ICIS - chemical podcasts
Episodes
Episode 1173: Think Tank: Decarbonized power sector offers opportunities for Europe chemicals resurgence
08 May 2024
Contributed by Lukas
Europe’s chemical industry stands to benefit in the long-term from the expansion of wind, solar and other low carbon methods of producing energy.- G...
Episode 1172: PODCAST: APIC '24: Asia PVC shaped by ample supply, impending policy changes in India
08 May 2024
Contributed by Lukas
SINGAPORE (ICIS) – Asia's polyvinyl chloride (PVC) markets are expected to see some uncertainty in the coming months, with factors like China’s do...
Episode 1171: PODCAST: Asia BDO pressured by slowing demand in late-Q2, oversupply
08 May 2024
Contributed by Lukas
SHANGHAI (ICIS)—Asia’s 1,4-butanediol (BDO) market continues to be pressured by oversupply amid slowing demand.With the first peak season in March...
Episode 1170: PODCAST: Asia olefins face hurdles on upstream volatility, growing supply
07 May 2024
Contributed by Lukas
SINGAPORE (ICIS) – Asia's olefins brace for headwinds amid sustained weak demand in May, although some support is expected from curtailed supply in ...
Episode 1169: NPE'24: Markets face sustainability, risk management, technology challenges and opportunities
06 May 2024
Contributed by Lukas
ORLANDO (ICIS)--NPE2024 is underway in Orlando, Florida, after a 6 year hiatus, and Senior Market Editor Emily Friedman and Senior Marketing Executive...
Episode 1168: Think Tank: Geopolitical risks threaten recovery of economy, chemicals
03 May 2024
Contributed by Lukas
A more optimistic outlook for the global economy and chemicals could be jeopardized by rising geopolitical instability. - Current downt...
Episode 1167: Downcast sentiment on European demand at polyurethane event
30 Apr 2024
Contributed by Lukas
Market players expressed bearish views on consumption throughout value chains at the recently concluded polyurethanes exhibition and conference UTECH ...
Episode 1166: Chinaplas '24: China's polymer industry moving fast toward high end development amid fierce competition
30 Apr 2024
Contributed by Lukas
SINGAPORE (ICIS)--ICIS analyst Sijia Li, Yvonne Shi, Zhibo Xiao, Lucy Shuai, Joanne Wang and Cindy Qiu discuss the development trend of China's polyol...
Episode 1165: Europe, US epoxy resins try to boost margins while fighting fierce competition from China
29 Apr 2024
Contributed by Lukas
The European and US epoxy resins markets are facing a tug of war between margin and cost struggles versus still fragile underlying demand and competi...
Episode 1164: Caution, closures, mismatched demand and recycling - big themes from World Polyolefins 2024
26 Apr 2024
Contributed by Lukas
The choppy economic backdrop, unprecedented growth of global polyolefins capacity, and how Europe can pivot under pressure from chunky legislation, we...
Episode 1163: PODCAST: European oxo-alcohols, derivatives markets attention remains on supply changes, demand still subdued
25 Apr 2024
Contributed by Lukas
LONDON (ICIS)--In April, for European oxo-alcohols and derivatives markets the focus has remained on supply-side changes to drive market sentiment and...
Episode 1162: Think Tank: Cracker closures could be first of a big wave as overcapacity grows
23 Apr 2024
Contributed by Lukas
Recent cracker closure announcements in Europe and Japan may be the first of many as the industry grapples with chronic overcapacity driven by China a...
Episode 1161: Chinese and Iranian supply to determine urea trend
23 Apr 2024
Contributed by Lukas
The urea market is expected to remain subdued as Chinese exports resume over the next few months and given Iranian producers eagerness to move product...
Episode 1160: PODCAST: Production constraints keep Asian BD spot trades buoyant in Q1, demand outlook mixed
22 Apr 2024
Contributed by Lukas
SINGAPORE (ICIS) – Persistent production constraints have driven Asia’s spot prices for butadiene (BD) to near two-year-high levels, but how the r...
