ICIS - chemical podcasts

Editors Nicole, Marion, Mathew, and Cameron discuss the improved supply in oxo-alcohols, stable demand amidst economic pressures, challenges in import availability, and price stability. They also delve into the balanced supply situation, demand challenges, and uncertainties in the glycol ethers sector.

SEOUL (ICIS)--In this podcast, ICIS markets editor Josh Quah shares an update on the ethylene (C2) market in Asia based on discussions during the Asia Petrochemical Industry Conference (APIC) 2024. S Korea Jun cracker run rates may see some downward adjustment, though unlikely to be significant Jul arrival demand uncertain amid turnarounds, some recovering margins C2 export allocations to hinge on polymer profitability APIC 2024 is being held in Seoul, South Korea, from 30-31 May.

The soda ash market narrative reminds one of Dickens' A tale of two cities: "It was the best of times, it was the worst of times [...]we had everything before us, we had nothing before us."From the vertiginous highs of the post-pandemic boom to the slumbers brought in by high borrowing costs, soda ash players are navigating rougher seas with lows elongated compared to typical cyclical troughs and highs that had exhausted anyone involved in selling the molecule for over two years. Likewise, the promises of a boom in consumption via the lithium carbonate to support lithium ion battery-run electric vehicles is also tempered by the idea that global oversupply could through the molecule back into the depressed mode and low margin era it has known for decades.Demand from the from the all-important flat glass applications servicing the construction and auto industries have stabilised after a year-long slow decline and is likely to remain slower in H2.Regionalism is at all time highs. And Supply from China is once again in the line of mire.ICIS soda ash editors Anne-Sophie Briant-Vaghela from Europe, Helen Lee from Asia, and Bill Bowen from the US talk about the changing market conditions as China switches from net exporter to net importer in Q1-Q2. 

Chemical distributors are seeing signs of a sequential improvement in demand, but increasing geopolitical volatility threatens any recovery, according to the head of trade group Fecc. -          Sequential improvement in demand, destocking winds down-          Red Sea disruption highlights continuing fragility of supply chains-          Geopolitics creates growing instability and volatility -          Europe chemicals need political support -          Permitting needs to speed up to enable low carbon energy transfer-          South Korea chemicals under intense pressure to consolidateClick here to download the 2024 ICIS Top 100 Chemical Distributors In this Think Tank podcast, Will Beacham interviews Dorothee Arns, Director General of Fecc (European Association of Chemical Distributors), ICIS Senior Consultant Asia John Richardson and Paul Hodges, chairman of New Normal Consulting. 

SINGAPORE (ICIS) -- Recycled polymers markets in Asia faced different market dynamics, driven by various factors like additional capacities, inflationary pressures and support from downstream demand. Asia R-PET trade to gain support from new extrusion capacities within Asia and long-haul markets Asia R-PE to continue to perform poorly in H2 in line with cheaper virgin PE prices and inflationary pressure which impacts finished goods demand Uptake from the automotive sector lends support to Asia R-PP, with trade expected to be moderate until end of the year In this podcast, Asia recycling editor Arianne Perez discusses trends in the market as well as what lies ahead.

Chemical companies can gain recognition as leaders in innovation, and also evaluate their own new product pipeline by taking part in the ICIS Innovation Awards, according to last year's winner. ICIS Chemical Business deputy editor, Will Beacham, interviews David Dupont, Arkema’s vice president specialty polyamides. Click here to find out how to enter this year’s  ICIS Innovation Awards. Entry deadline Friday 7 June. 

SINGAPORE (ICIS) -- Northeast Asia continued to see an oversupply of ethylene, and downstream margins remained weak. The supply-demand balance is expected to improve with a slowdown in capacity growth in China. In southeast Asia, the market is likely to continue to be under pressure in H2 2024. NE Asia in oversupply as players begin looking to H2 2024 arrivals Standalone-based derivatives margins remain weak NE Asia and US arbitrage weighs on SE Asia market, downstream demand tepid In this podcast, Markets Editor Josh Quah and Analysts Amy Yu and Shariene Goh discuss trends in the Asian ethylene market and what we can expect in the near future.

In this podcast, ICIS editors Hwee Hwee Tan and Jady Ma discuss current trends in Asia's acetic acid market. 

SINGAPORE (ICIS)--Earlier than usual re-stocking activities of gasoline blend stocks had curbed the price gains for paraxylene (PX) in Asia, while a lack of strong demand growth in the downstream purified terephthalic acid (PTA) and polyester markets had kept market confidence low.   Key PX bullish factor is the limited new capacity expansions Asia adds two new downstream PTA capacities in the first half of the year ICIS expects PX prices to be supported in Q3, but Q4 to face a downward pressure  In this podcast, Senior Editor Samuel Wong and Senior Analyst Jimmy Zhang discuss trends in the Asian PX market and what we can expect in the near future.

The White House announced on 14 May that it would increase tariffs on $18 billion worth of imports from China to protect American workers and businesses. How will this latest development impact China’s LPG supplies from the US, which was the second largest LPG exporter to China in 2023, following the Mideast.  In 2018, China raised the import tariff on US LPG from 1% to 25% in retaliation to tariffs hikes implemented by the former US president Donald Trump.   In this podcast, ICIS Analyst Lillian Ren shares insights on the potential impact on Chinese imports of LPG, including propane and butane.