About this episode

The episode discusses the impact of geopolitical disruption and cost inflation on the phenol and acetone value chain, along with a cautious outlook for Q3.

LONDON (ICIS)--A turbulent Q2 saw the phenol and acetone value chain rocked by geopolitical disruption, cost inflation and shifting supply-demand dynamics, with prices surging before easing as markets rebalanced. In this Q2 episode of the Acetone and Derivatives podcast, ICIS experts unpack the key drivers across phenol, acetone, BPA, epoxy and polycarbonate, and explore a cautious, uncertain outlook for Q3 amid weak demand, ample supply and ongoing global volatility. MMA markets editor Mathew Jolin-Beech is joined by Acetone and phenol editor Jane Gibson, Heidi Finch senior editor for the European BPA and epoxy resins, Sam Lovatt on PC, and Michele Bossi - analyst for the chain.

People in this episode

Host: Mathew Jolin-Beech

Guests: Jane Gibson, Heidi Finch, Sam Lovatt, Michele Bossi

Topics covered

• phenol
• acetone
• supply-demand dynamics
• geopolitical disruption
• cost inflation
• market volatility
• Q3 outlook

Keywords

• phenol
• acetone
• BPA
• epoxy
• polycarbonate
• market volatility
• Q3 outlook
• geopolitical disruption
• cost inflation

Mentioned in this episode

Organizations: ICIS

Products: phenol, acetone, BPA, epoxy, polycarbonate

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