China was among the last to lift COVID restrictions at the close of 2022, but its polymer exports remain elevated amid continued sluggish domestic demand, creating more global competition for limited pockets of demand. India has been a bright spot in the region given its demand, but not enough to fill the gap left by China. Those global flows continue to force US sellers and prices to compete as all chase the same thin pockets of demand, particularly with new polymer capacity coming online in the next few months that will push more material into export markets.
Kristen Hays, global market lead for polymers at S&P Global Commodity Insights, sat down with three polymer market experts at SPGCI to discuss the state of play as a rebound in China’s domestic demand remains key to buyers and sellers worldwide. Joining Hays were Heng Hui, senior editor in Singapore whose coverage includes Asian polyethylene, and Fumiko Dobashi, also a senior editor in Singapore whose coverage includes Asian polyvinyl chloride, and Preeti Bhagat, associate editor in Gurgaon, India, who covers India's polyethylene and PVC markets.
UK oil refining struggles in the age of energy transition
Amid ambitious expansion plans, India's steel production may face headwinds for raw material supply
Indonesia’s rice import surge, ban on Indian exports: what lies ahead for rice markets?
Does the UK need the North Sea for its energy future?
How are gas operators navigating the difficult gas environment in 2024?
Red Sea crisis forces carriers and shippers to rethink strategies as cost of operation rises
Lithium producers pump brakes on North American projects amid low prices
Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024
Supply disruptions drive copper TC to three-year low; smelters may cut production
US power markets weather winter storms with more success
Brazil’s emergence as a dominant agriculture exporter
Asian aluminum, alumina markets mixed on demand expectations, cost pressures
Confidence returns to copper markets for now, outlook for 2024 still uncertain
Winter is coming, with little gas flowing from Russia...can the US meet Europe’s demand?
Buyers’ choice: Global oversupply of single-use plastics makes recycling uneconomical
El Niño spells dire straits for shippers at the Panama Canal
Summer slump: Global recycled polymer markets wait for western markets to find solid footing
Narrow margins are back for US gas, but will producers slow output?
How have early drought conditions impacted the US harvest?
Is a nickel still worth a dime? Unpacking nickel pricing mechanisms, a year on
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast