ICIS - chemical podcasts

Episode 1469: APIC '26: PODCAST: MMA downstream stays pessimistic despite easing feedstock concerns


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SINGAPORE (ICIS)--Asian methyl methacrylate (MMA) markets continue to feel the impact of supply shocks seen in early March, with no near-term resolution in the Middle East conflict.

Producers continue to grapple with costs from high-priced inventories built up during earlier panic buying, while struggling to pass these on to downstream buyers. This comes as easing feedstock conditions exert downward pressure on MMA prices.

In this podcast, ICIS senior editor Jasmine Khoo joins us from the 2026 Asia Petrochemical Industry Conference (APIC) in Fukuoka Japan, to discuss challenges in derivative markets, rising Chinese spot export activity, and an overhang of existing inventories.

  • Accumulated inventories in Mar-Apr deter buying as alternative feedstock routes add supply pressure
  • Chinese spot activity gains traction as regional producers grapple with elevated costs
  • Seasonal June lull, Mideast conflict, weak downstream confidence keep sentiment pessimistic

  • ...more
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