ICIS - chemical podcasts

SINGAPORE (ICIS) -- The ICIS recycling analyst team recently presented on Asia’s recycling market at the Asia Petrochemical Industry Conference (APIC) in Seoul, Korea, and at Alliance to End Plastic Waste’s CEO round table in Beijing, China.  Join recycling analysts Joshua Tan and Chua Xin Nee in this podcast as they have a conversation about key takeaways from both events, pyrolysis in Korea, and recycling in China. If you would like to know more about Asia’s recycling market, feel free to reach out to our recycling analysts at joshua.tan@icis.com and xinnee.chua@icis.com. 

SINGAPORE (ICIS) -- The ICIS recycling analyst team recently presented on Asia’s recycling market at the Asia Petrochemical Industry Conference (APIC) in Seoul, Korea, and at Alliance to End Plastic Waste’s CEO round table in Beijing, China.  Join recycling analysts Joshua Tan and Chua Xin Nee in this podcast as they have a conversation about key takeaways from both events, pyrolysis in Korea, and recycling in China. If you would like to know more about Asia’s recycling market, feel free to reach out to our recycling analysts at joshua.tan@icis.com and xinnee.chua@icis.com. 

Chemical companies can expect to pay even more for container space along the Asia to Europe route as attacks against shipping persist, port congestion grows and demand rises. -          Shipping rates soar amid congestion, rising demand, echoing post-pandemic era-          Shipping reliability, customer service levels have fallen-          Shippers reorganizing routes, focussing on big ports like Singapore-          Global container shipping capacity growing by 20% year-on-year -          Container fleet utilization over 90% despite rising supply-          End of Houthi Red Sea attacks would cause freight rates to collapse-          Demand rising for containers even though industrial demand is flat -          Huge investment in port, road, rail infrastructure especially in Asia-          Logistics problems leave oversupply trapped in Asia-          More trade barriers may protect regional markets

Claire Gao, an expert analyst in the oxo-alcohols market, shares her insights on current trends and challenges in this vital sector. She discusses the fluctuations in market prices, driven by shifts in demand for MBA and 2-H. Claire also highlights the supply implications in East China, revealing how new capacities may influence global trade dynamics. Additionally, she addresses potential roadblocks in international markets, making for a compelling analysis of what’s to come in oxo-alcohols.

SINGAPORE (ICIS)--Asia’s base oils supply is expected to improve slightly in H2 2024, while overall demand will likely improve towards the later part of Q3 with the onset of the seasonal peak.  Group I brightstock supply from southeast Asia and Group II supply from South Korea expected to gradually increase  India demand to pick up in September after monsoon; China demand to remain stagnant amid economic woes  Tight Group I base oils supply to remain offset by sluggish demand  In this podcast, editors Matthew Chong and Michelle Liew discuss trends in the Asian base oils market.

LONDON (ICIS)--European monoethylene glycol (MEG) editor, Melissa Hurley, explores the global glycol situation with Judith Wang, Cindy Qiu, Melissa Wheeler and Antulio Borneo. Asia tug of war between limited imports and sluggish demand Downstream polyester plants may cut operating rates further in China China MEG inventories fluctuated between 700,000 and 800,000 in June European import supply set to improve in July Tropical storm Alberto brings heavy rainfall but no impacts to gulf coast production  MEG US demand could be affected by the issues with PTA plants in Mexico Additional reporting from senior editor Judith Wang, Cindy Qiu and Melissa Wheeler and Antulio Borneo.

Marion Boakye and Nicole Simpson discuss the oversupply in the European oxo-alcohols market, sluggish demand in sectors like coatings and construction, and the impact of OQ lifting their measures. They also touch on the balanced to slightly oversupplied scenario in the butyl glycol ethers market, slow buying interest, and the stable market conditions for Acrylic Estas and Butac prices.

In this podcast, we will have Mason to talk about China MMA market. 

ICIS consultant, James Ray, describes how the shale gas revolution has benefited the US economy and chemicals plus views on demand and the green transition.-          US shale gas revolution has helped entire economy-          Low energy costs key driver of economic growth-          Post-pandemic soaring demand, crimped supply pushed margins very high-          US chemicals margins have now normalised, companies profitable-          US construction market hurt by inflation, high interest rates-          US auto industry improving but inventory still high-          Companies, consumers less willing to pay green premium in tough times-          Economics, incentives drive US business decisions-          US incentives much more effective than Europe sanctions

China's propane import growth is expected to remain strong this year although local authorities have been encouraging food catering and residential end-users to switch from bottled LPG to piped natural gas (PNG). In this podcast, ICIS LPG analysts Yan Wang , Lillian Ren and natural gas editor Yueyi Yang discuss the current market dynamics and outlook.