Episode 1265: US and EU epoxy players poised for upcoming anti dumping decisions
LONDON (ICIS)--Demand in EU and US epoxy markets remains sluggish, in a still difficult climate, ...
ICIS - chemical podcasts · ICIS - chemical podcasts
Audio is streamed directly from the publisher (icisnews-europe.podomatic.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
LONDON (ICIS)--Demand in EU and US epoxy markets remains sluggish, in a still difficult climate, but players are eagerly awaiting anti-dumping duty (ADD) decisions which could provide some domestic demand support into 2025.
Senior editor Heidi Finch, who covers the Europe epoxy market, and fellow senior editor Tarun Raizada, who covers the US epoxy market, share insights on key topics discussed at a recent industry event, current market sentiment and near-term expectations.
- Markets muted in Q4 so far, still fragile climate
- US market subdued ahead of November duty announcements
- US players in wait-and-watch mode, no major supply/demand forecasting taking place
- Slight degree of optimism in US epoxy for 2025, but year-over-year growth expectations tempered
- EU likely to gain share into 2025, due to the ADD case
- EU macroeconomics improving slowly, but fundamental recovery likely to take longer, geopolitics major risk
Podcast editing by Will Beacham