2018 PCI Wood Mackenzie Americas Polyester Industry Conference

Agenda

• 21 February 2018

  • Registration

    1:30 PM - 2:20 PM

  • Recycling Overview - training & teaching session

    2:20 PM - 3:20 PM

    Recycling Overview 2:20 PM - 3:20 PM This afternoon session will provide everything you or your team needs to get up to speed on the Recycling industry. There are limited places available for this session. By ticking the box during registra Read More...

    Recycling Overview 2:20 PM - 3:20 PM

    This afternoon session will provide everything you or your team needs to get up to speed on the Recycling industry.

    There are limited places available for this session. By ticking the box during registration you are registering your interest, we will select attendees based on a first come first serve basis and notify those who have a place at a later date.

    Led by Philip Marshall and Helen McGeough this interactive 1 hour session will allow attendees to ask question about the industry which up until now have dare not ask. With minimal slide presentations and the opportunity for more open discussions on a personal level which is not possible within a large conference forum.

    Our experts will cover the PET recycle processes with insights into the differences between chemical and mechanical recycling. Exploring the current collection and retention systems and how these may evolve over the coming years, looking into what infrastructure will be required when PET use approaches 40M Tonnes within the next 10 years.

    Also covered in this session:

    • The drivers to RPET flake pricing
    • How virgin chip impact pricing and what is the cost base today for recyclers.

  • The PCI Wood Mackenzie PX asset cost tool service: overview

    3:20 PM - 4:20 PM

    Registration from 1:20 PM - 2:20 PM PX Asset Cost Tool Service - Overview This 1 hour session lead by Gordon Haire will provide an informal and interactive review of how PX technology and feedstocks have evolved. There are limited places a Read More...

    Registration from 1:20 PM - 2:20 PM PX Asset Cost Tool Service - Overview

    This 1 hour session lead by Gordon Haire will provide an informal and interactive review of how PX technology and feedstocks have evolved. There are limited places available for this session.

    By ticking the box during registration you are registering your interest, we will select attendees based on a first come first serve basis and notify those who have a place at a later date.

    This will be an introduction to the PCI Wood Mackenzie's analytical tools which are used to anticipate the impact on regional pricing both short term and long term.

    • The link between the evolution of PX Technology/Feedstocks and Price Forecasting.
    • Where are the price support mechanisms for PX in a long market?
    • Are there differences between regions?

  • DEG and PEO session

    4:20 PM - 5:00 PM

    Global balance projected shortfall DMO in China creating DEG imbalance US will go long starting mid 2019

    • Global balance projected shortfall
    • DMO in China creating DEG imbalance
    • US will go long starting mid 2019

  • Networking drinks

    5:00 PM - 6:30 PM

  • Dinner

    6:30 PM - 7:30 PM

  • Welcome address

    7:30 PM - 7:40 PM

  • North American economic and Polyester outlook, one year into Trump administration: what has changed?

    7:40 PM - 8:20 PM

    Current state of the regional economy. Current state of the regional polyester markets. Policy changes under the Trump administration. What new policy changes can be expected this year? What is our baseline forecast growth rate for the reg Read More...

    • Current state of the regional economy.
    • Current state of the regional polyester markets.
    • Policy changes under the Trump administration.
    • What new policy changes can be expected this year?
    • What is our baseline forecast growth rate for the regional economy in general and the polyester industry, including the fallout from the M&G situation?

  • Cotton and other fibres: the rise of emerging countries

    8:20 PM - 9:00 PM

    Can rising incomes in emerging countries sustain growing volumes of cotton and viscose staple fibre? Divergent trends for acrylic and wool prices. Changing industry structure in nylon fibres and spandex. State of play for recycling technolo Read More...

    • Can rising incomes in emerging countries sustain growing volumes of cotton and viscose staple fibre?
    • Divergent trends for acrylic and wool prices.
    • Changing industry structure in nylon fibres and spandex.
    • State of play for recycling technologies addressing the challenge of fibre blends in post industrial and post consumer waste streams.

