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FridayNov 10, 2017
SaturdayNov 11, 2017
Agenda as of July 13, 2017.
Learn more about the workshop here.
Dave Witte, Senior Vice President and General Manager, OMDC, IHS Markit
Despite the appearance of stability in global energy and geo-political drivers, the chemical industry continues to be buffeted by significant uncertainty leading to changes in industry structure and strategies. This paper will provide an introduction to the key high-level macro trends in energy, the economy and chemicals that are impacting the Latin American industry and is key to setting the overall backdrop for the detailed presentations to follow.
Walt Hart, Vice President, NGL Research & Consulting, IHS Markit
Efforts by OPEC to regain crude oil market share and subsequent efforts to raise oil prices have demonstrated the persistence of the tight oil and gas industry in the US and Canada. Latin American energy production has also reacted to low energy prices. North American shale development has changed global feedstock trade dynamics. Global crude oil prices and the pace of continued North American oil and gas production growth will impact the availability of feedstocks that can be exported to Latin America.
Todd Dina, Global Olefins Director - Propylene, IHS Markit
North America is roaring to life with new ethylene and propylene assets poised to adding nearly 13 million metric tons per year new capacity to a thirsty market. How does this flood of new investment impact the global market and how does Latin America navigate these swirling waters skillfully?
Ana Laura Allegue, LAA Product Director - Performance Plastics LAA, The Dow Chemical Company
Polyethylene demand is rising, as the world population continues to grow. In this scenario, Dow is making steady progress to expand capacity around the globe, which will bring more solutions and new technologies to Latin America. In addition, the newly created Materials Science Division now has one of the world’s deepest and most differentiated performance plastics portfolios with solutions and technologies that address consumer and brand owner demand for increased packaging convenience, reduce food waste, and advance the global development of telecommunications and electrical transmission and distribution infrastructure.
Hazel Kreuz, Director Chlor-Alkali/Vinyls, Chemicals, IHS Markit
Multiple forces are converging to create flux in today’s global chlor-alkali market. A healthy growth outlook in multiple regions and a stagnant near-term outlook for capacity are shifting forces in intercontinental trade routes and challenging recent caustic soda price levels. Additionally, emerging environmental regulations in Northeast Asia add a layer of complexity to expectations for chlorine and caustic supply, demand and price trends in the global arena over the coming five years. This presentation will explore the current and forecast states of key factors that influence expectations for global chlor-alkali trends from now through the early 2020s.
Peter Feng, Senior Director, Aromatics-BTX, IHS Markit
Large aromatics projects in South America continue to be at a standstill as low oil prices, corruption scandals and local recessions have stymied interest in new projects. Despite this, there are still opportunities in South America. Some are making smaller investments to debottleneck and expand. Others are buying assets at below the cost of construction. This presentation will discuss the outlook for aromatics and the implications for South America.
Tison Keel, Director, PET, PTA & EO Derivatives, IHS Markit
The PET industry is globally oversupplied; each major region has added capacity over and above growth in demand, which has slowed down. While polyester fibers have sustained demand growth for the major raw materials, PX, PTA and MEG, those materials may also face short term surplus capacity.
Rina Quijada, Senior Director Business Development Latin America, IHS Markit
Market dynamics are changing. IHS Markit will present views on Latin America’s petrochemical industry and how it will adjust to accommodate for significant capacity changes coming onstream in North America during the first expansion wave 2017-2020. Feedstock availability in North America will change market dynamics in coming years and will reshape petrochemicals in the Region.
Nick Vafiadis, Vice President, Plastics, IHS Markit
The long anticipated wave of new global PE production capacity is approaching. New capacity has already started in Mexico, China, the US and Saudi Arabia. Significantly more US based capacity is expected to start up by year end 2017. How will this new cost competitive production capacity impact PE prices, margins, trade flows, and supplier relationships in Latin America?
Joel Morales, Senior Director, Polyolefins Americas, IHS Markit
An expected recovery in the South America economy along with steady growth in North America are likely to strain domestic polypropylene supplies and require additional resin from global markets in the near term. This presentation will review potential solutions and how supply, demand, and price could be affected.
Javier Ortiz, Principal Analyst, IHS Markit
Amid capacity expansions in North America and a Latin American economy that is rebounding, this presentation will look at the current state of the major resin markets in the region, potential trends for demand growth in the coming years, and the various supply options that plastic converters will have to satisfy future consumption.
Marco Quirino, President Latin America, Univar
Latin American distribution market is fragmented and very diverse. In general, distribution of chemical products is handled by family owned companies with local operations and limited reach. This scenario is changing rapidly based on mergers and acquisitions that started a couple of decades ago and still on going. This is happening throughout the region and international companies are becoming more present in all countries.