The turmoil caused by the Russia-Ukraine conflict has forced nations to reassess their energy strategies amid a more polarized geopolitical climate. Countries can no longer assume the energy transition will be facilitated by unfettered movements of raw materials and coordination of climate initiatives. Greater competition for resources and economic growth will prompt some countries to seek energy security at the cost of a long-term transition to low carbon sources. Yet other countries will attempt to accelerate their transition plans as a pathway to energy security. Join us as we discuss how this tension, between energy security and transition will evolve.
Significant olefin/polyolefin capacity additions with have led to global oversupply. All regions are expected to see depressed margins for an extended period of time. Will we finally see significant market rationalization in high-cost regions? Can low-cost regions efficiently move their products to higher cost regions or will global shipping constraints negate competitive cost advantages? These issues and more will be discussed
Competition for aromatics feedstock with the gasoline blending pool was intense during 2022 as reformate, mixed xylenes and toluene blend values surged, leading to negative extraction margins for BTX. At the same time, excess capacity in Asia failed to be placed into the market due to mainland China’s weak economic performance and aromatics margins suffered as a result. Chemical Market Analytics will explore the drivers that influence supply-demand & pricing/margin dynamics in the aromatics’ markets and its prospects in the upcoming horizon
Methanol demand growth in the last ten years has been largely driven by MTO, with strong fuels growth. But with growth into fuels and MTO declining, future demand will be driven by more traditional chemical derivatives, with methanol into marine fuel a wildcard. The industry is now beginning its decarbonization journey, with some consumers looking to purchase green, not grey methanol. Chemical Market Analytics will look at the likely evolution of the methanol industry over the next few years, and the implications for pricing, supply-demand, and trade, particularly for a Middle Eastern producer.
Climate change and sustainability concerns have peaked to level wherein the petrochemical industry is increasingly forced to incorporate these into future business strategies. Developing credible strategies is becoming important as a “social license-to-operate” issue for the industry at large. This takes on 3 major aspects which will need to be addressed –
The plastics ecosystem is undergoing unprecedented transformation and catalyzing industry restructuring with new business models emerging. This discussion will explore analysis and insight from various perspectives on the journey & challenges the conventional plastics industry paradigm will face as it transforms into a more sustainable contributor to society.
The experts you know, and trust will be available for one-on-one meetings during the event to discuss the important trends affecting your markets. Book a meeting with the team
Senior Vice President, Global Head of Chemical Market Analytics Chemical Market Analytics by OPIS
Read BioVice President, Global Aromatics & Fibers Team Lead Chemical Market Analytics by OPIS
Read BioVice President, Global Syngas Team Lead | Americas Acetyls Lead Chemical Market Analytics by OPIS
Read BioDirector, Circular Plastic Sustainability Chemical Market Analytics by OPIS
Read BioExecutive Director, Europe Plastics & Polymers Chemical Market Analytics by OPIS
Read BioExecutive Director, EMEA Ethylene & Propylene Chemical Market Analytics by OPIS
Read Bio