ICIS - chemical podcasts

This podcast is brought to you by ICIS, a leading global price discovery service for the oil, energy, fertilizer and petrochemical sectors.

ICIS - chemical podcasts is a business podcast hosted by Unknown Host, with 300 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts ICIS - chemical podcasts, a business show with 300 episodes published.

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  Episode #1490

  Episode 1490: Think Tank: China slowdown deepens chemicals market pressure

  Aug 11, 202616 min

  China's economic downturn and expanding chemicals capacity continue to challenge global producers. China manufacturing and services contract, according to latest purchasing manager indices (PMIs) Property crisis remains an important drag Ageing population weakens domestic demand Limited stimulus constrains economic recovery Exports remain strong despite slowdown Trade barriers circumvented through third countries Chemical capacity additions remain substantial, totalling 77 million tonnes in 2026 and more in 2027 Efficient mega-sites in China outcompete global rivals More closures expected outside China Relief may emerge after 2030 as tough China environmental rules stifle more chemicals expansions In this ICIS Think Tank podcast, Will Beacham interviews ICIS director, market insights and executive engagement, John Richardson.

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  Episode #1489

  Episode 1489: EU, US epoxy markets faced a volatile H1, skittish geopolitics casts shadow over H2

  Aug 7, 202619 min

  A complex tariff landscape, geopolitical instability in the Middle East, upstream volatility and demand struggles 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, recap on what has been a very volatile and challenging H1, in particular due to unsettled US-Iran geopolitics and discuss possible expectations for the H2. . In the US, higher feedstock costs, reduced Asian imports, due to the ME war, along with tariffs supported prices in H1, while demand remained largely flat. Europe prices surged during Q2, due to the ME induced war cost impacts and more domestic sourcing due to import supply chain jitters, although demand remained low Geopolitical uncertainty makes for a hazy H2 for both regions, managing headwinds the focus, no recovery in sight

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  Episode #1488

  Episode 1488: Think Tank: War boosts Q2 chemicals but risks mount for rest of year

  Aug 4, 202631 min

  After a strong Q2, chemical companies face an uncertain second half beset by weak demand, potential feedstock shortages and River Rhine disruption. - European chemical profits rose sharply in Q2 - Producers upgrade full-year earnings forecasts - Q2 gains driven by conflict-led pricing, margins - Demand weak across key sectors - Little momentum seen after Q2 uplift - Outlook clouded by geopolitical uncertainty - Rhine drought threatens logistics and supply - More force majeures possible in Europe

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  Episode #1487

  Episode 1487: PODCAST: Asia PET resin market faces margin pressure, export challenges amid feedstock volatility

  Jul 29, 20267 min

  SINGAPORE (ICIS)--Asia PET resin prices have been shaped by volatile feedstock costs, while producer margins have narrowed to around breakeven levels. In this ICIS podcast, Senior Analyst Jimmy Zhang and Senior Editor Judith Wang discuss the impact of the US-Iran conflict on feedstock markets, the challenges facing Asia PET resin exports, and the outlook for the regional market. Upstream values remain a key driver of petrochemical price direction Limited vessel availability, high freight costs constrain Asia PET resin exports ICIS remains cautiously optimistic on PET resin supply-demand fundamentals

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  Episode #1486

  Episode 1486: Think Tank: War brings new risks for gas supply, especially for Europe and Asia

  Jul 28, 202633 min

  The Middle East conflict is disrupting global gas markets, with increased risks for Europe and Asia gas supply security. European storage levels below last year Germany faces particularly low inventories Middle East disruption limits LNG availability Europe competing with Asia for cargoes Gas prices likely to remain elevated Demand destruction may soften impact of low storage levels LNG market outlook shifts from surplus to deficit Chemical companies urged to plan for rising energy insecurity Diesel and petroleum increasingly short globally Risk that US may place export ban on energy products, diesel and petroleum

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