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Moscow, Russia Brussels, Beijing, China Belgium Houston, Texas - - PowerPoint PPT Presentation

Jun 28, 2023 9 likes •349 views

Moscow, Russia Brussels, Beijing, China Belgium Houston, Texas Seoul, Riyadh, KSA South Korea Porto Alegre, Brazil SB rubber SB latex Polybutadiene rubber Ex Nitrile rubber Styrene monomer ABS Resins ADN/HMDA

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  • Beijing, China
  • Seoul,

South Korea

  • Houston, Texas
  • Moscow, Russia
  • Brussels,

Belgium

  • Porto Alegre, Brazil
  • Riyadh, KSA
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Ex

SB rubber SB latex Polybutadiene rubber Nitrile rubber Styrene monomer ABS Resins ADN/HMDA

Ex

Butyl rubber Polyisobutylene Methyl Methacrylate Isoprene monomer MTBE ETBE

Ex

LLDPE / HDPE Comonomer Specialities

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Source : Dewitt

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0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5 500 1000 1500 2000 2500 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 Delta Butadiene Naphtha Ratio Euro Per Metric Ton Ratio

Source : CMAI

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1.60 1.87 North America 2.28 2.11 Europe 1.02 1.23 South Korea 0.52 0.51 Taiwan 1.87 1.95 China 0.24 0.21 S.E. Asia* Production Domestic Demand *S.E. Asia here only includes Malaysia, Singapore & Indonesia

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Source : Dewitt

163 310 230 372 93 117 100 165 168 42

100 200 300 400 500 600 2009 2010 2011 2012 FC 2012

Raff-1 BTD CC4

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106 211 243 284 71 76 192 240 256 64 100 200 300 400 500 600

2009 2010 2011 2012 FC 2012 Raff-1 BTD CC4

79 66 130 131 284 71 127 234 200 218 180 45 50 100 150 200 250 300 350 400 450 500 2008 2009 2010 2011 2012 FC 2012

BTD CC4

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N.W. Europe U.S. Gulf N.E. Asia S.E. Asia

India

36 kt 79 kt 55 kt 66 kt 64 kt

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40% 50% 60% 70% 80% 90% 100% 0.0 0.5 1.0 1.5 2.0 2.5 3.0 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Production (-1.2/-0.2) Domestic Demand (-1.6/0.9) Total Capacity (0.3/0.0) Forecast Million Metric Tons Operating Rate

(% AAGR = 06-11/11-16)

Source : CMAI

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54% 27% 8% 11%

2005 : 100m Mts

Naphtha Ethane Propane Other 46% 35% 8% 11%

2015 : 150m Mts

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0.0 2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

  • N. America
  • S. America

Europe CIS & Baltics Indian Subc. NE Asia Africa/Middle East SE Asia Million Metric Tons

Source : CMAI

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0% 20% 40% 60% 80% 100% 120% 20 40 60 80 100 120 140 95 97 99 01 03 05 07 09 11 13 15 Energy Ratio Ratio Crude Oil Pipeline Gas TX US Dollars Per Barrel Oil Equivalent

Source: Purvin & Gertz

Source : CMAI

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Company Location Increase Timing

BDE EXTRACTION BASF/Yangzi PC Nanjing, China 130 2011 Q3 Fushun PC Fushun, China 120 2012 Q2 Sichuan PC Chengdu, China 150 2012 Q3 Sinopec Wuhan Wuhan, China 120 2013 Q1 Indian Oil Panipat, India 138 2013 Q1 Daqing PC Heilong, China 90 2013 Q1 CPC Lin Yuan, Taiwan 110 2013 Q2 PBI Cilegon, Indonesia 100 2013 Q3 OPAL Dahej, India 95 2014 Q1 Shanghai PC Jinshan, China 65 2014 Q1 Braskem Bahia, Brazil 160 2014 Q1 ON-PURPOSE TPC Houston, US 300 2015 / 2016 RENEWABLE Braskem Rio Grande do Sul , Brazil 100 2013

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  • 800
  • 600
  • 400
  • 200

200 400 600 800 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

  • N. America

Europe Africa/Middle East Indian Subc. NE Asia SE Asia Net Exports Net Imports Thousand Metric Tons

Source : CMAI

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Cedric VILLIERE

Senior Trader – Olefins Brussels, Be Tel: +32 2 354 68 62 Cell: +32 478 33 60 30 @: c.villiere@integra-global.com Y!: villiere_c

  • Beijing, China
  • Seoul,

South Korea

  • Houston, Texas
  • Moscow, Russia
  • Brussels,

Belgium

  • Porto Alegre, Brazil
  • Riyadh, KSA