HeyJaredICIS - chemical podcasts
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- Indexed episodes, last 90 days
- 17
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Episode 1495: Think Tank: Rising gas prices will squeeze Europe chemicals, fertilizers (opens the original)
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Europe’s increasing reliance on LNG leaves chemical producers exposed to winter price and supply shocks as the Middle East war drags on. Europe has become more reliant on LNG since Russia’s invasion of Ukraine in 2022 Russian gas market share has dropped sharply from up to 40% to below 10% Strait of Hormuz closure has removed major Qatari LNG, representing 20% of global supply European storage at record low levels in percentage terms ICIS TTF prices increasingly reflect geopolitical risk premium
Episode 1494: Europe oxo-alcohols, derivatives seasonally subdued amid Rhine logistics constraints (opens the original)
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The summer lull continued to limit spot business across Europe's oxo-alcohols and derivatives markets, while Rhine water levels fell to exceptionally low levels through much of August, disrupting logistics and restricting barge traffic. Although recent rainfall has provided some relief, Rhine logistics remain a key uncertainty as market participants turn their attention to the traditional late August-September restocking period. Oxo-alcohols and butyl acetate reporter, Marion Boakye, joins acryl
Episode 1493: PODCAST: How the US-Iran conflict is reshaping India's PE, PP markets (part two) (opens the original)
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SINGAPORE (ICIS)--India's dependence on polyethylene (PE) and polypropylene (PP) imports from the Middle East has made the country vulnerable to disruptions stemming from the ongoing US-Iran conflict. In this podcast, ICIS market specialist Aswin Kondapally discusses feedstock constraints on domestic production, how China has helped bridge supply gaps, and the shifting priorities of buyers navigating logistical uncertainty. This is part two of a two-part series. PP imports from China surged to 4
Episode 1492: PODCAST: How the US-Iran conflict is reshaping India's PE, PP markets (part one) (opens the original)
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SINGAPORE (ICIS)--India's dependence on polyethylene (PE) and polypropylene (PP) imports from the Middle East has made the country vulnerable to disruptions stemming from the ongoing US-Iran conflict. In this podcast, ICIS market specialist Aswin Kondapally discusses feedstock constraints on domestic production, how China has helped bridge supply gaps, and the shifting priorities of buyers navigating logistical uncertainty. This is part one of a two-part series. PP imports from China surged to 4
Episode 1491: PODCAST: China's styrene export position strengthens; FOB China assessment gains support (opens the original)
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SINGAPORE (ICIS)--China's rapid expansion of styrene monomer (SM) capacity has transformed the country into an increasingly important exporter. By mid-2024, China's export volumes had overtaken imports, prompting ICIS to launch its FOB China SM assessment in August 2024. China became a net exporter in 2025, and growing liquidity has since increased the relevance of the FOB China benchmark. In this podcast, Senior Editor Luffy Wu reviews the progress of ICIS' SM FOB China daily assessment since i
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