2019 Wood Mackenzie Americas Olefins Conference

  • The Westin Galleria Houston
  • Houston, United States
Riding out the storm:Investing in the Olefins & Derivative Industry during a period of turbulencesAfter several years of very strong profitability and demand growth, the olefins & polymers industry is approaching some major headwinds:• The impending overbuild of new production capacity faster than demand growth for many olefins and polymers• Swelling initiatives to reduce plastic consumption/waste and to increase plastic recycling• Peak transportation demand for crude oil resulting In more refinery-petrochemical integration investments• Volatile feedstock dynamics due to continued natural gas, crude oil & NGL supply growth in North America and exports to the rest of the world• An increasing potential of an economic recession that could severely impact the demand outlook for petrochemicals• Government protectionism & nationalism impacting access and trade between key petrochemical marketsWood Mackenzie's 7th Annual Olefins Conference will bring together our team of olefins & polymers experts to Houston to address these headwinds and other sources of turbulence for the petrochemical industry. Join us as we share our assessment of whether these factors are real, short or long term in nature, how they will impact the market, and what companies can do to position their businesses to survive and thrive during the upcoming inevitable turbulence.

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Agenda

  • 25 September 2019

    • Registration and Welcome coffee

    • Introduction to Olefins & Polyolefins Training - Optional

      Ethylene o Production Sources – Steam Cracking, Methanol-to-Olefins, Ethanol Dehydration o Demand Sectors – Polyethylene, Ethylene Glycol, Vinyls, Styrene, Alpha Olefins o Commercial Considerations – Market Dynamics, Prices, Logistics, Key Read More...

      Speakers

      • John joined Wood Mackenzie’s Chemical Research team in 2018 with six previous years of industry and consulting experience. He is currently responsible for ethylene and propylene analyses in the Americas region. Previous to Wood Mackenzie, John was a Principal Analyst at IHS Markit, as the lead analyst for the North American ethylene market and the accompanying advisory services; he also was responsible for the development of many econometric and supply/demand models, specifically for value chains in C2 and C4 olefins, ethylene oxide, cyclohexane, and acrylic acid. He started his career as a reliability engineer at Baker Hughes. John holds an electrical engineering degree from Purdue University (West Lafayette, IN).

      • Currently leads Wood Mackenzie’s polyolefins service, with a decade of experience in research and consulting for the commodity and specialty polyolefins; has developed strategic research tools and analytics products to integrate commodity polyolefins into the existing Wood Mackenzie chemical research Has a broad background with projects ranging from refining to petrochemicals, solvents to specialty polymers and catalysts to plastics converted goods Before joining Wood Mackenzie, Ashish held several roles at Chemical Market Resources, Inc. Here, he consulted numerous clients with market entry strategy, mergers and acquisition, project feasibility, opportunity analysis, technology evaluation and market assessment of chemicals, polyolefins and catalysts sector. Graduated from SUNY Buffalo with a BS and MS in Chemical and Biological Engineering

    • Conference Registration & Networking lunch

    • Setting the stage: the key drivers of the olefins industry

      • Keynote opening
      • Economy and Crude outlook
      • North America supply growth here to stay?
      • The Impact of North American NGL supply growth on global balances
      • The state of the petrochemicals industry: cautiously optimistic or cautiously pessimistic?

      Speakers

      • Chris joined Wood Mackenzie in 2018 and heads our NGL research team covering our short term and long term market analysis for NGL supply, demand, Infrastructure and pricing in North America. Prior to joining Wood Mackenzie, Chris spent 30 years working for Chevron where he worked in the mid and downstream space. He began his career with Chevron’s pipeline company as a commercial representative for several crude/refined products pipelines and managing director/owners representative for several operated/non-operated joint ventures. He was instrumental in building out Chevron’s global NGL asset backed trading business and has experience with integrating/managing waterborne LPG from West Africa & North West Shelf; refinery LPG off-take from the Chevron refineries in the US & Europe; an LPG import, break-bulk and bottling business’s in India and China, an LPG reticulation business in Hong Kong and Macau; and in negotiating NGL gas processing, pipeline, fractionation, storage, and export contracts in the US. Chris also spend several years running Chevron’s long range analytics group for Oil/Oil Products, Refining, NGL’s and Petrochemicals. In this capacity he was also advisor to the Chevron board of director members of ChevronPhillips Chemical Company and GSCaltex. Chris holds a BSBA degree from the University of Arizona and an MBA from the University of Houston.

