• Episode 1244: Think Tank: Supply/demand mismatch dims prospects for chemicals recovery

  • 2024/09/17
  • 再生時間： 23 分
  • ポッドキャスト

Episode 1244: Think Tank: Supply/demand mismatch dims prospects for chemicals recovery

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  • サマリー

  • Petrochemical markets are likely to remain depressed while China and other countries continue to add significant capacity, unless big wave of closures and demand improvement help to achieve balance.

    - Global capacity additions far outstrip demand growth

    - China, Middle East, US likely to continue expansions

    - China drove the petrochemical supercycle, but no longer

    - China chemicals demand growth likely only 2-4%/year

    - Prospect of global deflation

    - Europe can focus on specialty chemicals, other niches
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あらすじ・解説

Petrochemical markets are likely to remain depressed while China and other countries continue to add significant capacity, unless big wave of closures and demand improvement help to achieve balance.

- Global capacity additions far outstrip demand growth

- China, Middle East, US likely to continue expansions

- China drove the petrochemical supercycle, but no longer

- China chemicals demand growth likely only 2-4%/year

- Prospect of global deflation

- Europe can focus on specialty chemicals, other niches
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