Episode 1126: Red Sea issues dominate; underlying demand yet to recover in the Europe phenol, acetone and derivatives markets

Feb 9, 2024

Red Sea shipping issues dominating the European phenol, acetone, and derivatives markets. Impact of rising sea freight and feedstock costs. Effects on VPN epoxy resin and polycarbonate markets. Low demand from downstream sectors. Outlook for acetone and phenol amid weak construction sector and unfavorable macroeconomic conditions. Potential supply pressure on the BPA in epoxy market in Europe. Lack of demand improvement. Main areas of focus for the MMA market: supply chain, market tightness, and price increases.

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Introduction

00:00 • 3min

Impact of Red Sea Shipping Disruptions

02:54 • 4min

Market expectations and outlook for acetone and phenol

07:11 • 3min

Impact of Red Sea Issues on European BPA in Epoxy Market

10:06 • 2min

Discussion on the Main Areas of Focus and Expectations for MMA Market

12:16 • 2min