ICIS - chemical podcasts

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ICIS - chemical podcasts is a business podcast hosted by Unknown Host, with 300 episodes on record and a Required Pod Score of 80.

Unknown Host hosts ICIS - chemical podcasts, a business show with 300 episodes published.

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  Episode #1500

  Episode 1500: PODCAST: Europe oxo-alcohols, derivatives markets' cost uncertainty persists as 2027 contract discussions begin

  Sep 30, 202614 min

  LONDON (ICIS)--Europe oxo-alcohols and derivatives markets continue to face high cost uncertainty and volatility as Q4 beckons. Sentiment in the market remains widely mixed after a subdued start to the autumn on the purchasing side. As 2027 contract discussions commence, there is a renewed focus on sourcing origin, particularly for products which were more exposed to Middle East origin export constraints this year, as well as the close attention being paid to anti dumping duty investigations still ongoing in some cases. Glycol ethers editor Cameron Birch speaks to oxo-alcohols and butyl acetate editor Marion Boakye and acrylate esters editor Mathew Jolin-Beech about current market conditions and expectations for the near future.

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  Episode #1499

  Episode 1499: Think Tank: BASF merger with Evonik could create integrated regional leader

  Sep 29, 202623 min

  BARCELONA (ICIS)--As Europe’s chemical industry battles for survival, a BASF tie up with Evonik could form a regional leader capable of competing in a chronically oversupplied global market. Complementary portfolios could create integrated champion Regional leaders offer scale and broader market resilience Local-for-local manufacturing is replacing globalisation European capacity closures reflect severe cost disadvantages Global overcapacity may keep worsening through 2028 Political support remains essential for Europe’s chemical industry survival In this Think Tank podcast, Will Beacham interviews ICIS Insight Editor Tom Brown and Paul Hodges, chairman of New Normal Consulting.

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  Episode #1498

  Episode 1498: Think Tank: Fecc '26 - European distributors plug supply chain gaps as war drags on

  Sep 23, 202618 min

  As the Middle East war continues, many chemical distributors in Europe are growing their sales and margins by helping customers maintain security of supply through this period of intense disruption. Middle East disruption tightens global chemical supply Higher uncertainty supports stronger distributor margins Customers buy chemicals more on a hand-to-mouth basis Stockholding helps distributors ensure reliable supply Value creation outweighs volume growth in Europe Local-for-local strategies gain importance amid geopolitical risks China now holds nearly half of chemical capacity European chemical capacity continues to shrink Distributors cautious about new Chinese supplier relationships Specialty chemicals demand deep customer partnerships In this Think Tank podcast, Will Beacham interviews Paul Hodges, chairman of New Normal Consulting. Recorded after the 2026 European Association of Chemical Distributors (Fecc) annual congress in Vienna, Austria.

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  Episode #1497

  Episode 1497: Hesitancy, US-Iran war overshadow Europe, Middle East, India PE/PP

  Sep 22, 202637 min

  This year has seen record price highs, then plunging lows, as polyethylene (PE) and polypropylene (PP) were rocked by the US-Iran war and choppy Red Sea logistics disruption. After a brief hiatus, the European PE & PP podcast returns, as ICIS senior editors unpick what the Middle Eastern war has meant for September pricing and what we expect for the rest of the year. ICIS senior editor Vicky Ellis is joined by fellow senior editors for Europe, Ben Lake and Marta Fern , Middle East editor Nadim Salamoun and India market specialist Aswin Kondapally .

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  Episode #1496

  Episode 1496: Middle East crisis threatens shortages, higher prices and inflation

  Sep 16, 202624 min

  The spread of conflict across the Middle East threatens another period of extreme market volatility, as players face up to increasing disruption with strategic reserves much lower than at the start of the conflict. • Seizure of the port of Mokha and Perim Island in the Bab Al-Mandeb Strait, threatens the closure a second key Gulf trade route • Global diesel supply critically short with Russian and Gulf refineries severely impaired • The magnitude of closed-off crude supplies and constrained oil product availability increases the risk of a 1973-74-style fuel crisis • Higher prices, tighter supply adds fuel to inflation, which could skyrocket over the next 12 months • Weaker US polyethylene margins and a slide back to negative margins in northeast Asia point to limited pricing power and weak demand • Inflation and energy costs could further hit consumer demand as northern hemispheric winter approaches We also mark the passing of friend and contributor John Richardson. If listeners have memories of John they would like to share please get in touch at ICISnews.Europe@icis.com

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