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ICIS is the expert provider of wholesale energy prices and market information for the global energy markets. To find out more about our coverage, download the latest energy white papers and analysis, visit us at www.icis.com/energy
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Joe Kamalick ICIS Americas Chief Correspondent gives his take on developments in Washington DC.
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The latest petrochemical market news and analysis from the ICIS Americas team.
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A podcats about islam in many persfective
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Episode 189: 新产能阶段性集中落地,中国丁辛醇产量将连续刷新历史高点
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近期丁辛醇新装置投产集中,产能产量快速提升,下游需求扩张缓慢,丁辛醇市场将阶段性供大于求。国内产量提升,叠加海外装置检修,丁辛醇短期净进口量将明显缩减,但持续性仍依赖于海外装置运行情况。
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Episode 421: The impact of the upcoming US election on the global oil market
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Wondering how the upcoming US election could impact US oil production and benchmark crude prices? Listen to Eloise Radley, Senior Market Reporter and Ignacio Sotolongo, Senior Editor at ICIS discuss this topic.
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本期播客邀请了ICIS分析师周莹、陈夏诗筠来探讨2024年亚洲丙烯市场价格走势及供需展望,音频时长约为13分42秒,欢迎收听。
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Episode 187: 丁辛醇市场或将面临供需面的双重压力,新产能是关注焦点
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本期播客邀请了ICIS分析师高春游来探讨丁辛醇市场的现状和展望,音频时长约为3分11秒,欢迎收听。
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Episode 186: 2024年上半年中国MMA市场持续受供应紧张及需求复苏支撑
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本期播客邀请了ICIS市场分析师梁易一起探讨中国MMA市场,音频时长约为3分41秒,欢迎收听。
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Episode 420: CEE gas markets volatile on Russian supply uncertainty, German levy
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Germany has announced a higher-than-expected increase in the German storage fee from 1 July, even though the levy is expected to be scrapped at the start of 2025. The announced short-term rise combined with Austria’s OMV warnings about a possible gas supply curtailment amid a court case ruling lifted European gas prices in the second half of May. T…
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Episode 185: 播客:印度高库存及国内下游行业不佳,施压醋酸市场需求
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在本期播客中ICIS分析师马玉成以及陈慧慧就近期醋酸市场情况进行探讨,时长约为4分28秒。
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Episode 184: ICIS与您共同回顾Chinaplas2024热点话题
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于4月23-26日在上海举办的第三十六届Chinaplas 2024国际橡塑展刚刚落下帷幕,“高端”、“出口”以及“新材料”成为了展会上的热词。 本期的播客中,ICIS分析师施小芳、肖智博、帅璐、王业勍和仇燕为大家盘点了橡塑展上关于聚烯烃和聚酯方面的热门话题和市场动向。
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Chinaplas2024国际橡塑展即将盛大开幕,想要了解聚烯烃市场最新热点和化工数据吗?4月23日-26日欢迎您莅临国家会展中心6.2展厅K42展位与ICIS行业专家面对面交流,我们期待与您会面,不见不散!
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Episode 419: The recent US oil boom and the industry's future in a key election year
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Eloise Radley, Energy Market Reporter, and Ignacio Sotolongo, Senior Editor at ICIS, sit down to discuss how geopolitics has impacted US oil production in recent years and how things could change if we see a new administration in November.
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Episode 182: 中国国产三类基础油品质不断提升,其需求份额不断挤压进口三类油市场
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本期播客邀请了ICIS基础油市场分析师石蕴智来和我们分享近年来中国三类基础油的供需格局变化,以及介绍ICIS新增的国产三类基础油估价点,音频时长约为2分58秒,欢迎收听。
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Episode 418: Can sustainable fuels help to decarbonise the transport sector?
