Episode 1264: Meaningful recovery in the acetone and phenol chain unlikely in 2025

Weak demand continues to be a concern in the European acetone and phenol chain and in the wider chemicals industry and Q4 will remain tough, in view of year-end considerations, but when will demand turn a corner?Europe ICIS editors Jane Gibson (acetone and phenol), Heidi Finch (bisphenol A and epoxy resins), Meeta Ramnani (polycarbonate), Mathew Jolin-Beech (methyl methacrylate) and ICIS senior analyst Michele Bossi (aromatics and derivatives) discuss current market conditions, in view of residual macro and geopolitical headwinds, although easing interest rates and the trade defence investigation for epoxy brings some hopes and opportunities in Europe.