Episode 1159: Europe Asia oxo-alcohols, plasticizers markets react to unplanned shutdowns, sudden tightness
19 Apr 2024
Contributed by Lukas
The arbitrage between Europe and northeast Asia opened up in Q1 as OQ Chemicals declared force majeure on oxo-alcohols at its German site, tightening ...
Episode 1158: ICIS looks forward to meeting you at Chinaplas2024.mp3
19 Apr 2024
Contributed by Lukas
SINGAPORE (ICIS)--In this podcast, ICIS Analyst Sijia Li and ICIS Senior Industry Analyst Joanne Wang talk about highlights in in polyolefin market to...
Episode 1156: PODCAST: Asia, Mideast PET sees need-based buying, geopolitical factors weigh on sentiment
18 Apr 2024
Contributed by Lukas
SINGAPORE (ICIS) – Buying in Asia and the Middle East polyethylene terephthalate (PET) markets remained relatively need-based, with factors like geo...
Episode 1157: Think Tank: EU close to signing off most important packaging regulation in decades
17 Apr 2024
Contributed by Lukas
Europe is finalizing the Packaging and Packaging Waste Regulation, with far-reaching implications for both virgin and recycled polymer producers. - ...
Episode 1156: PODCAST: Asia recycled polymers see slow 2023; legislations, waste management to shape future
17 Apr 2024
Contributed by Lukas
SINGAPORE (ICIS)--Asia recycled polymers markets were sluggish for the most part in 2023. In early 2024 too, challenges that dim the short-term outloo...
Episode 1155: PODCAST: China PDH run rates to rebound from historical low in Q2
11 Apr 2024
Contributed by Lukas
SINGAPORE (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 be...
Episode 1154: Think Tank: Walls go up around the world against China chemicals exports
10 Apr 2024
Contributed by Lukas
Governments around the world are accelerating moves to impose anti-dumping duties as China ramps up exports of excess chemicals capacities. - ...
Episode 1153: April gear change eyed for Europe PE, PP ahead of ICIS World Polyolefins Conference in Vienna
09 Apr 2024
Contributed by Lukas
April is opening differently to March for Europe’s virgin polyethylene (PE) and polypropylene (PP) markets, and has been slow to start after the Eas...
Episode 1152: Think Tank logistics special: why fracturing global supply chains may benefit ISO tank container market
03 Apr 2024
Contributed by Lukas
The chemical ISO tank container market may benefit from the shift to regional supply chains as well as growth in low carbon supply chains.- ...
Episode 1151: 2024 Plastics Recycling Conference recap and key takeaways
02 Apr 2024
Contributed by Lukas
Analyst Joshua Dill, Senior Analyst Andrea Bassetti, and Senior Market Editor Emily Friedman reflect on their experiences and key takeaways from the 2...
Episode 1150: PODCAST: A Tale of Two Olefins - Diverging Trends in Asia's Olefins Market
27 Mar 2024
Contributed by Lukas
SINGAPORE (ICIS)--Asia's ethylene (C2) market will see northeast Asia supply in Q2 remain ample on the back of relatively high run rates at northeas...
Episode 1149: PODCAST: Asia continues to see healthy PVC supply as India launches ADD inquiry
27 Mar 2024
Contributed by Lukas
SINGAPORE (ICIS) – China’s continuing real-estate sector woes ensured healthy exports, especially to the major market of India. Supply continued t...
Episode 1148: PODCAST: Asia Pacific's sustainability-related regulations complex, landscape remains fragmented
27 Mar 2024
Contributed by Lukas
SINGAPORE (ICIS) -- The importance of regulations cannot be overlooked as countries work towards their sustainability targets. However, the regulatory...
