Episode 1315: Europe PE/PP firms in Feb, March means US tariffs threat and demand questions

Fresh US tariffs posing a big risk for PE, a chemical industry under threat of “extinction”, more Q4 results to pore over from EU polyolefins – there’s yet again plenty to digest for Europe polyethylene (PE) and polypropylene (PP) senior editors.

Vicky Ellis and Ben Lake are joined by senior analysts Lorenzo Meazza (PE) and Emiliano Basualto (PP) to consider February trends, what to expect in March and the rest of 2025.

Last but not least, they look at different scenarios that US tariffs will affect PE and PP.

They touch on articles including US PE exports most vulnerable to retaliatory tariffs, Saudi plans for a new Sipchem/LyondellBasell mixed feed cracker and Orlen’s Q4 petchem operating loss improving.