ICIS - chemical podcasts

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.

  1. قبل ١٩ ساعة

    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.

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  2. قبل يوم واحد

    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.

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  3. قبل يومين

    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.

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  4. ١٨ يونيو

    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.

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  5. ١١ يونيو

    Think Tank: Chemical distributors adapt to Middle East war impact

    BARCELONA (ICIS)--European chemical distributors are flexing their business models to ensure that supply chains still operate effectively despite the Middle East war. Chemical supply chains are becoming more flexible Supply reliability and diversification are now key competitive advantages To thrive distributors need to diversify supply chains, adopt a more ‘local for local’ approach Distributors and producers need to focus on financial stability of their suppliers and customers After Hormuz, other global trade chokepoints could be weaponized If oil prices rise to $150/barrel, interest rates may rise to 5-10% High interest rates will cause chemical industry bankruptcies In this ICIS Think Tank podcast, Will Beacham interviews Dorothee Arns, director general of the European Association of Chemical Distributors (Fecc) and  Paul Hodges, chairman of New Normal Consulting. Click here to register for the 19 June joint Fecc/ICIS CEO round tables mentioned during the podcast.

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  6. ٩ يونيو

    Sustainably Speaking: Making food grade rPOs commercially viable

    Recycling editor Sam Lovatt speaks to Nextek CEO Ed Kosior about the company's new European food grade recycled polyolefin technology, the recycling market in general, 2030 deadlines and everything in between.

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  7. ٢ يونيو

    Think Tank: Oil spike risk to $150 threatens chemical industry, economy

    A potential surge in oil prices to $140–150/barrel could trigger demand destruction, volatility and disruption across global chemical markets. -          Further delays to reopening of Strait of Hormuz could see oil prices rise to $140–150/bbl -          Higher oil would drive panic buying then sharp demand destruction as downstream customers cannot absorb costs  -          Markets are already “extremely cautious and hand to mouth”, reflecting uncertainty over timing of any resolution  -          Chemical markets are most price-volatile since 2008 -          Demand is weakening due to inflation, higher interest rates and consumer pressure, hitting purchasing power -          Prolonged conflict risks inventory depletion, raising likelihood of further price shocks in oil and petrochemicals  -          China has increased exports sharply (up ~40% year on year), helping offset supply gaps but pressuring global margins  -          Asia faces the most acute supply disruption, with plant shutdowns and reduced operating rates due to feedstock shortages  -          Structural risks are rising, including plant closures and bankruptcies, particularly where high costs meet weak demand  -          Industry may be entering a “global reset”, driven by overcapacity, weak demand and sustained geopolitical disruption

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  8. ٢٩ مايو

    APIC '26: PODCAST: Olefins, vinyls players process post-war impact of Chinese exports

    FUKUOKA, Japan (ICIS)--In this podcast, ICIS editors Josh Quah, Joy Foo, Ai Teng Lim and Jonathan Chou discuss the ongoing developments in Asia olefins and vinyls on the sidelines of Asia Petrochemicals Industry Conference (APIC) 2026 conference. The editors cover trends in ethylene, propylene, butadiene and polyvinyl chloride (PVC), as well as shifting trade flows across the region.   With Chinese exports increasingly asserting a greater presence in Asia as an impact of the Mideast conflict, they discuss what this may mean for the immediate future of these products.    Unprecedented increase in Chinese olefin exports in March, April pressure markets amid demand drop-off PVC export markets contend with intensifying Chinese carbide PVC supply competition amid India monsoon season Temporary nature of Chinese exports called into question

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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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