Episode 1147: PRC '24: PODCAST ICIS recycled plastics experts highlight key topics, trends for week ahead
26 Mar 2024
Contributed by Lukas
GRAPEVINE (ICIS)-- The Plastics Recycling Conference is underway in Grapevine, Texas, and Senior Market Editor Emily Friedman and Senior Analyst Andre...
Episode 1146: PODCAST: Oxo-alcohols and derivatives - March 2024
19 Mar 2024
Contributed by Lukas
LONDON (ICIS)--With the already challenging supply chains taking a further hit with the force majeure declared by OQ on oxo-alcohols, there is growing...
Episode 1145: Think Tank: Plastic recyclers need maximum protection as chronic overcapacity hits virgin markets
19 Mar 2024
Contributed by Lukas
Governments must do much more to protect recycled polymer producers in the West as rising oversupply in virgin markets, led by China, threatens to und...
Episode 1144: Think Tank: Why stock markets soar yet chemicals slump
12 Mar 2024
Contributed by Lukas
Stock markets around the world are surpassing previous highs while the chemical industry continues to be bogged down by low demand, poor profitability...
Episode 1143: Chinese Group III base oils grabbing market share of imports amid quality upgrading
12 Mar 2024
Contributed by Lukas
SINGAPORE (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.
Episode 1142: Asia and Europe BDO markets face contrasting supply conditions, but downstream demand remains subdued
08 Mar 2024
Contributed by Lukas
The Asian and European butanediol (BDO) markets have faced differing availability during Q1, with Europe dealing with tightness because of the difficu...
Episode 1141: Think Tank: Indorama, BASF strategy shift could signal end of integrated European sites
05 Mar 2024
Contributed by Lukas
High costs and cheap imports from Asia may force the owners of integrated petrochemical sites in Europe - such as Indorama Ventures and BASF - to impo...
Episode 1140: Technical grade urea demand on the rise as AdBlue sales grow
05 Mar 2024
Contributed by Lukas
Market activity for technical grade urea (TGU) appears to be gathering pace in several regions like Europe and Asia, backed by growing demand for AdBl...
Episode 1139: Podcast-Europe, Africa, Turkey PE/PP March Outlook
04 Mar 2024
Contributed by Lukas
LONDON (ICIS)--The global PE/PP market has been rocked by the disruption to Red Sea shipping, which has sent prices soaring, following sustained perio...
Episode 1138: PODCAST: Tight supply sustained for Asia and Europe oxo-alcohols market in March
01 Mar 2024
Contributed by Lukas
On 27 February, OQ Chemicals' oxo-alcohols unit in Oberhausen, Germany went offline amid technical issues, further tightening supply in Europe. Asia...
Episode 1137: PODCAST: Europe oxo-alcohols, derivatives markets mainly characterised by snug supply in February
29 Feb 2024
Contributed by Lukas
LONDON (ICIS)--European oxo-alcohols and most of its derivative markets have largely been defined by supply constraints, on the back of upstream chall...
Episode 1136: Think Tank: Antwerp Declaration shows chemicals CEOs mean business
27 Feb 2024
Contributed by Lukas
Leaders are now more willing to stand up and demand positive action by the EU to save the region’s industrial value chains. - Antwer...
Episode 1135: Europe methanol, acetic acid, PTA chain disrupted by Suez constraints
23 Feb 2024
Contributed by Lukas
European editors Eashani Chavda and Nick Cleeve discuss the latest trends for methanol, acetic acid and purified terephthalic acid (PTA) in this ICIS ...
Episode 1134: PODCAST: Challenge of European PVC market supply-demand remains
21 Feb 2024
Contributed by Lukas
The overall picture for European polyvinyl chloride (PVC) is bleak; the market is likely to be impacted by oversupply in 2024, and demand will still b...
Episode 1133: Think Tank: How Red Sea, Panama Canal troubles influence chemicals, LNG
21 Feb 2024
Contributed by Lukas
Chemicals and liquefied natural gas (LNG) players are switching from global to a more regional approach to their markets as logistics challenges cause...
