The Waiting is the Hardest Part: Global polymer markets awaiting rebound in domestic China demand
Commodities Focus18 Touko 2023

The Waiting is the Hardest Part: Global polymer markets awaiting rebound in domestic China demand

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.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(652)

African swine fever: Spain's pork sector faces trade and animal feed challenges

African swine fever: Spain's pork sector faces trade and animal feed challenges

African swine fever is adding fresh uncertainty to Spain's pork market, reshaping trade flows and influencing feed buying decisions. As exporters navigate disease-related restrictions and changing glo...

9 Loka 15min

El Niño and agriculture: Shrimp markets face uncertainty over crop quality, feed prices

El Niño and agriculture: Shrimp markets face uncertainty over crop quality, feed prices

The ongoing El Niño is reshaping global seafood markets by warming Pacific waters and disrupting rainfall, currents, and nutrient flows. Shrimp producers face disease risks, salinity fluctuations, flo...

22 Syys 20min

Why food inflation is no longer just about supply and demand

Why food inflation is no longer just about supply and demand

The next phase of food inflation may be determined as much by energy policy and geopolitics as by crop yields. In this episode of Platts Commodities Focus podcast, the S&P Global Energy news team expl...

17 Syys 22min

El Nino and agriculture: How are Asian rice markets navigating the weather risks?

El Nino and agriculture: How are Asian rice markets navigating the weather risks?

The National Oceanic and Atmospheric Administration has forecast high chances of El Nino developing in 2026, potentially disrupting weather patterns worldwide. Renewed weather volatility driven by a s...

24 Heinä 22min

Asian LNG under pressure: what comes next for prices amid the Middle East conflict?

Asian LNG under pressure: what comes next for prices amid the Middle East conflict?

Asian LNG markets are facing renewed pressure as the US–Iran conflict raises concerns over supply security and shipping through the Strait of Hormuz. With the initial price shock now absorbed, the foc...

20 Heinä 15min

From Hormuz to Gulf ports: tracing a logistics shock through the poultry trade

From Hormuz to Gulf ports: tracing a logistics shock through the poultry trade

The Middle East imports the majority of the chicken it consumes, with Brazil the dominant origin and most cargo routed through the Strait of Hormuz to Gulf ports. When that route was effectively disru...

14 Heinä 17min

India's carbon market: from design to implementation

India's carbon market: from design to implementation

India's emerging compliance carbon market under the Carbon Credit Trading Scheme (CCTS) is moving into its early implementation phase, with an intensity-based design that sets operational-level obliga...

13 Heinä 18min

India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?

India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?

India's corporate renewable energy market is entering a new phase. While International Renewable Energy Certificates still lead the way for buyers seeking flexibility, simplicity, and cost-effective c...

17 Kesä 16min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
rss-rahamania
rss-startup-ministerio
oppimisen-psykologia
rss-karon-grilli
sijoituspodi
rss-paasipodi
rss-lahtijat
rss-bisneksen-pehmea-puoli
rss-elama-jota-rakastat
rss-hereilla
rss-kahavia-ja-markkinointia-podcast
rss-porssipuhetta
sijoitusovi-podcast