Mr. Ian Davenport

GLG News by Mr. Ian Davenport, President

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

Diaper production follows raw materials

December 29, 2011

Analysis of:One more: Kimberly-Clark will install its first factory in Cama?ari in the Northeast | camacarinoticias.com.br

There have been several announcements in recent months of new SAP (superabsorbent polymer) production capacity. Investments in diaper manufacturing are following quickly to consume the polymer.  

BASF confirms Superabsorbent Polymer (SAP) expansions

October 12, 2011

Analysis of:BASF strengthens position in superabsorbent polymers in emerging markets | www.basf.com

We speculated recently about the exact timing and locations of BASF’s SAP capacity expansions. Today BASF has provided clear answers.

Tronox to become largest integrated titanium oxide producer

October 10, 2011

Analysis of:Tronox Sells 39% Stake to Exxaro to Gain Mineral Operations | news.businessweek.com

Major buyers have been frustrated by rising prices for titanium dioxide, but several recent announcements indicate that major producers will add capacity to meet demand. Exxaro will acquire a 39% stake of Tronox in return for access to mineral feedstocks. The deal will make Tronox the largest integrated titanium oxide manufacturer. Will this lead to oversupply?

BASF presses ahead with expansions

October 10, 2011

Analysis of:First plants of BASF-YPC expansion in Nanjing China come on stream | www.basf.com

We have discussed the rapid globalization of BASF’s acrylic acid and SAP (Superabsorbent Polymer) production networks. A further link in the jigsaw puzzle is confirmed here, but the timing remains uncertain.

Building In Brazil to complete global acrylic acid network

August 23, 2011

Analysis of:Building in Brazil | feedproxy.google.com

BASF has announced that it will build a world-scale acrylic acid complex at Camaçari, Bahia, Brazil. This will make BASF the only truly global producer of acrylic acid with production facilities in China, Malaysia, the U.S., Europe  and now Brazil.

New US Chemical Capacity ‘Not Built Yet’

August 15, 2011

Analysis of:Cheap Shale Gas Means Record U.S. Chemical Industry Growth | www.bloomberg.com

There has been a race to announce new cracker capacity based on abundant reserves of low cost shale gas. Fast forward to late in the decade, what will the reality be? Will wiser heads prevail?

Global Diaper Producers Continue Geographic Growth

July 1, 2011

Analysis of:SCA acquires 50 percent of Turkish hygiene products company | www.cisionwire.com

SCA is acquiring 50 percent of the Turkish hygiene products company Komili from Yildız Holding, which is the largest food group in Turkey. Komili is the 4th largest baby diaper producer in Turkey. This continues a trend of major diaper companies expanding globally by JV & Acquisition as well as organically.

Global growth in Superabsorbent Polymer demand leads to new capacity

April 1, 2011

Analysis of:Nippon Shoukubai announces PT. Nippon Shokubai Indonesia, a subsidiary in Indonesia (“NSI”), enlarges its SAP investment plan. | www.shokubai.co.jp

Superabsorbent Polymer (SAP) is used in disposable hygiene products such as baby diapers. For many years the industry suffered from overcapacity and falling prices. A shortage of the raw material Acrylic Acid caused prices to rise from 2009 to 2011 and increasing demand has led to a ‘sold out’ situation globally. Now new capacity is announced.

BASF plans multiple new investments in Acrylic Acid and Derivatives.

April 1, 2011

Analysis of:BASF to explore new investment in Brazil | www.basf.com

Suddenly there are a number of announcements of potential new Acrylic Acid capacity, both from existing producers such as BASF and new entrants in China. Davenport International Associates LLC has identified 1.4 million MT of new capacity, or over 25% of 2011 nameplate capacity, to be added in the next 3 years and available by early 2014.Will the industry repeat the mistakes of earlier cycles and overbuild? Will it be different this time around?

Where now for Paint & Coatings, 2011?

March 14, 2011

Rising feedstock prices have again pushed Acrylic monomer prices higher. Q2 traditionally sees peak demand for Acrylic monomers, is supply available to meet demand?

Ineos refinery deal with PetroChina can be the first step in a wider partnership

February 2, 2011

Analysis of:INEOS is offered $1 billion by PetroChina for a 50% share in its European refining business. | www.ineos.com

Ineos have concluded a deal to sell 50% of the European refining business to PetroChina. This deal can be expanded eventually to downstream products and technologies and be a model for deals by other US and European chemical companies.

Acrylates Esters – 2011 Outlook

November 29, 2010

Analysis of:Arkema announces an investment of $110 M for its Acrylics business in the United States | www.arkema.com

Recent announcements of new Acrylic Acid and Ester capacity indicate that producers see an incentive to invest in increasing capacity. Will this bring relief to markets?

Where to next for Acrylates?

September 28, 2010

Analysis of:Asia acrylates hit new 15-yr high amid global supply shortage | www.icis.com

Acrylates have been in global short supply throughout 2010. Asian prices are hitting new highs. Fortunately contract supply in US and Europe is returning to normal as producers return to normal operations and seasonal demand for the coatings market falls.

Nippon Shokubai Moves to Increase Superabsorbent Capacity

August 5, 2010

Analysis of:NIPPON SHOKUBAI announces PT. Nippon Shokubai Indonesia, a subsidiary in Indonesia("NSI"), builds a new SAP plant | www.jpubb.com

Superabsorbent Polymers (SAP) have been in short supply in 2010. Shortages are likely to continue despite capacity expansions. Increased demand for Acrylic Acid for SAP production may keep the market for Acrylate Esters tight.

Yet More Challenges for Methacrylate Buyers

June 28, 2010

Analysis of:Asia MMA may extend gains; plant shutdowns to squeeze supply | www.icis.com

MMA shortages look to continue through Q3 with new maintenance outages in Asia.

Paint Producers Continue to Suffer Raw Material Shortages

June 11, 2010

Market shortages showed signs of easing on some products, but the focus in June has switched to Methyl Methacrylate monomer (MMA). 

Acrylic Acid/ Acrylate Prices Hit Record Highs

April 9, 2010

The recent global market disruptions continue. Two more producers have announced product allocations in North America. Nervous buyers propel prices higher.

New Diaper - Is it Really a Big Environmental Win?

March 17, 2010

Analysis of:P&G Puts Billions Behind Sustainability | www.brandweek.com

P&G should be applauded for attempting to reduce waste. Does Pampers® Dry Max truly help achieve this goal and benefit the environment?

No end to agony for the Coatings and Adhesive Industry, as Acrylic prices rise?

March 17, 2010

Analysis of:Cost increases continue unabated for producers of coatings and adhesives | councils.glgroup.com

Problems for US industry have increased since our analysis of Feb.12th. As of 9th March Dow Chemical announced Force Majeure for Glacial Acrylic Acid (GAA and GAA-FG) manufactured at Deer Park, Texas. Propylene continues short forcing costs up irrespective of availability. What will be the impact on the spring ‘coatings season’?

Cost increases continue unabated for producers of coatings and adhesives.

February 12, 2010

Analysis of:Arkema increases Acrylic Acid and Acrylic Esters prices in Europe | www.arkema.com

The US Acrylic Acid Industry has consolidated considerably in recent years. Basic raw material costs continue to rise and there are a number of capacity outages current and expected. What will the impact be on the costs of raw materials for producers of Coatings & Adhesives? (Note that on 9th February, 2010, similar increases were announced in North America, effective 1st March or as contracts allow)

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