ICIS - chemical podcasts

Recycled Plastics senior analyst Andrea Bassetti and US Recycled Plastics senior editor Emily Friedman discuss the main takeaways from the latest round of corporate quarterly earnings calls, as they relate to the US recycled plastics industry.

Senior Editor for Recycling Matt Tudball asks Carolina Perujo Holland, Senior Analysts for Plastics Recycling, and Travis Klein, Senior Analyst for PET how the European markets compare to other regions in terms of competitiveness, impacts of regulation and feedstock costs, and what they'll be covering in their presentation at the ICIS PET Value Chain Conference. The ICIS PET Value Chain Conference runs from 6-7 March in Amsterdam. Click here to register and see the full agenda.

SINGAPORE (ICIS) --The Trump administration swiftly withdrew financial support for its hydrogen sector, while China is accelerating hydrogen expansion with strong policy backing. In this podcast, ICIS hydrogen analysts Patricia Tao and Anita Yang discuss how these developments could gradually shift the global hydrogen market’s center of gravity over the next three to five years.

Europe’s petrochemical sector is in the midst of a crisis which EU leaders can solve through bold actions, according to Ilham Kadri, president of Cefic and CEO of Syensqo.   -          More than 11 million tonnes of European chemicals capacity slated to close-          Decline can be reversed with strong EU political action  -          Simplify bureaucracy, lower energy costs, finance low carbon transition-          EU needs to stimulate demand for low carbon products, create level playing field against global competition -          Time to turn words into action through EU Clean Industrial Deal, new chemicals strategy-          Chemicals CEOs in Europe need to examine their portfolios to identify where they can win against global competitors-          Europe has a lot to offer – cutting edge technology, talent-          Region needs a strong economy and that is only possible with strong chemical industry

What with tough financial results from some producers, the threat of tariffs and upstream price wobbles, 2025 already has a lot to discuss for Europe polyethylene (PE) and polypropylene (PP) senior editors. Vicky Ellis and Ben Lake look back on January trends and what's being tussled over for February in contract talks.They touch on LyondellBasell's Q4 results,  Dow CEO Jim Fitterling's downbeat view on demand, early February market trends and ICIS' article about the SE Asia PE plant shutdowns deemed necessary for rebalancing.Podcast edited by Will Beacham

LONDON (ICIS)--Relatively stable demand expectations is anticipated to be met with evolving global supply dynamics within the European acrylonitrile-butadiene-styrene (ABS) and acrylonitrile (ACN) markets in 2025.In this latest podcast, Europe ABS report editor Stephanie Wix and her counterpart on the Europe ACN report, Nazif Nazmul, share the latest developments and expectations for what lies ahead. Geopolitics-led macroeconomic challenges dampen prospects of demand resurgence  Balanced-to-long supply dynamics anticipated to endure  Players assess impact of EU ADD investigation on ABS imports from South Korea, Taiwan ABS is the largest-volume engineering thermoplastic resin and is used in automobiles, electronics and recreational products.ACN is used in the production of synthetic fibres for clothing and home furnishings, engineering plastics and elastomers.

Senior Editor, Recycling, Matt Tudball talks to Helen McGeough, Global Recycling Analytics Team Lead about some of the key topics that will be discussed at the upcoming ICIS PET Value Chain Conference on 6-7 March in Amsterdam. Topics include:  Improving the supply chain for recycled PET Getting access to good-quality feedstocks Deposit Return Schemes (DRS) growing in Europe Impact of high feedstocks on R-PET prices Spreads between virgin PET and R-PET

Paul Hodges, Chairman of New Normal Consulting, dives into the implications of the revived trade war under Donald Trump on the chemical industry. He discusses the urgent need for businesses to seek stability through local supply chains amid chaos. The conversation explores the costly and complex nature of reshoring, while highlighting how emerging technologies like 3D printing and AI can facilitate local production. Hodges emphasizes the risks for export-dependent US chemicals and the balance needed in global trading relationships.

In a changing financial and political landscape, the global base oils market is wavering between new capacity from the east and closely watching the US for new developments. 2025 looks set to pose new questions for investors and market can see changes at the touch of a key stroke. A widening spread between approved and unapproved Group III material A wave of new capacity, with plants particularly in Singapore and India adding competition to Group I A tight supply of Brightstock and shifting spread between domestic and export volumes The US dollar rally making Euro purchases more costly Potential for US tariffs on Canada and Mexico and possible impact on crude flows ICIS experts Samantha Wright, Mike Conolly and Sophie Udubasceanu discuss the top five drivers to watch in 2025.Base oils are used to produce finished lubes and greases for automobiles and other machinery.

Women are under-represented in the chemical industry and companies are missing the benefits diversity bring to leadership teams.  -          It could take 50 years for women to achieve gender equality -          Women under 30 have closed the gender pay gap-          But inequality increases at more senior levels-          Burn out is a major problem for female executives-          Companies with diverse workforces out-perform  -          Women deterred from choosing roles which are male-dominated-          Chemical industry only has 30% female workforce globally -          More flexible working arrangements very important -          Women in Chemicals aims to help females achieve their ambitions