2018 Wood Mackenzie Asia Polyester Conference

Agenda

• 12 November 2018

  • Networking Evening

    6:00 PM - 8:00 PM

• 13 November 2018

  • Registration

    8:30 AM - 9:00 AM

  • Outlook for the regional economy: 2019 and beyond

    9:00 AM - 9:35 AM

    Overview of the regional economy A look at Asia’s growth engines: China and India The economic impact of political risk in China and India

    • Overview of the regional economy
    • A look at Asia’s growth engines: China and India
    • The economic impact of political risk in China and India

  • Energy & Feedstocks

    9:35 AM - 10:10 AM

  • China in the world of polyesters: the strengths of China, the weaknesses of China

    10:10 AM - 10:45 AM

    China as number one in capacity and production volumes, quality, costs and speed and raw materials What China cannot do in volumes, quality and value-added services China's other disadvantages, and why other polyester markets continue to grow Why China can dominate but not conquer the world of polyesters

    • China as number one in capacity and production volumes, quality, costs and speed and raw materials
    • What China cannot do in volumes, quality and value-added services
    • China's other disadvantages, and why other polyester markets continue to grow
    • Why China can dominate but not conquer the world of polyesters

  • Morning Break

    10:45 AM - 11:15 AM

  • PTA: Is 2019 going to be another balanced year?

    11:15 AM - 11:50 AM

    Possible landscape change for global trade Appetite for new investments for net importing countries Trends in PTA pricing outside China

    • Possible landscape change for global trade
    • Appetite for new investments for net importing countries
    • Trends in PTA pricing outside China

  • Paraxylene in Asia – Will 2019 be the tipping point?

    11:50 AM - 12:25 PM

    2018 in review Update on new PX capacity (mega refinery-chemicals projects and plant restarts) Outlook on 2019

    • 2018 in review
    • Update on new PX capacity (mega refinery-chemicals projects and plant restarts)
    • Outlook on 2019

  • Networking Lunch

    12:25 PM - 1:40 PM

  • MEG: The imminent threat of oversupply and forced rationalisation

    1:45 PM - 2:20 PM

    Coal-based MEG – How big is it really going to get? US – The new Middle East Survival of the fittest – Who will have to bow out?

    • Coal-based MEG – How big is it really going to get?
    • US – The new Middle East
    • Survival of the fittest – Who will have to bow out?

  • Is the world ready for a surge in polyester fibre capacity?

    2:20 PM - 2:55 PM

    Chinese volumes remain dominant but capacity also rising in other regions Widespread demand for polyester fibres across regions and applications Sustainability – opportunity and risk

    • Chinese volumes remain dominant but capacity also rising in other regions
    • Widespread demand for polyester fibres across regions and applications
    • Sustainability – opportunity and risk

  • Networking break

    2:55 PM - 3:25 PM

  • The Spring of China’s PET industry

    3:25 PM - 4:00 PM

    Global, Asia and China PET Demand and Supply in 2018 Margin Surge of China's PET and the reasons How long the good margin could maintain in China's PET industry

    • Global, Asia and China PET Demand and Supply in 2018
    • Margin Surge of China's PET and the reasons
    • How long the good margin could maintain in China's PET industry

  • Managing polyester environmental issues: Key industry challenges and successes

    4:00 PM - 4:35 PM

    What are the environmental issues facing the polyester value chain? Are there possible improvements for conventional polyester chip? Will there be trade-offs to consider?

    • What are the environmental issues facing the polyester value chain?
    • Are there possible improvements for conventional polyester chip?
    • Will there be trade-offs to consider?

  • Closing Comments

    4:35 PM - 4:45 PM