Episode 1482: Think Tank: Hormuz tensions bring renewed threats to oil and chemical markets
About this episode
The episode discusses the impact of renewed US-Iran tensions and Russian refinery disruptions on oil and chemical markets.
Renewed US-Iran tensions and Russian refinery disruptions are raising concerns over energy supplies, inflation and chemical market demand. • Prolonged disruption could trigger a major supply shock • Russian refinery outages are tightening fuel product supplies • Chemical markets remain cautious despite rising crude prices • Higher energy costs could fuel inflation and demand weakness • Global oil inventories and reserves continue to decline • China’s slowdown is weighing on petrochemical demand • Chemical buyers are delaying purchases amid uncertainty • Demand destruction may limit chemical price increases • Companies should strengthen resilience against market shocks 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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