GLG News by Specialty Chemical Experts

Paul HodgesChairmanInternational eChem

INEOS plans refining/technology JVs with PetroChina

January 11, 2011

INEOS have announced a major deal with PetroChina. It involves Joint Ventures in refining and oil/oil product trading, with a separate agreement on refining/petrochemical technology exchange. From an INEOS viewpoint, this enables it to consolidate its geographic footprint outside W Europe/USA, and leverage its technology in China.

Paul HodgesChairmanInternational eChem

Chemical industry faces great uncertainty in 2011

January 4, 2011

2010 was a better year than many had expected in the chemical industry. But demand remained low in many key markets, and operating rates ended the year well below the normal levels of the past 20 years at just 86%. Current uncertainties over likely demand levels in China, Europe and even the USA, combined with the major demographic changes now underway, suggest that Scenario Planning is therefore likely to come back into favour with investors during 2011.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Access to the Limited Global Supply of Tellurium is Critically Important

December 5, 2010

Analysis of:First Solar to Acquire 5N Plus to Access Tellurium? Is global tellurium supply really an issue? | www.greentechmedia.com

Even though the supply of all chemical elements in the universe is infinite with regards to the needs or uses for them known by the human race, nonetheless the limited supply of tellurium present at or near the earth's surface, that part of the world in which we do and can mine and recover it , is very limited.The amount of tellurium that can be obtained, not the total amount produced, by any one user, such as First Solar (FSLR), is the limiting factor to their production rate.

Ian DavenportPresidentDavenport Associates

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?

Lewis GainesFormer Market ManagerINFINEUM INTERNATIONAL LTD

Chemtura Exits Bankruptcy with Potential for Improved Lubricant Profits

November 19, 2010

Analysis of:Chemtura Exits Bankruptcy | www.imakenews.com

Chemtura has a varied mix of profitable lubricant related businesses which will likely improve over recent mediocre results. Operating margins of 8-10% have been recently reported for their Industrial Performance Products Segment which consists mostly of lubricant related additive components, lubricant basestocks, and finished synthetic lubricants. These margins are considerably below those being generated by their competitors in similar businesses.

Paul HodgesChairmanInternational eChem

Chemical companies have mixed views on outlook

November 11, 2010

Chemical companies have mostly had an excellent year in terms of margins. It has been far better than they expected even 6 months ago. But whilst some expect this improvement to be maintained, others remain cautious. And in the important Asian region, Reliance report margin pressures in key business segments.

Paul HodgesChairmanInternational eChem

Chemical Company Outlook for 2011 -13

October 24, 2010

The chemical industry has had a good year, even though Operating Rates globally have remained sunk at 2003 levels. This may continue, but an additional element of uncertainty has been added by the recent outbreak of 'currency wars' between the West and the BRICs. A Scenario approach therefore seems sensible for investors, as they seek to forecast 2011 performance.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Retailers, Consumers, Gen Y shapes Dow Transports

October 9, 2010

Analysis of:What the Heck is a Sustainable Supply Network Anyway? | www.reuters.com

A Sustainable Supply Chain Network is comprised of raw materials as they flow from source to product to disposal/reuse.  Transporters are slowly changing and adjusting to retailer calls to go green.

Ian DavenportPresidentDavenport Associates

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.

Paul HodgesChairmanInternational eChem

Chemical company margins benefit from feedstock shortages

September 27, 2010

2010 has seen major changes taking place in the relative price and availability of the main petrochemical ‘building block’ products. These changes are being driven by the wider changes taking place in the economy and society, as we move to a ‘New Normal’ world characterised by less debt, lower consumption, more recycling and slower growth.

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