Episode 1480: PODCAST: Global BD prices tumble as markets shift from supply fears to demand concerns
About this episode
This episode discusses the significant decline in global Butadiene prices and the shifting market dynamics from supply fears to demand concerns.
LONDON (ICIS)-- Butadiene (BD) prices have tumbled globally from highs after a volatile second quarter, as markets continue to adjust to the fallout from the US-Iran conflict In this episode, ICIS Europe BD editor Melissa Hurley discusses the latest market developments and outlook with Ai Teng Lim (Asia), Elaine Zhang (China), and senior BD analysts Gawaine Preston (Europe) and Ann Sun (Asia). CFR northeast Asia BD prices have fallen significantly from March peak levels as expected supply shock failed to materialise; heavier-than-expected downstream demand losses seen China market also experienced rapid price decline; H2 focus shifts from supply recovery to demand absorption: "The key question is no longer whether supply recovers — it's whether demand can absorb it." - Senior BD Analyst Ann Sun Asia and China remain the key balancing markets, expected to absorb surplus BD exports from Europe and the US Prices may face further near-term weakness before stabilising, while the timing of new Asian capacity additions remains the biggest uncertainty for the market US July BD contracts also lower on improved supply and weaker global pricing Focus podcast by Ai Teng Lim, Elaine Zhang…
People in this episode
Host: Melissa Hurley
Guests: Ai Teng Lim, Elaine Zhang, Gawaine Preston, Ann Sun
Topics covered
- Butadiene prices
- market developments
- supply and demand
- US-Iran conflict
- Asia market
- price decline
- global pricing
Keywords
- Butadiene
- BD prices
- market outlook
- supply shock
- demand absorption
- China market
- price decline
- Asian capacity
- global pricing
Mentioned in this episode
Organizations: ICIS
Places: US, Iran, northeast Asia, China, Europe
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