ICIS - chemical podcasts

Episode 1306: PODCAST: Europe phenol, acetone and derivative chain still struggling; but a few glimmers of hope


Listen Later

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 phenol), Heidi Finch (bisphenol A and epoxy resins), Meeta Ramnani (polycarbonate), Mathew Jolin-Beech (methyl methacrylate) and ICIS senior analyst Michele Bossi (aromatics and derivatives) discuss current market conditions, in particular demand challenges, in view of residual macro and geopolitical headwinds, so far in 2025.

  • European PC under a lot of pressure by low demand and Asian imports as all suppliers try to get a piece of the small cake
  • Epoxy, BPA demand subdued, but EU ADDs for epoxy to bring some opportunities
  • Low demand thwarts phenol market, with acetone yet to offer any real margin support
  • Europe MMA facing growing pressures from rising production costs and stubbornly weak demand
  • Podcast editing by Mathew Jolin-Beech

    ...more
    View all episodesView all episodes
    Download on the App Store

    ICIS - chemical podcastsBy ICIS - chemical podcasts

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    4 ratings


    More shows like ICIS - chemical podcasts

    View all
    Bloomberg Intelligence by Bloomberg

    Bloomberg Intelligence

    399 Listeners

    Bloomberg Businessweek by Bloomberg

    Bloomberg Businessweek

    427 Listeners

    Goldman Sachs Exchanges by Goldman Sachs

    Goldman Sachs Exchanges

    983 Listeners

    Columbia Energy Exchange by Columbia University

    Columbia Energy Exchange

    392 Listeners

    Oil Markets by S&P Global Commodity Insights

    Oil Markets

    31 Listeners

    Chemical Week by Chemical Week

    Chemical Week

    8 Listeners

    Interchange Recharged by Wood Mackenzie

    Interchange Recharged

    496 Listeners

    FT News Briefing by Financial Times

    FT News Briefing

    699 Listeners

    Redefining Energy by Laurent Segalen and Gerard Reid

    Redefining Energy

    126 Listeners

    Thoughts on the Market by Morgan Stanley

    Thoughts on the Market

    1,266 Listeners

    Chemical Market Analytics | The Olefins Weekly Wrap Up by Chemical Market Analytics

    Chemical Market Analytics | The Olefins Weekly Wrap Up

    4 Listeners

    Zero: The Climate Race by Bloomberg

    Zero: The Climate Race

    195 Listeners

    Bloomberg Daybreak: Europe Edition by Bloomberg

    Bloomberg Daybreak: Europe Edition

    2 Listeners

    Bloomberg Daybreak: Asia Edition by Bloomberg

    Bloomberg Daybreak: Asia Edition

    7 Listeners

    Unhedged by Financial Times & Pushkin Industries

    Unhedged

    141 Listeners