PODCAST: European ACN supply disruptions may increase demand from Asia, US

HOUSTON (ICIS)–European acrylonitrile (ACN) markets are in focus this month following flood-related disruptions to the supply chain from mid-July. Although market players said they are largely covered on contract volumes, prolonged disruptions in the region are likely to draw on demand from Asia and the US, where the supply environment is mixed following heavy maintenance in Asia and loosening supply in the US.

In this podcast, ICIS pricing editors Jane Massingham (Europe), Li Li Chng (Asia) and Lucas Hall (US) discuss the latest developments in the market and what can be expected in the short-term.

• AnQore reduces run rates at Dutch plant, lowers allocation levels on propylene shortages
• Dralon’s German AF plants to permanently shut later this year on ACN shortfalls
• Asia inventories tight following maintenance throughout the region
• New Chinese capacity delayed but expected in short term
• All three USG producers separately lift force majeure declarations
• Ascend has maintenance on largest unit – AN7