the topic.2024-04-1713 minICIS - chemical podcastsPODCAST: China PDH run rates to rebound from historical low in Q2SINGAPORE (ICIS)— China recently recorded an average propane dehydrogenation (PDH) unit run rate of 47.6% on 3 April, down from 58.7% from a week before, marking the biggest week-on-week decrease ever and hitting the lowest point on record, according to ICIS data. However, the average operating rate of PDH units in China is expected to pick up from late April as restarts are expected amid expectations of wider propylene-propane price spreads in Q2 and Q3. In this podcast, ICIS Analyst Wang Yan shares insights on the challenges faced by PDH operators. 2024-04-1103 minICIS - chemical podcastsApril gear change eyed for Europe PE, PP ahead of ICIS World Polyolefins Conference in ViennaApril is opening differently to March for Europe’s virgin polyethylene (PE) and polypropylene (PP) markets, and has been slow to start after the Easter break.Ahead of the ICIS 10th anniversary World Polyolefins Conference in Vienna this week, ICIS editors look at the early supply/demand signs for April, and what are the obvious changes from March.This podcast features Matt Tudball, senior editor for Europe R-PET & R-LDPE, and Vicky Ellis, senior editor manager for Europe virgin PE & PP.2024-04-0908 minICIS - chemical podcastsPODCAST: A Tale of Two Olefins - Diverging Trends in Asia's Olefins MarketSINGAPORE (ICIS)--Asia's ethylene (C2) market will see northeast Asia supply in Q2 remain ample on the back of relatively high run rates at northeast Asian crackers. Similarly, propane dehydrogenation (PDH) units in the region are also expected to sustain current run rates for Q2.In this podcast, ICIS market editors Josh Quah and Julia Tan discuss Asia's olefins flows, with a forward view on the Q2 market.
NE Asia C2 supply ample, SE Asia C2 supply tight
NE Asia and SE Asia C3 supply ample
Deep-sea movements as arbitrage windows open
2024-03-2713 minICIS - chemical podcastsPODCAST: Asia continues to see healthy PVC supply as India launches ADD inquirySINGAPORE (ICIS) – China’s continuing real-estate sector woes ensured healthy exports, especially to the major market of India. Supply continued to be ample in the region, while market participants digested news of impending implementation of BIS regulations and the initiation of the ADD investigation.
Influx of exports from China continues amid sluggish domestic consumption
India’s DGTR releases notification on ADD investigation
Sentiment to be swayed by elections, monsoon, potential BIS regulations
In this chemical podcast, ICIS editors Damini Dabholkar and Jonathan Chou discuss recent market conditions with an outlook ahead in Asia.2024-03-2704 minICIS - chemical podcastsPODCAST: Asia Pacific's sustainability-related regulations complex, landscape remains fragmentedSINGAPORE (ICIS) -- The importance of regulations cannot be overlooked as countries work towards their sustainability targets. However, the regulatory landscape in Asia Pacific is fragmented, resulting in a complex web of intricacies.As a result, countries may have similar policies, but implemented at different levels of maturity. For example, Southeast Asian countries tend have detailed roadmaps but lack specificity while countries in Northeast Asia tend to have matured policies that covers a wide range of applications and encourage multi-stakeholder engagement.In this podcast, ICIS Analysts Chua Xin Nee and Joshua...2024-03-2707 minICIS - chemical podcastsPRC '24: PODCAST ICIS recycled plastics experts highlight key topics, trends for week aheadGRAPEVINE (ICIS)-- The Plastics Recycling Conference is underway in Grapevine, Texas, and Senior Market Editor Emily Friedman and Senior Analyst Andrea Bassetti break down the key topics among discussions and presentations at the show:
US R-PET market experiencing a divergence from historic trend, as well as stark regional differences
Chemical recycling capacities still set to grow through 2028
Recycling markets facing virgin, import price pressure and sluggish demand in 1H2024
