ICIS - chemical podcasts

Episode 1423: PODCAST: Europe oxo-alcohols and derivatives markets face sluggish start to 2026

Jan 26, 2026
Cameron Birch, glycol ethers editor who analyses supply, imports and weather impacts. Marion Boakye, oxo-alcohols and butyl acetate editor tracking European supply, demand and pricing. They discuss a sluggish start to 2026, sparse spot trading and restocking hopes. Topics include butyl acetate availability, Asian arbitrage closures, feedstock and gas concerns, and maintenance-driven supply effects.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Oxo-Alcohols Restart Slowly

  • European oxo-alcohols saw a slow restart in January with sparse spot trading early in the month.
  • IBA firmed slightly amid supply constraints while NBA and 2EH eased on weak fundamentals and lower propylene costs.
INSIGHT

Butyl Acetate Faces Oversupply

  • Butyl acetate softened as supply outweighed demand despite mid-January restocking interest.
  • Chinese butyl acetate firmed, closing arbitrage and limiting imports into Europe.
ADVICE

Monitor Feedstock And Gas Closely

  • Monitor feedstock and natural gas movements closely as firming gas could tighten supply.
  • Watch upstream costs because they can quickly shift regional arbitrage and pricing dynamics.
Get the Snipd Podcast app to discover more snips from this episode
Get the app