Episode 1341: APIC '25: NE Asia ethylene, PVC spot demand slows on potential start up delays

BANGKOK (ICIS) -- Northeast Asia ethylene and polyvinyl chloride (PVC) markets have seen a slower-than-expected tempo of spot talks for June cargoes, with the main driver of uncertainty being unclear start up timelines from new ethylene derivative expansions, particularly from Chinese PVC.Around 1.5million tonnes/year new PVC supply may face start-up postponementsImport discussions on ethylene slow pending clearer demand picture PVC demand clouded by India-Pakistan tensions amid pre-monsoon seasonIn this chemical podcast, ICIS editors Jonathan Chou and Josh Quah discuss their findings from the Asia Petrochemical Industry Conference (APIC) 2025, held in Bangkok, Thailand.