Sunoco Polypropylene Good Deal for Braskem
February 1, 2010
Sunoco Announces Agreement To Sell Polypropylene Business | www.thestreet.com
Braskem hits the polypropylene market as demand and prices are rising. The price of $350 million is just about half of replacement cost.
January 26, 2010
Quattor acquisition does not alter US plans, says Braskem CEO | www.bnamericas.com
Braskem is now the largest polyethylene producer in the Americas. They have aggressive expansion plans that include purchasing US assets and new facilities in other Latin American countries.
January 25, 2010
Coke's New Bottle Is Part Plant | online.wsj.com
Coke's new plant-based PET still requires the production of the plastic. So here's an environmentally responsible measure that does not hurt PET.
Navistar Hedges its Emissions Bet with Amminex
January 8, 2010
Navistar Invests in Ammonia-Based Emissions Technology | www.truckinginfo.com
Having spurned Urea SCR for 2010 EPA NOx standards Navistar now sees a need to field a competitive solution beyond its EGR strategy.
More Ethylene Expansions in the Middle East – “A Seat at the Table”
January 7, 2010
Exxon signs petchem plant deal with Qatar | www.reuters.com
Now that it seems the glut of ethylene capacity coming on in the Middle East and China will fit nicely into growing markets, more expansions are being announced. We have seen this during every cycle in petrochemical markets – there are many preemptive capacity announcements. Not all of them will be built.
Caustic Soda in Asia – Classic Problem
January 4, 2010
OUTLOOK ‘10: Asia caustic soda sees greater price flexibility | www.icis.com
Uncertainty about basic markets affecting caustic soda in Asia, namely the Australian alumina market and PVC markets, have buyers trying to shift to more flexible contract terms for caustic soda from traditional six month fixed price contracts. A flat price versus a variable price is a classic hedging problem. Asian buyers and sellers now might have a hedging tool to address this problem.
What happens with ethylene capacity after 2012
December 7, 2009
Saudi poised to become global petrochem hub | www.tradearabia.com
Petrochemical growth in the Middle East over the next few years will be "substantial," to say the least. But where do petrochemicals go from there. While Middle Eastern source promise more growth in capacity through 2015, there are three reasons to wonder: First, where will the money come from; second, is there cheaper capacity that might be available; and, third, just what is the region's continuing competitive advantage in petrochemicals?
Specialty Chemicals Growth in 2010 Will be Modest and Uneven and Led by China
October 21, 2009
10,000: Then and Now | www.nytimes.com
Signs are emerging in the specialty chemicals value chains that show an overall improving global economy, but one with unevenness by region and by economic sector. Our indicators show China leading all regions in 2010 growth while manufacturing will lead all sectors. Lagging will be housing and the regions of North America and Europe.
Flexible Packaging Industry depends on Consumer Spending for Growth
October 13, 2009
Flexible packaging will return to growth in 2011 | www.europeanplasticsnews.com
Flexible packaging volume growth is highly dependent upon the growth of consumer products, particularly non-discretionary products such as food. Value growth is dependent upon volume as well as pricing which has been under pressure in 2009 as the inputs associated with oil have dropped in price forcing packaging producers to pass on much of the decrease. Value will likely be down this year but volume will not.
Huntsman's Move In China Should be Polyurethane
September 28, 2009
Huntsman seeks deals in China | www.ft.com
Huntsman has announcement they are seeking deals for their textile chemicals business in China which seems misplaced given the strength and importance of their polyurethane business in this region.
Shale gas abundance provides new options for energy companies
February 13, 2012
Chesapeake Energy bites the natural gas bullet
January 25, 2012
Flurry of newbuild drilling rig deliveries in 2012 may dampen rig rates
January 20, 2012
Talisman joins the ranks of cautious E&P companies
January 12, 2012
Early signs of caution begin to cloud frontier exploration and production
January 4, 2012