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.
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ICIS - chemical podcasts
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Latest episode
Jul 8, 2026
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Episodes
Episode 1311: US MDI tariffs to rejigger Asian and European import markets 03.03.2025 3:09
LONDON (ICIS)--Recent escalations in the US-China tariff war are set to create waves in the Asian and European import markets for methylene diphenyl diisocyanate (MDI). Isocyanates Europe editor Zubair Adam and Asia editor Shannen Ng show case the key developments.
Episode 1310: PODCAST: Europe oxo-alcohols, derivatives markets face pressure from higher feedstock costs in February Video 28.02.2025 9:42
LONDON (ICIS)--The European oxo-alcohols and derivatives markets have seen a mix of stable to firm pricing coming into February. Focus is shifting towards what demand trends may look like into the spring months and on current supply disruptions in the market. Glycol ethers report editor Cameron Birch speaks to oxo-alcohols editor and butyl acetate editor Marion Boakye, acrylate esters editor Mat J...
Episode 1309: Think Tank: Hopes pinned on Clean Industrial Deal as Europe deindustrialisation gathers pace 25.02.2025 18:08
Europe’s petrochemical sector will need to see bold moves in the EU’s Clean Industrial Deal to help reverse its decline. - May be a conflict between aim of making Europe more competitive and environmental goals - Europe is in the “last chance saloon” to halt deindustrialisation - Europe industry burdened by high cost of energy, CO2 - Improved connectivity for re...
Episode 1308: Europe MX and PX chemical demand braces for headwinds 19.02.2025 5:29
In this podcast, market editors Zubair Adam (MX) and Miguel Rodriguez Fernandez (PX) discuss the challenges for future demand.
Episode 1307: Sustainably Speaking: How EU regulation is changing the landscape for recycling in Europe and beyond 19.02.2025 29:47
John Richardson , Market Development Director, hosts this new series of ICIS podcasts focusing on the subject of sustainability, and more specifically, recycling. In this first episode, John speaks to Helen McGeough , Global Plastics Recycling Analytics Team Lead, and Matt Tudball , Senior Editor for Recycling, Europe about how EU regulation is impacting the European recycling market now and in th...
Episode 1306: PODCAST: Europe phenol, acetone and derivative chain still struggling; but a few glimmers of hope 18.02.2025 27:43
LONDON (ICIS)--Halfway through Q1 - and it is no surprise that there are still a host of challenges facing the phenol, acetone and derivatives chain. These include high energy costs, ongoing poor demand and the uncertainty around future trade flows given fresh Asia capacity and any tariffs – and reciprocal tariffs - from the new Trump administration. Europe ICIS editors Jane Gibson (acetone and ph...
Episode 1305: Think Tank: How to accelerate drive to net zero carbon along chemical value chains 18.02.2025 36:50
The Global Impact Coalition (GIC) aims to bring chemical companies and value chain partners together to solve challenges on the road to net zero carbon. - Collective effort will bring down the cost of sustainable solutions - GIC is spin off from the World Economic Forum - Major chemical company members include BASF, SABIC, Clariant, Covestro, LyondellBasell, Mitsubishi...
Episode 1304: Sustainable plastics notably quiet, yet impactful in latest earnings 14.02.2025 10:57
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.
Episode 1303: Exploring Europe PET and R-PET competitiveness ahead of ICIS PET Value Chain Conference 12.02.2025 12:48
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 Conferen...
Episode 1302: PODCAST: US hydrogen subsidy halt vs. China’s expansion – what’s next for the global market? 12.02.2025 7:22
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.
Episode 1301: Think Tank: Only strong political action can save EU chemicals 11.02.2025 40:12
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 carbo...
Episode 1300: Europe PE/PP eyes seeds of January rebound, braces for February battle 10.02.2025 21:04
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...
Episode 1299: PODCAST: Europe ABS, ACN demand stability expected amid evolving supply landscape 07.02.2025 15:24
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 ah...
Episode 1298: ICIS Chemical Podcast: Look ahead to ICIS PET Value Chain Conference 05.02.2025 13:10
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 feeds...
