ICIS - chemical podcasts
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Podcast Overview
<p>This podcast is brought to you by ICIS, a leading global price discovery service for the oil, energy, fertilizer and petrochemical sectors.</p>
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Publishing Since
9/1/2022
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Recent Episodes
August 11, 2026
Episode 1490: Think Tank: China slowdown deepens chemicals market pressure
China's economic downturn and expanding chemicals capacity continue to challenge global producers.China manufacturing and services contract, according to latest purchasing manager indices (PMIs)Property crisis remains an important dragAgeing population weakens domestic demandLimited stimulus constrains economic recoveryExports remain strong despite slowdownTrade barriers circumvented through third countriesChemical capacity additions remain substantial, totalling 77 million tonnes in 2026 and more in 2027Efficient mega-sites in China outcompete global rivalsMore closures expected outside ChinaRelief may emerge after 2030 as tough China environmental rules stifle more chemicals expansions In this ICIS Think Tank podcast, Will Beacham interviews ICIS director, market insights and executive engagement, John Richardson.
August 7, 2026
Episode 1489: EU, US epoxy markets faced a volatile H1, skittish geopolitics casts shadow over H2
A complex tariff landscape, geopolitical instability in the Middle East, upstream volatility and demand struggles are key talking points in the Europe and US epoxy markets.In this podcast, Heidi Finch, who covers the Europe epoxy market, and fellow senior editor Tarun Raizada, who covers the US epoxy market, recap on what has been a very volatile and challenging H1, in particular due to unsettled US-Iran geopolitics and discuss possible expectations for the H2. . In the US, higher feedstock costs, reduced Asian imports, due to the ME war, along with tariffs supported prices in H1, while demand remained largely flat. Europe prices surged during Q2, due to the ME induced war cost impacts and more domestic sourcing due to import supply chain jitters, although demand remained lowGeopolitical uncertainty makes for a hazy H2 for both regions, managing headwinds the focus, no recovery in sight
August 4, 2026
Episode 1488: Think Tank: War boosts Q2 chemicals but risks mount for rest of year
After a strong Q2, chemical companies face an uncertain second half beset by weak demand, potential feedstock shortages and River Rhine disruption.- European chemical profits rose sharply in Q2- Producers upgrade full-year earnings forecasts- Q2 gains driven by conflict-led pricing, margins- Demand weak across key sectors- Little momentum seen after Q2 uplift- Outlook clouded by geopolitical uncertainty- Rhine drought threatens logistics and supply- More force majeures possible in Europe
652 total episodes available
Recent guests on ICIS - chemical podcasts
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Morgan Condon
Guest
DOROTHEE ARNS
Guest
PAUL HODGES
Guest
Guillaume Daguerre
Guest
John Richardson
Guest
Tom Brown
Guest
Alexandra Tomczyk
Guest
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Frequently asked questions
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- What is ICIS - chemical podcasts?
<p>This podcast is brought to you by ICIS, a leading global price discovery service for the oil, energy, fertilizer and petrochemical sectors.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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