Report summary
When you buy this polyester conference presentation pack, you'll receive 9 slide packs including:
1) Global economy: treading softly
- Has global recession been avoided?
- Low and slow: as good as it gets for Europe?
- Will the 2020 US election spell the end for trade wars?
2) Key trends and uncertainties in feedstock markets
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How long will the rapid growth in US liquids supply and exports continue?
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What impact will the IMO 2020 marine fuel quality regulations have on feedstock and freight markets
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When will we see the next wave of consolidation in European refining?
3) Paraxylene: In the eye of the storm
- What will set the cost floor in PX through this period of overcapacity?
- What are the main sources of volatility?
- Why should the polyester industry be interested in benzene?
- How will the growing PX deficit in the Western Hemisphere impact supply & pricing?
4) Global ethylene: too much, too quickly
- Analysing the investment cycle in global ethylene industry
- The location and drivers behind significant capacity additions
- Global economics – prices, costs and margins
5) Global Ethylene Oxide/Glycols – production excess & trade conflict effects
- New US low feedstock cost MEG plants come on line in 2019 and 2020 adding substantial capacity to MEG output.
- Chinese coal based technology improving adding more capacity to make MEG.
- US and Chinese import tariffs on PET and chemicals mess up global MEG trade, and producer and consumer plans.
- Can US replace Middle East as key supplier during US China trade dispute.
6) PTA: Riding the wave on 2019, will it last?
- How long will the current Asia PTA margin strength remain?
- Is there room for PTA investments in the western hemisphere amid another massive capacity wave in the East?
- Will Middle East PTA investments threaten European regional supply?
7) Global polyester industrial filament: the rise of the Super-Companies
- European fibre markets and changes in global trading landscape
- Technology and consolidation as drivers for polyester fibre markets
- Impact of recycling trends upon polyester fibre business
8) PET: Changing climates and consumer trends
- Are we beginning to see a real shift in PET demand or simply changes in short-term seasonality?
- How are changes in consumer behaviour impacting the PET market: from soft drinks to functional waters.
- Will the latest European regulations on single-use plastics impact the PET resin market?
9) Has RPET demand fully materialised in a supply constrained market?
- Brand owner commitments/regulatory requirements – Demand
- Collection story – bale quality, collection rates – Supply
- Current capacity/investment landscape for Europe – Supply
- Outlook for the European market – Pricing and RPET balance
- Trends in packaging, recycling, chemical recycling and biomass and implications for recycle – key themes and implications
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