To learn more, ICIS recycled plastics experts Emily Friedman and Andrea Bassetti will be giving a presentation "Insights from the Analysts" on Wednesday, 27 March at 10:00...2024-03-2603 minICIS - chemical podcastsChinese Group III base oils grabbing market share of imports amid quality upgradingSINGAPORE (ICIS)--In this podcast, ICIS analysts Whitney Shi and Jady Ma talk about supply and demand changes in China’s Group III base oils market.2024-03-1203 minICIS - chemical podcastsPodcast-Europe, Africa, Turkey PE/PP March OutlookLONDON (ICIS)--The global PE/PP market has been rocked by the disruption to Red Sea shipping, which has sent prices soaring, following sustained periods of weakness.The question now is, how long can this continue? With early March European offers out and some suppliers approaching the market bullishly, ICIS experts sit down to discuss all the potential influences in the coming month.Senior editor/ manager Vicky Ellis, Senior editor/manager Samantha Wright and Senior Editor Ben Lake gather to discuss the variables around the European, African and Turkish markets and...2024-03-0418 minICIS - chemical podcastsPODCAST: Challenge of European PVC market supply-demand remainsThe overall picture for European polyvinyl chloride (PVC) is bleak; the market is likely to be impacted by oversupply in 2024, and demand will still be low in Europe for H1.However, there may be domestic sales opportunities which take advantage of delays to import arrivals from Asia.ICIS Senior Editor Chris Barker interviews ICIS Analyst Valentina Cherubin on the outlook for 2024.2024-02-2105 minICIS - chemical podcastsPODCAST: Asian olefins to see support amid tighter supply; Panama congestion persistsSINGAPORE (ICIS)--Asia's ethylene (C2) market saw supply tighten amid fewer volumes from the US in Q1 as a direct result of congestion at the Panama Canal. Over in the Asian propylene (C3) markets, while arbitrage flows remain curtailed by high freight rates, some emerging interest has also been gleaned in the market as regards moving Asian material westwards.In this podcast, ICIS market editors Josh Quah and Julia Tan discuss Asia's olefins flows, with a forward view on the March market.
C2 sees support from constrained deep-sea supply
NE Asia C2...2024-02-2106 minICIS - chemical podcastsPODCAST: Asia R-PE, R-PET see slow 2023; legislations, waste management to shape futureSINGAPORE (ICIS)--Asia recycled polymers markets were sluggish for the most part, in 2023. In early 2024 too, challenges that dim short-term outlook persist.Some legislations surrounding recycling were also put in place in the region over the last few years, but the obstacles that limit the growth of this sector still remain. In this chemical podcast, ICIS Senior editor Arianne Perez and analysts Joshua Tan and Chua Xin Nee share their insights on the topic. 2024-02-1513 minICIS - chemical podcastsPODCAST: How waste management impacts plastic circularitySINGAPORE (ICIS)—Governments in Asia-Pacific have implemented several legislations such as Extended Producer Responsibility and Mandatory Post Consumer Recycled Polymer Content in packing as they work towards their sustainability goals.Waste management is crucial in order to achieve plastic circularity. Countries such as Korea with a stronger waste management infrastructure have a higher success rate than countries such as Indonesia, which has a more fragmented waste management infrastructure.In this podcast, ICIS Analysts Chua Xin Nee and Joshua Tan discuss the factors affecting APAC waste management infrastructure.2024-02-0508 minICIS - chemical podcastsPODCAST: China LPG Importers Navigating Global RisksSINGAPORE (ICIS)—China’s LPG demand is projected to hit 80m tonnes this year, a lower growth rate of 7% compared with last year’s 14%, as the sector grapples with a twin-fold challenge of logistics risks and weak downstream demand.China’s LPG demand growth is mainly driven by feedstock demand from the propane dehydrogenation (PDH) units, which are projected to account for around 30% of China’s propylene production this year.In this podcast, ICIS Analyst Lillian Ren shares insights on the challenges faced by the PDH operators.2024-02-0203 minICIS - chemical podcastsPODCAST: Pre-holiday Asia petrochemicals mixed on cost pressures, bleak demand outlookSINGAPORE (ICIS)--Asian petrochemicals were mixed in the weeks ahead of the Lunar New Year holidays, with some seeing an uptrend due to cost pressures. However, there is still concern about demand post the holiday.In this chemical podcast, ICIS Deputy News Editor Pearl Bantillo shares an overview of how Asian petrochemical markets have performed pre-holiday.2024-01-3103 minICIS - chemical podcastsPODCAST: Asia benzene sees crude support, pre-holiday restocking, derivative SM faces low demandSINGAPORE (ICIS)--Asia's benzene market trended upwards on account of crude gains as well some pre-Lunar New Year restocking. Downstream SM producers however, struggled with higher costs and low demand from PS, EPS and ABS. In this chemical podcast, ICIS editors Angeline Soh and Luffy Wu discuss recent market conditions with an outlook ahead in Asia.