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Deputy Crude Editor Cecilia Barreiro and Energy Market Reporter Eloise Radley sit down with Market Editors, Nazif Nazmul and Shruti Salwan to discuss how we can tackle the transport sector in a transitioning world. Are sustainable fuels the answer to decarbonising transportation? Or is there a lack of support in Europe? Join us as we address the cu…
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本期播客邀请了ICIS聚乙烯市场分析师王业勍和李斯佳一起探讨亚太PE市场,音频时长约为 4分52秒,欢迎收听。
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近年来亚洲聚丙烯市场有大量新产能投产,对市场供需和贸易流产生了影响,2023年亚洲PP价格因此承压,2024年聚丙烯市场新增产能投放情况如何,内贸及出口市场又会有怎样的变化? 本期播客邀请了ICIS聚丙烯市场分析师肖智博以及Jackie探讨亚洲的PP市场,音频时长约为4分49秒,欢迎收听。
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Episode 179: 播客:中国丙烯腈行业2024年上下游投产错峰或给市场带来短期机会
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本期播客邀请了ICIS分析师聂姗姗来探讨2023年国内丙烯腈行情走势并分享2024年市场展望,音频时长约为3分35秒,欢迎收听。
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12月下游调油和化工需求淡季效应突出,年前调油备货或推迟至12月底至来年1月 年底东南亚需求亦逢淡季,中国甲苯出口交投活跃度有限 2024年一季度原油减产计划仍存不确定性,两苯底部支撑不稳
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自2021年起中国酚酮产能开始进入高速扩能期,至2023年年底中国酚酮产能预计将达到约1051万吨/年。考虑到后续山东市场交投体量的上涨,日间交投活跃度增加,以及未来山东市场在全国苯酚/丙酮份额占比提升等因素,ICIS决定在2024年1月2日新增苯酚和丙酮山东估价点。 本期播客邀请了ICIS分析师刘易和梁易就中国苯酚和丙酮供需市场进行探讨,音频时长约为6分50秒,欢迎收听。
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Episode 176: 国内丁辛醇因下游产业链不同导致的分化行情仍将持续
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本期播客邀请了ICIS分析师高春游就中国丁辛醇市场进行探讨,音频时长约为3分15秒 ,欢迎收听。
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Episode 175: 播客:11月国内成品油市场先扬后抑,后市需求面或支撑乏力
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进入11月以来,国内成品油批发市场行情呈先扬后抑走势。山东地炼开工率降至8月底以来最低点以及主营销售单位月初销售压力有限是此轮行情短暂反弹背后的原因。然而需求支撑不足以及近期原油大跌导致行情再度转为跌势。 本期播客邀请了ICIS分析师戴洁芸就中国成品油市场进行探讨,音频时长约为2分10秒 ,欢迎收听。
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Episode 174: 播客:成本持续回落加之新产能释放,中国醋酸乙烯价格月内跌幅超千元
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10月醋酸乙烯价格持续走低,与9月货紧价扬的走势形成鲜明对比,主导因素是来自原料价格和供应端两方面的共同作用。而伴随着醋酸乙烯价格逐步接近成本线附近,原料冰醋酸价格的走势是大家关注的焦点,冰醋酸市场后续走势有哪些主要的关注点?醋酸乙烯自身的供需面又会有怎样的变化呢? 本期播客ICIS市场分析师王业勍和马玉成将探讨近期醋酸乙烯市场的走势及未来关注点,音频时长约为5分钟,欢迎收听。
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本期播客邀请了ICIS丙烯市场分析师周莹及陈夏诗筠,共同探讨近期亚洲丙烯市场热点话题、未来亚洲丙烯市场供需格局及丙烯价格预测,音频时长约为9分钟,欢迎收听。
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Episode 417: Three things that could intensify tight oil supply concerns in Q4
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Crude prices rose above $90/bbl for the first time this year last week, after Saudi Arabia and Russia announced they will extend voluntary oil production cuts until the end of the year. Worries of tight supply could continue to drive oil prices higher, with some market participants even suggesting $100/bbl crude by the end of 2023. In this podcast,…
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本期播客邀请了ICIS冰醋酸市场分析师马玉成探讨冰醋酸市场持续上涨背后的原因以及未来市场关注点,音频时长约为4分半,欢迎收听。
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Episode 171: 播客:供需面现回暖信号,中国EVA年中呈反弹
