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As the year draws to a close, weak underlying demand persists in the European acetone, phenol and derivatives chain in a fragile macro climate, compounded by year-end inventory and working capital considerations. Other headwinds include global overcapacity led by Asia and profitability struggles in Europe in the face of high costs which have led to rationalisation plans in Europe in the chain and broader industry.Heidi Finch senior editor covering the European BPA and epoxy resins markets is joined by: Jane Gibson covering the acetone and phenol markets, Mat Jolin-Beech covering MMA, Sam Lovatt covering PC and VIP guest Michele Bossi - analyst for the chain.
Episódios anteriores
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1237 - Episode 1407: PODCAST: Europe acetone and phenol value chain still struggling and headwinds likely to persist into 2026 Fri, 14 Nov 2025
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1236 - Episode 1406: Think Tank: Asia chemicals see more competition from low cost producers in China, US Mon, 10 Nov 2025
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1235 - Episode 1405: Europe PE/PP October recap and November outlook Tue, 04 Nov 2025
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1234 - Episode 1404: - Europe PE/PP October recap and November outlook Tue, 04 Nov 2025
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1233 - Episode 1403: Think Tank: Low-carbon fuels face tough times, catalysts give technology boost Fri, 31 Oct 2025
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1232 - Episode 1402: US EO, EG operating rates could decrease on falling demand, available supply Thu, 30 Oct 2025
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1231 - Episode 1401: PODCAST: European oxo-alcohol and derivative markets stable despite supply disruptions Tue, 28 Oct 2025
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1230 - Episode 1400: ICIS & GSI Plastics: PET and R-PET Europe state of play and 2026 outlook Fri, 24 Oct 2025
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1229 - Episode 1399: K Fair 2025 - Europe PE, PP and recycled polymers round-up Fri, 24 Oct 2025
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1228 - Episode 1398: Think Tank: Bleak China data means more trouble for chemicals Fri, 24 Oct 2025
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1227 - Episode 1397: PODCAST: Asia styrene market may see bottom, oversupply constrains optimism Fri, 24 Oct 2025
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1226 - Episode 1396: PODCAST: European base oils market braced for capacity growth and RRBO growth – UEIL ‘25 Wed, 22 Oct 2025
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1225 - Episode 1395: PODCAST: K '25: Europe plastics markets face demand challenges, rising import pressure Fri, 17 Oct 2025
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1224 - Episode 1394: 2026 Asia olefin term talks kick off at China trade conference Thu, 16 Oct 2025
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1223 - Episode 1393: Think Tank: Borealis-led waste plastic initiative in Indonesia develops scalable model Wed, 15 Oct 2025
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1222 - Episode 1392: Think Tank: Europe needs radical rethink of energy, climate policy to prosper – Peter Huntsman Tue, 07 Oct 2025
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1221 - Episode 1392: Weak fundamentals to extend softness in Europe PA, plasticizers markets into 2026 Tue, 07 Oct 2025
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1220 - Episode 1391: PODCAST: US, Asia R-PET markets navigate impact of new reciprocal tariffs Fri, 03 Oct 2025
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1219 - Episode 1390: PODCAST: Asia LAB demand optimistic for 2026, more competitive than fatty alcohols Fri, 03 Oct 2025
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1218 - Episode 1389: Chems players face up to reality of continued weak outlook Thu, 02 Oct 2025
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1217 - Episode 1388: EPCA '25 PODCAST: Europe polyols and isocyanates set for demand doldrums Tue, 30 Sep 2025
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1216 - Episode 1387: Podcast: What to expect this winter for European base oils and lubricants? Tue, 30 Sep 2025
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1215 - Episode 1386: Think Tank at EPCA ’25: Decision time: support the industry or it goes away Thu, 25 Sep 2025
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1214 - Episode 1385: PODCAST: Experts dive into immediate and future impacts of tariffs on US PET/R-PET markets Tue, 23 Sep 2025
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1213 - Episode 1384: Think Tank: EPCA '25 - Focus on cash, feedstocks, consumer trends amid shifting industry landscape Fri, 19 Sep 2025
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1212 - Episode 1383: Think Tank Fecc ‘25: Christian Kohlpaintner reflects on a career in chemicals Thu, 11 Sep 2025
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1211 - Episode 1382: Europe phthalic anhydride, plasticizers markets fundamentally subdued ahead of EPCA'25 Tue, 09 Sep 2025
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1210 - Episode 1381: Think Tank: Five critical themes that will drive chemicals in Q4 Thu, 04 Sep 2025
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1209 - Episode 1380: Affordability concerns weigh on phosphates market as ammonia supply remains tight Tue, 02 Sep 2025
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1208 - Episode 1379: Sustainably Speaking - US and Asia R-PET markets see sinking prices amid global oversupply and weak downstream demand Fri, 29 Aug 2025
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1207 - Episode 1378: PODCAST: Europe oxo-alcohols and derivatives markets subdued in August Fri, 29 Aug 2025
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1206 - Episode 1377: Think Tank: AI may transform chemicals but with a human touch Tue, 26 Aug 2025
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1205 - Episode 1376: Asia biodiesel, glycerine markets navigate mixed signals Fri, 22 Aug 2025
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1204 - Episode 1375: PODCAST: Chemicals sector downcycle could run and run Fri, 22 Aug 2025
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1203 - Episode 1374: Europe methanol and MTBE markets face weak demand amid a substandard summer driving season Thu, 14 Aug 2025
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1202 - Episode 1373: Think Tank: AI, innovation and M&A could save chemicals in high-cost regions Tue, 12 Aug 2025
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1201 - Episode 1372: OUTLOOK: H2 global base oil drivers Fri, 08 Aug 2025
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1200 - Episode 1371: Think Tank: Overcapacity, AI, protectionism will transform chemical companies, markets in next 5-10 years Fri, 08 Aug 2025
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1199 - Episode 1370: Sustainably Speaking: EU's mass balance proposal, SUPD consultation a game changer for recycling Wed, 30 Jul 2025
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1198 - Episode 1369: Europe PE, PP digests July tariffs, India anti-dumping duties, August outlook Wed, 30 Jul 2025
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1196 - Episode 1367: Think Tank: Fate of Wilton, UK chemical site symptomatic of Europe’s troubles Tue, 29 Jul 2025
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1195 - Episode 1366: Europe oxo-alcohols, derivatives fundamentally weak as summer slowdown approaches Wed, 23 Jul 2025
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1194 - Episode 1365: Think Tank: Oil market turmoil could see prices tumble to $40-$45/barrel Tue, 22 Jul 2025
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1193 - Episode 1364: Think Tank: Europe chemicals must return to national/regional business model Fri, 18 Jul 2025
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1192 - Episode 1363: Europe Acetone and phenol value chain challenges from H1 to continue through H2 2025 Thu, 17 Jul 2025
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1191 - Episode 1362: PODCAST: US tariffs impact on C2, C3 gradual, starting with finished goods Thu, 10 Jul 2025
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1190 - Episode 1361: PODCAST: Asia methanol supply normalises, uncertainty over demand remains Wed, 09 Jul 2025
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1189 - Episode 1360: Think Tank: Dow closures show Europe faces choice to save chemical industry Tue, 08 Jul 2025
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1188 - Episode 1359: PODCAST: "Can we stop pretending that key economies are fundamentally strong? They are not." Fri, 04 Jul 2025
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1187 - Episode 1358: Europe MX, PX and OX chemical demand faces hardship Fri, 04 Jul 2025
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