Benzene Feb cargo sold out from pre-LNY stocking up, US demand as plants shut from winter storm
Demand for March cargoes buoyed; buyers beyond Asia worried about tightened supply with upcoming derivative additions in China
Asian s...2024-01-3104 minICIS - chemical podcastsPODCAST: Asia ethylene sees pre-Lunar New Year restocking, PVC sentiment less optimisticSINGAPORE (ICIS)--Asia's ethylene market saw tighter supply from deep-sea origins, and some restocking in January, before the Lunar New Year holiday. Downstream PVC demand was steady, but buyers in some regions like India resisted higher February offers.In this chemical podcast, ICIS editors Damini Dabholkar, Jonathan Chou and Josh Quah discuss recent market conditions with an outlook ahead in Asia.
Ethylene deep-sea supply curtailed, pre-Lunar New Year restocking takes place
NE Asia PVC supply mixed; producers struggle with squeezed margins
Indian PVC buyers resist higher offers amid sufficient availability
2024-01-2706 minICIS - chemical podcastsAsia and Europe oxo-alcohols, plasticizers markets grapple with shipping issuesLONDON (ICIS)—Imports and exports of oxo-alcohols and plasticizers are being impacted by shipping disruptions connected to security concerns in the Red Sea. - Shipping disruptions come at a time when Asian oxo-alcohols supply is already tight- European DOTP market dependent on imports from Turkey, northeast Asia- Impact of disruptions on European oxo-alcohols market dampened by weak demand outlook In this podcast, ICIS editors Nicole Simpson and Julia Tan discuss the outlook for oxo-alcohols and plasticisers in Asia and Europe.2024-01-1109 minICIS - chemical podcastsThink Tank: AI can help chemical companies tackle biggest pain pointsArtificial Intelligence (AI) can be used by chemical company leaders to help solve their biggest challenges, such as predicting demand and pricing. - AI can develop demand scenarios for chemical markets- Companies should focus AI only on their biggest pain points- AI could measure market sentiment- ICIS is developing algorithms to forecast pricing- AI allows programs to perform tasks normally carried out by humans - Machine learning is an algorithm with the ability to learn- Deep learning is a neural network which can learn from...2023-12-0545 minICIS - chemical podcastsPODCAST: GCC petrochemical markets face challenges amid economic, geopolitical uncertaintiesSINGAPORE (ICIS)—Petrochemical markets in the Gulf Co-operation Council (GCC) have faced challenges this year, owing to an unfavourable economic climate and the ongoing regional conflict.In this podcast, ICIS Markets editor Damini Dabholkar and Senior Reporter Nurluqman Suratman discuss recent market conditions in the GCC region and the outlook for 2024, ahead of the 17th Gulf Petrochemicals and Chemicals (GPCA) Forum in Doha, Qatar.2023-11-3003 minICIS - chemical podcastsAsia and Europe oxo-alcohols brace for weak demand in 2024The ICIS forecast underlines that average prices of Asia oxo-alcohols are expected to decline by 25-28% in 2024, largely caused because of new supply from the China capacity expansion plans in 2024. Demand recovery is expected to face some challenges because of the weak global economy and geopolitical instabilities.