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本期播客邀请了ICIS分析师王业勍和俞婷,通过回顾上半年的中国EVA市场,对下半年的供需和产业趋势进行探讨。音频时长约为12分钟,欢迎收听。
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本期播客邀请了ICIS乙二醇中国市场分析师仇燕和亚洲市场分析师王晓冰,探讨全球的乙二醇供需格局,音频时长约为5分钟,欢迎收听。 收听提示 00:46 亚洲乙二醇市场 03:13 欧美乙二醇市场
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Episode 169: 播客:亚洲市场供应上升,下半年聚乙烯利润能否维系存疑
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作为全球聚乙烯现货交易最集中的区域,亚洲现货市场供需可谓是瞬息万变。本期播客邀请了ICIS聚乙烯市场分析师王业勍和俞婷,从亚洲的聚乙烯供需格局出发,探讨中国聚乙烯市场上半年的走势及下半年的展望,音频时长约为14分钟,欢迎收听。
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Episode 416: CEE and Italy to compete over Azeri gas?
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As European countries are looking to wean themselves off Russian gas imports, buyers have been looking for opportunities elsewhere, including in the Caspian region. A number of central and eastern European countries have expressed interest in buying gas from Azerbaijan but Italian buyers who are already off-taking volumes would like to increase imp…
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本期播客邀请了ICIS丁醇市场分析师高春游以及丙烯酸及酯市场分析师施祁枫就丁醇市场及其下游情况进行探讨。
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Episode 415: Ukraine SOE corporate governance is vital for reconstruction efforts, specialist
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Corporate governance rules at Ukraine’s energy state owned enterprises (SOEs) have been critical to market reforms and to helping the country secure a long-term gas transit contract with Russia. As Ukraine is preparing to receive billions of euros for the reconstruction of its war-torn energy sector, consolidating corporate governance rules are eve…
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4月底,受华东地区丙酮供应紧张支撑,市场行情涨至今年高位。此后,供应紧张、需求疲软交织下行情窄幅震荡。5月中旬起,丙酮下游开工整体回落,率先打破市场僵局,现货行情自高位回落。短线仍需继续关注下游需求恢复情况。
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Episode 414: The impact of 24/7 Carbon-Free Energy
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In this episode, ICIS power editor Laura Mendes and Sakshi Chandra, UN Energy Engagement Analyst, for Sustainable Energy for All (SEforALL) to discuss the 24/7 carbon-free energy concept and its role in the energy transition.
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Episode 166: 新产能及低利润或继续对2023年亚洲聚烯烃市场施压
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近年来亚洲聚烯烃市场有大量新装置投产,对市场供需和贸易流产生了影响,此外,亚洲生产商面临的挑战之一是利润大幅收窄,2023年新增产能投放将继续对价格、贸易流和利润等产生影响。 本期播客邀请了ICIS分析师俞婷、帅璐及周莹就亚洲聚烯烃市场进行探讨,音频时长约为8分半 ,欢迎收听。
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进入4月,部分顺丁橡胶装置重启;然下游合成胶装置利润依旧承压,乘用车市场销售恢复缓慢,橡胶轮胎市场疲弱,部分业者对需求恢复信心不足;下半月,部分丁二烯装置计划检修,或对市场形成一定支撑。
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3月以来沿海甲醇市场价格持续下行,其中华东港口价格跌幅明显,海外供应增加的预期持续施压市场且在陆续兑现,需求不及预期加深市场下跌行情。
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Episode 413: Key takeaways of the electricity market design reform proposals
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ICIS Director of Energy Analytics, Matteo Mazzoni and Matthew Jones, Lead Analyst, discuss the key takeaways of the electricity market design reform proposals.