Episode 1297: Think Tank: Trump 2.0 trade war will destabilise chemical value chains, boost reshoring 04.02.2025 15:22
As US president Donald Trump revives his trade war, business leaders may seek certainty by switching to local and regional supply chains. - Businesses need stability, certainty to make investment decisions - Trade war could drive more national/regional industrial and chemical supply chains - But reshoring can be very expensive and time-consuming - New technolog...
Episode 1296: Podcast: Top 5 Base Oils Drivers to watch in 2025 30.01.2025 14:43
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...
Episode 1295: Think Tank: Chemicals must do more to boost female leadership 28.01.2025 35:03
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...
Episode 1294: Europe oxo-alcohols, derivatives markets mostly sluggish into 2025 27.01.2025 11:05
LONDON (ICIS)--European oxo-alcohols and derivatives markets have been slow to start up in the new year as familiar factors suppress consumption. Players were hoping for reasonable restocking activity this month, following the destocking period that took place in late Q4 2024, but spot activity has been below expectations for many players down the value chain. Oxo-alcohols & butyl acetate repo...
Episode 1292: Major new Cefic report models paths to net zero carbon emissions by 2050 23.01.2025 34:02
Detailed modelling by Europe’s principal chemicals trade association analyses different potential routes and technologies as the industry moves towards its aim of carbon neutrality by 2050. - Report aims to guide chemicals to 2050 EU Green Deal goal of climate neutrality - Takes into account Scope 1, 2, 3, embedded carbon and end of life emissions - Modelling covers man...
Episode 1291: Asia and Europe BDO continue to see weak demand at the start of 2025, with further overcapacity looming 23.01.2025 9:57
Asia BDO editor Corey Chew and European BDO editor Yashas Mudumbai discuss the long supply and low demand conditions across the two regions, and whether regular trade flow will resume after the Lunar New Year holidays.
Episode 1290: PODCAST: Asian BD market bullish on supply constraints, but demand outlook hazy 17.01.2025 7:45
SINGAPORE (ICIS) – Asian spot market for butadiene (BD) saw a bullish start to 2025, as prices in both Chinese yuan and US dollar terms surged dramatically. In this latest podcast, ICIS senior editor Ai Teng Lim and industry analyst Elaine Zhang come together to discuss the factors moving prices and to take a peek into what may lie ahead for downstream demand. Domestic China prices surge on suppl...
Episode 1289: PODCAST: European Bioplastics Conference recap with Alex Tomcyzk 15.01.2025 16:43
At the end of 2024, the European bioplastics industry met to discuss innovations, barriers to growth and the future outlook for production capacity, demand and changes in legislation. ICIS Recycling Analyst Alexandra Tomczyk attended the conference and updates us on the current state of play for the bioplastics market. Some of the key takeaways included: Global capacities are set to grow rapidly...
Episode 1288: Think Tank: Gaza ceasefire could reopen Suez Canal, reset container trade system 14.01.2025 26:51
A ceasefire in the Gaza conflict could potentially end attacks in the Red Sea, reopening the Suez Canal and normalising the Asia-to-Europe container shipping route. - Gaza ceasefire could stop Houthi attacks on Red Sea shipping - Route via Cape of Good Hope takes 10 days longer than Suez Canal - Reopening Suez would add 10 days of chemicals inventory to the market - ...
Episode 1287: Think Tank: Top trends that will steer chemical industry in 2025 10.01.2025 31:35
Chemicals leaders must plan for a year in which powerful trends will alter the markets they serve, promising another period of rapid change across the industry landscape. - Global overcapacity will get worse this year, ICIS Supply & Demand data shows - Depressed demand set to continue - Donald Trump tariffs may change trade flows, fuel inflation - China ec...
Episode 1286: PODCAST: Asia ethylene to be impacted by US turnarounds, supply from northeast Asia 08.01.2025 7:54
SINGAPORE (ICIS) -- Asia ethylene editor Josh Quah and analyst Aliena Huang talk about the Asia outlook for ethylene arbitrage cargoes for 2025 with markets editor Damini Dabholkar. Ethylene loadings from US in December continue to favour southeast Asia destinations More intra-Asia tradeflows between northeast and southeast Asia expected for H1 2025 Increasing ethane competitivity and demand may...
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