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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.

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?

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.

Global Diaper Producers Continue Geographic Growth

July 1, 2011

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.

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.

Global growth in Superabsorbent Polymer demand leads to new capacity

April 1, 2011

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.

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 plans multiple new investments in Acrylic Acid and Derivatives.

April 1, 2011

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?

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.

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?

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