GLG News by Titanium Dioxide Experts

Ian Davenport, President

Ian DavenportPresidentDavenport Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Diaper production follows raw materials

December 29, 2011

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 Davenport, President

Ian DavenportPresidentDavenport Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

BASF confirms Superabsorbent Polymer (SAP) expansions

October 12, 2011

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 Davenport, President

Ian DavenportPresidentDavenport Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Tronox to become largest integrated titanium oxide producer

October 10, 2011

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 Davenport, President

Ian DavenportPresidentDavenport Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

BASF presses ahead with expansions

October 10, 2011

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 Davenport, President

Ian DavenportPresidentDavenport Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Building In Brazil to complete global acrylic acid network

August 23, 2011

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.

Dave Hillman, Independent Consultant

Dave HillmanIndependent ConsultantDave Hillman What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

NewPage On Verge Of Bankruptcy

August 16, 2011

NewPage's competitors didn't follow their $60/st July price increase and market demand has fallen while cash costs continue to escalate. SAPPI didn't announce any price change. Can anything else go wrong? Market Pulp has gone down somewhat which has helped a bit but their debt load is suffocating. They've shut 3 mills but competitors haven't followed suit. Imports from China and Indonesia continue at just under 1 million mt/year (20% of US demand).

Ian Davenport, President

Ian DavenportPresidentDavenport Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

New US Chemical Capacity ‘Not Built Yet’

August 15, 2011

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?

Graham SmithManaging DirectorAdidome Ceramics Company Limited What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Gas Industrialisation to aid Ghana's economy

August 15, 2011

China to help Ghana develop gas | www.upstreamonline.com

The new gas pipeline to be developed in Ghana linking the offshore Jubilee field to the Aboadze thermal plant near Takoradi, is excellent news for Ghana and its struggling energy-starved industries. Ceramic companies currently suffer from both power outages and the lack of thermal energy sources to expand their operations into being regional players.This can be the opportunity for gas-based industrialization to spur economic growth of the country to make Ghana the “South Africa” of West Africa.

Paul Hodges, Chairman

Paul HodgesChairmanInternational eChem What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Boom, Gloom and the New Normal

August 13, 2011

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 Hodges, Chairman

Paul HodgesChairmanInternational eChem What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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'.

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