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SINGAPORE (ICIS)--In this podcast, Nurluqman Suratman speaks with ICIS analysts Patricia Tao and Jean Zhou about the recent developments in China's fuel oil market. - Private refiners importing more fuel oil to obtain higher refining margins - Shandong private independent refiners' fuel oil imports expected to increase - Overall China fuel oil impo…
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Episode 412: Less LNG, more nuclear power for Japan this summer?
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SINGAPORE (ICIS) - Over 5.3m tonnes of Japanese long-term LNG contracts are up for expiry in 2023 at a time when last year's largest buyer plans to reduce LNG procurement and boost nuclear and renewable power generation. How will Japan’s energy strategy influence the Asia Pacific LNG market? ICIS senior market reporter Yun Xie talks with Yuriy Humb…
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Episode 162: 供应继续增加而需求有待恢复,亚洲聚丙烯市场面临挑战
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2023年亚洲聚丙烯市场供应继续增加,尤其是中国产能增加明显,供应过剩风险加剧。而下游需求有待恢复,产能高增长将影响装置运行,亚洲聚丙烯市场面临挑战。
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亚洲苯乙烯市场目前处于明显的供过于求的现状,下游需求不足及产业链利润薄弱是导致市场交易减缓的主要原因,而远洋地区价格和需求双弱的局面,也加重了更多亚洲资源进入到中国市场的可能性。与此同时,中国自身供应也在高位,并且还有增多趋势,因此中国需求表现及未来趋势显得更为关键。
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Episode 411: EU market design reform - what to expect
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ICIS Director of Energy Analytics Matteo Mazzoni and Lead Analyst Matthew Jones discuss: what are the European Commission trying to achieve, current situation of PPAs, role of CfDs, main positions of the member states on key issues and what the outcome is likely to be.
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2023年1月下旬至今,中国基础油的下游需求较春节前有明显回暖,下游润滑油厂商均有不同程度的备货,3月份下游对于基础油的采购需求是否能继续维持?本期播客邀请了ICIS分析师石蕴智就这一局面进行探讨,音频时长约为2分30秒,欢迎收听。
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本期播客邀请了ICIS分析师王业勍就聚乙烯市场情况进行介绍。音频时长约为2分40秒,欢迎收听。
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Episode 410: Bulgarian energy developments in doubt as country gears for elections
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In 2022, when Gazprom stopped supplies to Bulgaria, the country switched at short notice from nearly full dependence on Russian gas to complete diversification. It commissioned a new interconnector with Greece, tapped LNG imports and ramped up off-takes of Caspian gas. More recently it signed a deal for access to Turkey’s infrastructure, which coul…
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本期播客邀请了ICIS MTBE市场分析师张瑜就MTBE市场情况进行介绍。音频时长约为2分54秒,欢迎收听。
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2022年DEG市场整体表现坚挺。上半年价格多胶着,下半年大幅走强,供应偏紧是主要驱动因素。国产增量不足,进口量有所缩减,DEG市场下半年去库明显,与MEG价差持续扩大。 本期播客邀请了ICIS DEG市场分析师仇燕就DEG市场情况进行介绍。音频时长约为3分52秒,欢迎收听。
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本期播客邀请到了ICIS丙烯,丁辛醇以及丙烯酸及酯市场的三位分析师,就C3产业链的情况展开讨论,时长约为5分半。
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Episode 409: What a price cap could mean for Europe's energy markets
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What could a potential price cap from the European Commission mean for Europe's energy markets? Join Ed Cox, ICIS global energy editor as he discusses implications with ICIS market development director Ben Wetherall and Richard Street, head of international regulatory affairs at Lexis Nexis.
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Episode 155: 2023年中国聚丙烯产能继续扩大,同时面临政策及经济前景带来的不确定性
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