      • R.T. has held various research and consulting roles within Wood Mackenzie. Currently, he contributes to the company’s detailed analysis of major upstream developments in North America. He also serves as a advisor for the company’s Macro Oils (Oil Price Outlook) service. In prior roles, he led a U.S. upstream research team and was an upstream consultant. Mr. Dukes still contributes to Woodmac’s consulting practice and has participated in projects that account for billions in upstream transactions. He has led and been involved in projects ranging from asset opportunity screenings, third-party valuations, due diligence, and strategic reviews. He is regularly interviewed and quoted by major news outlets – Chron, WSJ, FT, Bloomberg, etc. Prior to Wood Mackenzie, R.T. led a company investing in oil and gas working interests and royalties. Mr. Dukes graduated Cum Laude from Texas A&M University with a bachelors degree in accounting and a masters degree in finance. He currently serves on the Former Student Advisory Board for the Professional Program in Accounting.

      • Patrick joined Wood Mackenzie’s Chemicals team in 2013 as an experienced chemical industry professional, holding almost a decade of direct experience. In his current role, Patrick is a member of the global olefins group and integral to the development of Wood Mackenzie’s light olefins forecasts. He was previously with IHS Chemical (formerly CMAI) as a senior consultant in the EMEA region, involved in leading and performing strategic advisory projects across all of the major petrochemical value chains. Prior to joining CMAI, Patrick held various roles in the olefins division of SABIC Europe. Patrick gained prior olefins industry experience with Huntsman Corporation. Patrick is regularly sought out by clients for his detailed understanding of the olefins markets. He is a regular speaker at both Wood Mackenzie and external petrochemical conferences. Patrick graduated with a first class MEng degree in Chemical Engineering from the University of Manchester, UK.

    • Drinks Reception

  • 26 September 2019

    • Olefins Focus - Investing into an over-capacity and dynamic feedstock market

      • Olefins Producer outlook
      • Propylene : from by-product to on-product
      • Crude to chemicals: an evolution or revolution for the ethylene industry?
      • MEG - record surpluses coming: is the US cost advantage enough?
      • Unprecedented China Olefin investment: opportunity or challenge?

      Speakers

      • John joined Wood Mackenzie’s Chemical Research team in 2018 with six previous years of industry and consulting experience. He is currently responsible for ethylene and propylene analyses in the Americas region. Previous to Wood Mackenzie, John was a Principal Analyst at IHS Markit, as the lead analyst for the North American ethylene market and the accompanying advisory services; he also was responsible for the development of many econometric and supply/demand models, specifically for value chains in C2 and C4 olefins, ethylene oxide, cyclohexane, and acrylic acid. He started his career as a reliability engineer at Baker Hughes. John holds an electrical engineering degree from Purdue University (West Lafayette, IN).

      • Kelly joined Wood Mackenzie’s Chemicals team in August 2013 as a petrochemical consultant. She is based in Wood Mackenzie’s Shanghai office and oversees the China market. Kelly has extensive experience in CTO & MTO sector, an emerging force in China’s chemical industry. Since joining Wood Mackenzie, Kelly has worked on both olefin and downstream supply & demand and cost & price analysis, she is an integral team member for most chemical consulting projects undertaken in China. Her most recent work is a multi-client study covering every single detail of China’s CTO / MTO. Before Wood Mackenzie, Kelly was a consultant in a European petrochemical consulting company for 5 years. Kelly also had several years’ sales and marketing experience with two other chemical companies.

      • Doug received a B.S. Chemistry from Delaware Valley University in 1970 and a M.S. Chemistry, West Virginia University 1972. He started his professional career in 1972 with ICI Americas in Wilmington, Delaware in sales of Ethylene oxide derivatives and then to the new petrochemical division in 1980 as regional manager developing a new customer base for EO, MEG, DEG, TEG, glycol ethers, ethanolamines and brake fluid for a new 300 kt plant in Bayport, Texas. Appointed National Sales manager for ICI in 1985 then Global Sales Director in 1987 with Cain Chemical and then Global Marketing Director for Oxychem (now LyondellBasell). Left Oxychem in 1991 and started with the PCI consulting in 1992 as their head of EO MEG EOD consulting services.