Tight import supply lends support to Asia, Panama Canal logistics issues compound snug supply
Demand recovery for oxo-alcohols and plasticisers in 2024 to remain sluggish in Asia, Europe
European contract discussions commence; market participants cautious
In this podcast, ICIS editors Nicole Simpson and Julia Tan discuss the 2024 outlook for...2023-11-2915 minICIS - chemical podcastsRecycling outlooks and expectations ahead of ICIS' Recycled Polymers Conference 2023Hear what the ICIS Recycling Analytics team are expecting from the up-coming ICIS Recycled Polymers Conference in Brussels on 21-22nd November. Helen McGeough, Senior Analyst and global team lead for Plastics Recycling and Carol Perujo Holland and Alexander Tomczyk, plastics recycling analysts at ICIS for Europe, Middle East and Africa, talk to Senior Editor for Recycling Matt Tudball about what to expect from the packed conference agenda, and what the mood like be at the event after a very turbulent year. Click here to find out more about the Conference: https://events.icis.com/we...2023-11-1311 minICIS - chemical podcastsPODCAST: Asian MDI and adipic acid face bearish sentiment in Q4, downstream PU demand tepidSINGAPORE (ICIS)—The Asian and Middle East MDI markets continued to face bearish sentiment in Q4 2023. Most restocking for co-product adipic acid was also largely over for the year. Some capacity expansions are likely to take place over the next few years, which is likely to put some pressure on the demand-supply dynamics.In this podcast, ICIS editors Damini Dabholkar, Shannen Ng and Josh Quah discuss recent market conditions with an outlook ahead in Asia.
Asia MDI sees bearish sentiment amid poor downstream PU demand
Mideast MDI market influenced to a large ex...2023-11-0706 minICIS - chemical podcastsThink Tank: Live from the 2023 ICIS Innovation AwardsWinners and judges discuss the winning entries and the importance of continued innovation during tough economic times. - In difficult times targeted investment in innovation still vital- Europe can play to its advantages through innovation- Net zero carbon agenda drives much chemical industry innovation- Digitalization, artificial intelligence (AI) play an increasing role in innovationIn this ICIS Think Tank podcast, Will Beacham interviews David Dupont vice president specialty polyamides, Arkema; Udo Goecke head of global business solutions, Evonik Operations; Issam Lazraq global marketing director, Dow; Michael Duetsh v...2023-10-2732 minICIS - chemical podcastsPODCAST: Asia ethylene term talks kick off in Kunming amid stalemate for November spotKUNMING (ICIS) -- November arrival discussions have been locked in stalemate for Asia ethylene between a weakening downstream and rising costs. Term discussions for 2024 have kicked off, with players noting that discussions may take longer due to the uncertainties in market conditions which have been exacerbated by recent geopolitical tensions. In this podcast ICIS markets editor Josh Quah reports from China on the market conditions and outlook for ethylene in the continent. 2023-10-2001 min
Listening PostTechnologies making hydrogen happen: ICIS meets Enapter Podcast: ICIS - energy podcastsEpisode: Technologies making hydrogen happen: ICIS meets EnapterPub date: 2020-07-09Notes from Listening Post:HydrogenGet Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationExploring different technologies within the electrolyser market and pushing towards greater cost transparency is imperative if renewable hydrogen is to become cost competitive. ICIS energy market reporters David Battista and Jake Stones speak to Thomas Chrometzka, head of business development at modular electrolyser firm Enapter to find out more.The podcast and ar...2020-07-2826 min
ICIS - energy podcastsThe changing power mix in Europe - gasIn the second of a four-part series, ICIS looks at gas-fired generation in Europe – particularly the UK – and what changes to expect in coming years. Other podcasts in this series will focus on different generation types on the continent.2016-05-1910 min
ICIS - energy podcastsThe changing generation mix in Europe - nuclearIn the first of a new four-part series, ICIS looks at the state of nuclear generation in European countries and what changes can be expected over coming years. Other podcasts in this series will focus on different generation types on the continent.2016-05-1711 min