ICIS - chemical podcasts

Episode 1408: PODCAST: Global BD Market remains under pressure as weak demand and oversupply persists

Listen Later

Europe butadiene (BD) editor Melissa Hurley discusses the current market conditions and challenges facing the global market with editors Ai Teng Lim, Stephanie Cervantes and BD analyst Gawaine Preston.

  • BD Asia prices hit two-year lows in November due to heavy deep-sea imports from Europe, US, and South America.
  • NE Asia received 250,000 tonnes of deep-sea cargoes in first three quarters of 2025 (up 100,000 tonnes versus 2024).
  • Local production in China impacted by maintenance; BR futures may influence BD pricing sentiment
  • European export prices to Asia dropped sharply, indications below naphtha cost
  • January-July 2025 European BD exports to Asia four times larger than 2024 volumes
  • Local European demand underperforming; suppliers extracting less BD
  • Crude C4 (CC4) length persists despite low cracker rates
  • Longer term CC4 availability in Europe diminished due to cracker closures
  • Domestic US market steady to long; tire imports from Asia hurt US tire manufacturing.
  • US BD production stable; supply long; prices near breakeven resulting in suppliers considering or undergoing co-cracking activities
  • Minor Q1 turnaround in 2026 running concurrently alongside major cracker turnaround could keep supply and demand fundamentals balanced

    • Additional reporting from Industry Analysts Elaine Zhang and Ann Sun. 

    ...more
    View all episodesView all episodes
    Download on the App Store
    ICIS - chemical podcastsBy ICIS - chemical podcasts
    • 4.4
    • 4.4
    • 4.4
    • 4.4
    • 4.4

    4.4

    7 ratings

    More shows like ICIS - chemical podcasts

    View all
    Exchanges by Goldman Sachs

    Exchanges

    975 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,170 Listeners

    The McKinsey Podcast by McKinsey & Company

    The McKinsey Podcast

    392 Listeners

    Chemical Week by Chemical Week

    Chemical Week

    6 Listeners

    Inside the Strategy Room by McKinsey & Company

    Inside the Strategy Room

    169 Listeners

    FT News Briefing by Financial Times

    FT News Briefing

    665 Listeners

    Behind the Money by Financial Times

    Behind the Money

    223 Listeners

    ICIS - energy podcasts by ICIS Energy

    ICIS - energy podcasts

    2 Listeners

    The View (by: The Chemical Company) by The Chemical Company

    The View (by: The Chemical Company)

    6 Listeners

    Argus Media by Argus Media

    Argus Media

    11 Listeners

    Think Fast Talk Smart: Communication Techniques by Matt Abrahams, Think Fast Talk Smart

    Think Fast Talk Smart: Communication Techniques

    812 Listeners

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

    Chemical Market Analytics | The Olefins Weekly Wrap Up

    5 Listeners

    Bloomberg Daybreak: Europe Edition by Bloomberg

    Bloomberg Daybreak: Europe Edition

    3 Listeners

    The Chemical Show: Where Leaders Talk Business by Victoria Meyer

    The Chemical Show: Where Leaders Talk Business

    34 Listeners

    The Economics Show by Financial Times

    The Economics Show

    138 Listeners