      • Patrick joined Wood Mackenzie’s Chemicals team in 2013 as an experienced chemical industry professional, holding almost a decade of direct experience. In his current role, Patrick is a member of the global olefins group and integral to the development of Wood Mackenzie’s light olefins forecasts. He was previously with IHS Chemical (formerly CMAI) as a senior consultant in the EMEA region, involved in leading and performing strategic advisory projects across all of the major petrochemical value chains. Prior to joining CMAI, Patrick held various roles in the olefins division of SABIC Europe. Patrick gained prior olefins industry experience with Huntsman Corporation. Patrick is regularly sought out by clients for his detailed understanding of the olefins markets. He is a regular speaker at both Wood Mackenzie and external petrochemical conferences. Patrick graduated with a first class MEng degree in Chemical Engineering from the University of Manchester, UK.

    • Welcome coffee

    • Polymer Focus - Investing into the new realities of plastic bans and recycling

      • PVC:an opportunity knocks, who will answer?
      • Plastics: the world is our market
      • Recycled PET vs Sustainability goals - reality check
      • Polyolefins outlook - key global and regional trends
      • European single use mandates and its impact on Polyolefins

      Speakers

      • As the Chief Economist of Plastics Industry Association and member of executive leadership team, Perc Pineda serves as the organization’s primary staff expert on economics, statistics and industry research. His views on the economy have been widely quoted in the media, and his works have been published in peer-reviewed economic and trade journals. Perc Pineda received his Doctor of Philosophy and Master of Philosophy in Economics from the New School of Social Research in New York, NY. He also holds a Master of Arts in Economics from the American University in Washington, D.C. and a Master in International Management from the University of Maryland. Before joining PLASTICS, Perc Pineda was the Senior Economist of the Credit Union National Association, where he tracked macroeconomic trends, conducted economic research, wrote articles for industry publications, and interfaced with the media. His over 20 years of experience includes academia, international financial institution, and trade association work. As an economics professor, he taught macroeconomics at the St. Francis College in New York, NY and microeconomics, finance, and economics of regulations and the law at the City University of New York. Prior to a stint in academia, he was at the International Monetary Fund, and the U.S. Dairy Export Council working on market access and regulatory affairs.

      • Michael Bermish is a Senior Consultant with Wood Mackenzie. He has a PhD in Economics with 36 years of experience in the polyester industry. Based in the U.S., Michael is primarily focused on the Americas markets for polyester and upstream raw materials. Prior to joining the PCI group, Michael was both Director of Strategic Planning and Development and Investor Relations Officer for Wellman, Inc., a leading polyester producer.

      • Andrew joined Wood Mackenzie’s chemicals team in May 2018. With a background in natural gas, he has brought an innovative and problem solving mentality to the group. Andrew’s previous experience includes managing 2000 miles of transmission pipeline facility risk and supporting business strategy development. Since joining Wood Mackenzie, Andrew has been integral to creating market research products for chemistries throughout the chlor-vinyls chain. Andrew has a BS in Mechanical Engineering from Grove City College

      • Currently leads Wood Mackenzie’s polyolefins service, with a decade of experience in research and consulting for the commodity and specialty polyolefins; has developed strategic research tools and analytics products to integrate commodity polyolefins into the existing Wood Mackenzie chemical research Has a broad background with projects ranging from refining to petrochemicals, solvents to specialty polymers and catalysts to plastics converted goods Before joining Wood Mackenzie, Ashish held several roles at Chemical Market Resources, Inc. Here, he consulted numerous clients with market entry strategy, mergers and acquisition, project feasibility, opportunity analysis, technology evaluation and market assessment of chemicals, polyolefins and catalysts sector. Graduated from SUNY Buffalo with a BS and MS in Chemical and Biological Engineering

      • Michael joined Wood Mackenzie Chemicals in 2018, bringing seven years of experience in the petrochemical industry. He is currently responsible for research and analysis of the polyolefins market in EMEARC and providing support to polyolefins clients worldwide. Michael’s industry experience includes market analysis, supply/demand modelling, pricing, cost models and technology, delivering individually and as a team leader. He has engaged in projects covering a range of various chemicals from olefins to downstream derivatives and polymers. Prior to joining Wood Mackenzie Chemicals, Michael established himself in the consultancy industry working for Nexant for almost seven years. At Nexant he achieved the role of Global Manager for the Polyolefins Planning Service. Michael also has five years of experience in the pharmaceutical industry. He holds a PhD in Organic and Organometallic Chemistry

Fees

Conference Registration

$1100.00

Training

$500.00

 

Americas Olefins Conference 2018

Houston, September 2018