GLG News by Specialty Chemical Experts

Ian DavenportPresidentDavenport Associates

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.  

Ian DavenportPresidentDavenport Associates

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.

Ian DavenportPresidentDavenport Associates

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?

Ian DavenportPresidentDavenport Associates

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.

Ian DavenportPresidentDavenport Associates

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.

Ian DavenportPresidentDavenport Associates

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?

Paul HodgesChairmanInternational eChem

Boom, Gloom and the New Normal

August 13, 2011

Analysis of:This Time, Maybe the U.S. Is Japan | online.wsj.com

The USA and other Western nations are following the path of Japan's economy post-1990 and the ending of its housing/stock market boom. Our detailed new analysis, Boom, Gloom and the New Normal - how the Western BabyBoomers are Changing Global Demand Patterns, Again shows why. It argues, contrary to conventional economic opinion, that demand is falling in the West due to the ageing of the BabyBoomers. 29% of the Western population is now 55+, and older people spend less, and save more.

Paul HodgesChairmanInternational eChem

Q2 Chemicals Results raise Concerns about the Outlook

August 5, 2011

History shows that a sustained rise of oil prices to current levels has always led to a recession.Chemical company results for Q2 do nothing to suggest that 'this time is different'.

Paul HodgesChairmanInternational eChem

European Petchem Cracker Margins at 'Top of Cycle Levels' on Supply-Side Issues

July 27, 2011

European petchem cracker margins are at top of cycle levels. But they have been driven by a series of positive impacts on the supply side, not by strong European demand. This makes the outlook more unstable than most investors may realise.

Paul HodgesChairmanInternational eChem

Sinopec's Petrochemical Business 1998 - 2010

July 13, 2011

Chinese company Sinopec will be the world’s largest ethylene producer by 2014. Our new report (available via GLG Research), based on in-depth analysis of its historical performance, demonstrates that its key role is instead to maximise domestic employment by being a reliable supplier of raw materials to manufacturers down the value chain. It is essential reading for anyone wishing to understand how ‘the China factor’ will impact Asian and global petrochemical markets over the next few years.

Page : 12345678910Next1 to 10 of 825