ICIS - chemical podcasts

Episode 1337: US and EU epoxy players navigate the tariff jungle, sentiment very cautious

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Demand in the EU and US epoxy markets remains muted and the sentiment has become even more cautious, as players navigate the changing and complex tariff landscape.

In this podcast, senior editor Heidi Finch, who covers the Europe epoxy market and fellow senior editor Tarun Raizada, who covers the US epoxy market, share insights on key topics including tariffs, effects on sentiment, demand and profitability struggles.

 

  • Europe epoxy sentiment diluted in April; as Trump tariffs add to demand caution; competition from South Korea and within Europe
  • US epoxy price momentum slowed in April as players scrambled to assess impact on supply chain after duty/tariff fallout
  • Profitability still a challenge; but benzene drop in Europe provides some relief
  • Sentiment cautious in US moving forward as demand outlook far less favorable amid extended tariff uncertainty
  • Trump tariffs cast a cloud over the downstream outlook, EU players hope trade deals will be reached

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    Podcast editing by Nick Cleeve

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