ICIS - chemical podcasts

LONDON(ICIS)--European downstream demand remains low due to inflation and high interest rates. Add logistics issues and a continuous flow of imports to that, and the doom of European petrochemical industry begins. But with the recent reduction in interest rates by ECB and increased tariffs on Asian EVs, there is hope that the acetone and phenol derivative chain might come back to its glory. Europe ICIS editors Jane Gibson (acetone and phenol), Heidi Finch (bisphenol A and epoxy resins), Meeta Ramnani (polycarbonate), Mathew Jolin-Beech (methyl methacrylate) and ICIS senior analyst Michele Bossi (Aromatics & Derivatives) discuss the latest development in imports, bans and interest rates that are likely to impact the acetone, phenol and derivatives markets.

Senior Editors for Recycling, Emily Friedman and Matt Tudball take a look at how both the US and European R-PET markets are seeing more activity around imported material, and what that means for local recyclers in the US and the EU, including:  The growing numbers of imports into the US Price competitiveness of imports vs. local material Balancing recycled content with cost-saving objectives How imports stack up against legislation in Europe

SINGAPORE (ICIS)--Asia recycled polymers markets were sluggish for the most part in 2023. In early 2024 too, challenges that dim the short-term outlook persist.Some legislations surrounding recycling were also put in place in the region over the last few years, but the obstacles that limit the growth of this sector still remain.In this chemical podcast, ICIS senior editor Arianne Perez and analysts Joshua Tan and Chua Xin Nee share their insights on the topic.

ICIS LPG analyst Yan Wang discusses narrowing propane-naphtha price spread in NE Asia due to higher naphtha prices. The impact on cracker margins is explored, with potential implications for propane demand from steam crackers.

While the butanediol (BDO) and polybutylene terephthalate (PBT) markets in Europe have benefited from challenges in importing volumes from Asia, demand remains subdued for sectors.In this podcast, ICIS Europe Engineering Plastics editor Meeta Ramnani and ICIS Europe BDO editor Yashas Mudumbai discuss the current dynamics and the outlook ahead.

Methanol has long-term potential as a major player in the energy transition, especially for use a marine fuel.-          Methanol mainly made from coal in China, natural gas elsewhere-          Used to make formaldehyde, acetic acid, in China mainly coal-based methanol to olefins (MTO)-          Q2 typically peak demand for Europe construction but subdued this year-          Concerns about overcapacity globally as new projects come onstream-          Use a marine fuel may be a big driver of growth long term-          Energy transition offers great opportunities 

Jumping freight rates, political changes and monsoons are all at play for June in various polyethylene (PE) and polypropylene (PP) markets around the world, so while it is potentially a calm month on the surface, there’s a complex mix of factors to watch.Senior editors for PE and PP, Nadim Salamoun and Ben Lake join senior editor manager Vicky Ellis to discuss the June outlook for Europe, Middle East, South Asia and Africa.

The sentiment for most fertilizer products is bearish due to a lack of strong demand globally.Following the International Fertilizer Association (IFA) annual conference in Singapore the ICIS fertilizer team discusses the latest trends and developments in the market.

MOL’s €1.3bn polyols project helps move the company’s balance from transport fuels towards chemical production, according to Peter Csaszar, senior vice president, chemicals. -          Long-term, Hungary’s MOL will move towards chemicals as demand for transport fuels declines-          Russia-Ukraine war raised importance of energy security -          Commercial scale start-up of polyols project by end summer-early autumn-          On-spec commercial production expected by end 2024-          Production targeted at Europe-          Europe chemicals still suffering, improvement expected by 2025-          MOL has 35-year contract to manage Hungary’s municipal waste -          Waste provide feedstocks for recycling, energy recovery-          New EU parliament must make industrial policy a top priority

The outlook for European PVC remains challenging, as construction activity is trending below normal seasonal levels.Analyst Valentina Cherubin and Senior Editor Chris Barker discuss expectations for the rest of 2024, including the impact of the Red Sea crisis and lower-than-expected interest rate cuts later in the year.