Episode 1421: PODCAST: Europe, US Epoxy markets struggle to find momentum, amid trade tensions and muted demand

LONDON (ICIS)--Sluggish demand, a complex tariff landscape and geopolitical instability are key talking points in the Europe and US epoxy markets.

In this podcast, Heidi Finch who covers the Europe epoxy market and fellow senior editor Tarun Raizada who covers the US epoxy market share insights on tariff uncertainty, ongoing demand and margin concerns in a troubled climate.

• Tariff and trade haze continue to cast shadows over the epoxy markets in both Europe and the US.*
• Demand remains fragile and cautious across regions, with limited restocking activity in Q1, no meaningful recovery expected in the first half of the year, some uplift hopes for H2.
• Pricing tension persists, amid margin concerns vs soft market conditions
• Europe bears the brunt of competition from South Korea,  due to EU anti‑dumping exemptions
• Possible EU review of anti‑dumping duties/SK ADD exemption could potentially level out the playing field

*Since the podcast recording, Trump has called off his 10% tariff threat from 1 February on some EU countries over the Greenland dispute  following a productive meeting with  NATO Secretary General Mark Rutte.

Podcast editing: Zubair Adam