In this podcast, ICIS analyst Jasmine Khoo and Mason Liang talk about the current situation and outlook for the methyl methacrylate (MMA) market.

Asia propylene (C3) market is likely to see tighter short-term supply as China propane dehydrogenation (PDH) producers are now faced with surging propane import costs due to the US-China tariff hikes. While downstream demand and end-user consumption could be negatively impacted on tariff barriers.

In this chemical podcast, ICIS senior analyst Joey Zhou and analyst Seymour Chenxia discuss what changes Asian C3 market is going to embrace in the US tariff upheaval. And the topics will be focusing on:

1. Asia propylene price trends and forecasts

2. China PDH run rate could fall below 60％ on surging costs

3. Run rate for other production routes likely to rise

4. Tariff impact to C3 derivatives and end-user consumption

Chemical companies need a razor-sharp focus on identifying and nurturing markets and customers as the trade war pulls apart decades of established ways of doing business.

- Cheap material being offered to Europe from Asian countries outside China

- We are witnessing the breakup of the post-World War 2 Western Alliance

- CEOs now have 90-day window of opportunity for scenario planning

- Uncertainty about tariffs makes it difficult to plan

- Focus on locating markets and customers amid the chaos

- Major economies threatened with recession

- Asset bubbles may be deflating