Episode 1426
Episode 1426: PODCAST China PE Tug-of-War Geopolitics vs. Overcapacity
Is China’s polyethylene market heading for a crash or a recovery? In the latest ICIS podcast, sen...
ICIS - chemical podcasts · ICIS - chemical podcasts
February 3, 20265m 15s
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Show Notes
Is China’s polyethylene market heading for a crash or a recovery? In the latest ICIS podcast, senior industry analyst Joanne Wang sits down with Amy Yu , Asian PE lead from Analytical team to dive into the "tug-of-war" defining 2026. Together, they break down how the 6.2 million-tonne capacity surge is clashing with sudden price shocks caused by Middle East tensions.