ICIS - chemical podcasts

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

  1. hace 10 h

    Think Tank: Europe more exposed as China ramps up exports, Suez Canal reopens

    Europe’s chemical industry will become increasingly exposed to competition from China, the Middle East and the rest of Asia if more shippers return to the Suez Canal. Maersk, Hapag-LLoyd reopen one Gemini service through the Suez Canal China becomes increasingly self-sufficiency in chemicals Switches from net importer to exporter for some important products Growth of chemicals post-2030 could be focussed in megasites with low carbon production linked to CCS/U (carbon capture and storage/utilization) US ethane prices have fallen, giving US producers more of a competitive advantage Introduction of US-EU trade deal will see tariffs on many US chemical imports fall from 6.5% to zero Note – this podcast was recorded on 7 July, 2026 In this ICIS Think Tank podcast, Will Beacham interviews ICIS senior consultant John Richardson and ICIS Insight Editor Tom Brown.

    27 min

  2. hace 1 día

    PODCAST: Global BD prices tumble as markets shift from supply fears to demand concerns

    LONDON (ICIS)-- Butadiene (BD) prices have tumbled globally from highs after a volatile second quarter, as markets continue to adjust to the fallout from the US-Iran conflict In this episode, ICIS Europe BD editor Melissa Hurley discusses the latest market developments and outlook with Ai Teng Lim (Asia), Elaine Zhang (China), and senior BD analysts Gawaine Preston (Europe) and Ann Sun (Asia). CFR northeast Asia BD prices have fallen significantly from March peak levels as expected supply shock failed to materialise; heavier-than-expected downstream demand losses seen China market also experienced rapid price decline; H2 focus shifts from supply recovery to demand absorption: "The key question is no longer whether supply recovers — it's whether demand can absorb it." - Senior BD Analyst Ann Sun  Asia and China remain the key balancing markets, expected to absorb surplus BD exports from Europe and the US Prices may face further near-term weakness before stabilising, while the timing of new Asian capacity additions remains the biggest uncertainty for the market US July BD contracts also lower on improved supply and weaker global pricing Focus podcast by Ai Teng Lim, Elaine Zhang, Gawaine Preston, Ann Sun and Melissa Hurley. Additional reporting by Preeti Sriram.

    13 min

  3. 1 jul

    Think Tank: The story of a Lebanese chemical distributor

    Running a chemical distribution company in a conflict zone such as Lebanon requires determination and agility to keep the business running while ensuring the safety of employees.  -          High levels of stress but a resolve to adapt to conflict conditions  -          Very difficult operating environment with displaced population -          Maintaining stock levels is a key challenge -          Hazardous material moved to a warehouse out of Beirut and away from other high-risk zones  -          Back-up office created to allow work to continue during times of high conflict -          Less transport by sea through port of Beirut and more via land crossings to Syria -          Impossible to get insurance coverage for logistics in conflict zones -          Shift of commercial terms to cash in advance before delivery -          Banking system has become very primitive In this Think Tank podcast, Will Beacham interviews Dany Njeim, CEO of RN Chemicals, based in Lebanon and Italy and Paul Hodges, chairman of New Normal Consulting.

    15 min

  4. 29 jun

    PODCAST: Phenol & Acetone Derivatives: Volatility, Supply Shifts and a Fragile Q3 Outlook

    LONDON (ICIS)--A turbulent Q2 saw the phenol and acetone value chain rocked by geopolitical disruption, cost inflation and shifting supply-demand dynamics, with prices surging before easing as markets rebalanced. In this Q2 episode of the Acetone and Derivatives podcast, ICIS experts unpack the key drivers across phenol, acetone, BPA, epoxy and polycarbonate, and explore a cautious, uncertain outlook for Q3 amid weak demand, ample supply and ongoing global volatility. MMA markets editor Mathew Jolin-Beech is joined by Acetone and phenol editor Jane Gibson, Heidi Finch senior editor for the European BPA and epoxy resins, Sam Lovatt on PC, and Michele Bossi - analyst for the chain.

    30 min

  5. 25 jun

    Think Tank: Sale of stockpiles explains China’s massive wartime export boost

    From March to May, China has exported record amounts of chemicals despite falling production as companies work through huge inventories built up over the past few years. China chemicals production has fallen, but exports are soaring Inventory levels in China are much higher than people suspected Higher prices mean that this is now being exported China operators still run despite poor economics, domestic demand They have been stockpiling, now selling this inventory May data confirm the trend is continuing 20% of global olefins supply has been disrupted by the Middle East war 45% of Asia ethylene supply outside of China was offline in April Record capacity additions mean oversupply will continue for 5-10 years From 2030 China will add less new capacity In this Think Tank podcast, Will Beacham interviews ICIS senior polyolefins analyst James Wilson and ICIS senior consultant John Richardson.

    38 min

  6. 24 jun

    PODCAST: Europe oxo-alcohols and derivatives markets see sentiment cool as market adjusts to falling cost base and declining geopolitical risk premium

    LONDON (ICIS)--Europe oxo-alcohols and derivatives markets continue to digest geopolitical developments regarding shifting dynamics in the Persian Gulf and the price correction lower across many feedstock markets of late. Uncertainty remains high but bearish price sentiment has been growing as availability concerns fade and demand expectations into the summer months remain relatively subdued. End users continue to exhibit caution regarding purchasing trends under the belief that prices may ease further into Q3 and beyond. Glycol ethers editor Cameron Birch speaks to oxo-alcohols and butyl acetate editor Marion Boakye, acrylate esters editor Mathew Jolin-Beech and oxo alcohols analyst Gawaine Preston about current market conditions and expectations for the near future.

    14 min

  7. 24 jun

    Increasing polyols from China to Europe a key concern at industry conference

    Rising imports from China were a central theme highlighted by multiple market players on the side-lines of the annual EUROPUR and EURO-MOULDERS conference, held in Antwerp, Belgium, on 10–11 June 2026.In this episode, European markets editor Zubair Adam for polyols who had attended the event, discusses with Isaac Tan his Asian counterpart, key developments on the China to Europe trade lane.

    6 min

  8. 18 jun

    Think Tank: Regionalization of industry will give Velogy the edge in Europe

    As the global chemical industry moves towards a more regional business model, Velogy – the new company carved out of former LyondellBasell assets – will be able to serve European customers from within Europe. Customers increasingly want to take “Europe for Europe” approach to ensure security of supply Chemical industry is moving from global to regional structure, and this will help Velogy in an oversupplied world Action needed at EU and national level to protect Europe chemicals and industrial backbone from subsidised imports Being a mid-sized €2.5 billion sales company allows Velogy to act fast Strong balance, without debt, gives Velogy a head start Adding SABIC assets will increase sales to around €8 billion SABIC acquisition expected to close in Q4 2026 Parent group AEQUITA is not a typical private equity fund with investors expecting an exit/return within a few years Five partners own the group, with experience in troubled industrial sectors such as automotive After SABIC assets are added there are no plans for closures, but some cost savings in central functions possible In this Think Tank podcast, Will Beacham interviews Richard Roudeix, CEO of Velogy and Robert Roiger, Chief Transformation Officer at Velogy and Chief Operating Officer at AEQUITA.

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

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    ICIS - chemical podcasts
  • Años de actividad
    2020 - 2026
  • Episodios
    300
  • Clasificación
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    © Copyright 2026 ICIS - chemical podcasts
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