• 22 February 2018

  • Oil and refining

    9:15 AM - 9:50 AM

  • Paraxylene: what opportunities and threats await buyers and sellers now that the ramp up in region

    9:50 AM - 10:25 AM

    How will the regional refining outlook impact the competitive feedstock position for aromatics? What opportunities and threats await PX buyers and sellers now that the uncertainty around M&G's Corpus Christi PTA/PET project will inevitably Read More...

    • How will the regional refining outlook impact the competitive feedstock position for aromatics?
    • What opportunities and threats await PX buyers and sellers now that the uncertainty around M&G's Corpus Christi PTA/PET project will inevitably delay the ramp up in regional consumption?
    • The region has the highest benzene yield from paraxylene in the world – will this be a benefit or a burden to the regional polyester value chain?
    • Mega new refinery to PX projects are progressing in China – what are the global implications from the restructuring necessary across the NE Asia refining and aromatics assets?

  • Morning Coffee break

    10:25 AM - 10:50 AM

  • New North America capacity will cause the ethylene markets to rock & roll!

    10:50 AM - 11:25 AM

    Review of all the "first wave" ethylene projects and "second wave" potential projects Discussion of the risks associated with these investments Global implications

    • Review of all the "first wave" ethylene projects and "second wave" potential projects
    • Discussion of the risks associated with these investments
    • Global implications

  • 2018 MEG supply now dependent on new China DMO capacity

    11:25 AM - 12:00 PM

    No new global EO based MEG until Lotte and Sasol in the US Surging demand in China and recovery in PET pushes 2 MT MEG demand growth US MEG margins expected to reach record annual levels

    • No new global EO based MEG until Lotte and Sasol in the US
    • Surging demand in China and recovery in PET pushes 2 MT MEG demand growth
    • US MEG margins expected to reach record annual levels

  • Americas PET Recycling: greater challenges or opportunities given the China waste ban?

    12:00 PM - 12:35 PM

    China waste ban -the impact on North America Recycle pricing, as demand is set to increase How key is recycle to major brands achieving sustainability targets

    • China waste ban -the impact on North America
    • Recycle pricing, as demand is set to increase
    • How key is recycle to major brands achieving sustainability targets

  • Networking Lunch

    12:35 PM - 1:35 PM

  • PTA: can Asian over supply come to North Americas aid

    1:35 PM - 2:10 PM

    The PTA outlook now that M&G's Corpus Christie plant has no timeframe for start-up Will the 2017 shocks in PET supply hit North American PTA demand in 18/19 Could chemical recycle impact PTA demand in the medium term PTA trade the impact of M&G – are imports more likely

    • The PTA outlook now that M&G's Corpus Christie plant has no timeframe for start-up
    • Will the 2017 shocks in PET supply hit North American PTA demand in 18/19
    • Could chemical recycle impact PTA demand in the medium term
    • PTA trade the impact of M&G – are imports more likely

  • Americas PET Resin market: an industry in flux

    2:10 PM - 2:45 PM

    2017 review Update on the M&G Situation Update on regional PET resin AD/CV suits Price/margin step change. Short-term vs. long-term regional PET resin outlook

    • 2017 review
    • Update on the M&G Situation
    • Update on regional PET resin AD/CV suits
    • Price/margin step change.
    • Short-term vs. long-term regional PET resin outlook

  • Coffee break

    2:45 PM - 3:10 PM

  • Polyester Fibres: the growth continues

    3:10 PM - 3:45 PM

    Many moving parts in the US market – anti dumping, NAFTA renegotiation, M&G closure, China ban on waste imports. South America: Imports climb. China: Does a strong 2017 lead to more capacity investments?

    • Many moving parts in the US market – anti dumping, NAFTA renegotiation, M&G closure, China ban on waste imports.
    • South America: Imports climb.
    • China: Does a strong 2017 lead to more capacity investments?

  • Panel Q&A session

    3:45 PM - 4:10 PM

  • Welcome coffee and registration

    8:15 AM - 9:00 AM

  • Welcome address

    9:00 AM - 9:15 AM