Episode 1132: PODCAST: Asian olefins to see support amid tighter supply; Panama congestion persists
21 Feb 2024
Contributed by Lukas
SINGAPORE (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 C...
Episode 1131: Phosphates, ammonia markets on standby due to low demand
19 Feb 2024
Contributed by Lukas
As the phosphoric acid settlement for Q1 is announced and India is eagerly awaiting further details on government subsidies, phosphates markets editor...
Episode 1130: PODCAST: Sustainability, "cautiously-optimistic" outlook among key takeaways at The Packaging Conference
16 Feb 2024
Contributed by Lukas
Senior Editor, Recycling in the US, Emily Friedman and VP for the PET chain Antulio Borneo discuss their takeaways from The Packaging Conference held ...
Episode 1129: PODCAST: Asia R-PE, R-PET see slow 2023; legislations, waste management to shape future
15 Feb 2024
Contributed by Lukas
SINGAPORE (ICIS)--Asia recycled polymers markets were sluggish for the most part, in 2023. In early 2024 too, challenges that dim short-term outlook...
Episode 1128: Think Tank: More trade barriers, regional isolation could protect Europe, US chemicals
13 Feb 2024
Contributed by Lukas
As EU and US leaders seek to protect regional industries from global oversupply, more trade barriers may protect chemical producers in Europe and the ...
Episode 1127: Podcast: Petcore Europe 2024 - key takeaways for the R-PET market
12 Feb 2024
Contributed by Lukas
Senior Editor, Recycling, Matt Tudball and Senior Analyst, Plastics Recycling, Helen McGeough discuss the key takeaways from the recent Petcore Europe...
Episode 1126: Red Sea issues dominate; underlying demand yet to recover in the Europe phenol, acetone and derivatives markets
09 Feb 2024
Contributed by Lukas
Red Sea shipping issues have been the hot topic in Q1 with import delays opening up domestic demand opportunities and leading to a firmer price sentim...
Episode 1125: Europe polyol imports to face various hurdles
06 Feb 2024
Contributed by Lukas
Europe polyols editor Zubair Adam and Asia editor Shannen Ng take an in-depth look at the current trade flows between Europe and Asia and discuss the ...
Episode 1124: Think Tank: Saudi chemical producers under pressure as ethane price soars
06 Feb 2024
Contributed by Lukas
Saudi Arabian petrochemical producers face a steep increase in production costs as the state-controlled price of ethane rises towards free market leve...
Episode 1123: Red Sea effects provide impetus for shifting sentiment in Europe and US epoxy markets, amid margin struggles
05 Feb 2024
Contributed by Lukas
After a prolonged stagnant period, the Europe and US epoxy resins markets are showing some signs of a firmer sentiment, due to Red Sea shipping effect...
Episode 1122: PODCAST: How waste management impacts plastic circularity
05 Feb 2024
Contributed by Lukas
SINGAPORE (ICIS)—Governments in Asia-Pacific have implemented several legislations such as Extended Producer Responsibility and Mandatory Post Consu...
Episode 1121: PODCAST: China LPG Importers Navigating Global Risks
02 Feb 2024
Contributed by Lukas
SINGAPORE (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 se...
Episode 1120: PODCAST: Pre-holiday Asia petrochemicals mixed on cost pressures, bleak demand outlook
31 Jan 2024
Contributed by Lukas
SINGAPORE (ICIS)--Asian petrochemicals were mixed in the weeks ahead of the Lunar New Year holidays, with some seeing an uptrend due to cost pressures...
Episode 1119: PODCAST: Asia benzene sees crude support, pre-holiday restocking, derivative SM faces low demand
31 Jan 2024
Contributed by Lukas
SINGAPORE (ICIS)--Asia's benzene market trended upwards on account of crude gains as well some pre-Lunar New Year restocking. Downstream SM producers ...