Focus on Emerging Markets: Spotlight on Key Markets

September 9 – 11, 2024
Marriott Marquis
Houston, TX

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Session Details

Focus on Emerging Markets: Spotlight on Key Markets

Monday, 9 September
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Recently, the industry has seen a clear shift to Asia as the center of gravity for future chemical growth & demand. In this context, three regions are crucial, and gaining a deeper understanding is critical as the industry navigates towards the future. China is the largest chemical market both from a supply & demand perspective, India is one of the fastest growth areas, and Saudi Arabia which has a historically advantaged position in petrochemical feedstock is expected to continue, and even grow. In a world where the intertwined nature of economies also underscores the impact of these economies on the larger global economy. In this program, we will engage in a dialogue seeking perspectives from key industry experts and Chemical Market Analytics on developments in these three key regions – whose prospects will be crucial to determining chemical industry performance in the future.

John Mathew, Vice President, Global Business Development, Chemical Market Analytics by OPIS 
Moderator: John Mathew, Vice President, Global Business Development, Chemical Market Analytics by OPIS 

Speakers:
William Chen, Executive Director, Asia Olefins, Chemical Market Analytics by OPIS

For the past several decades, China has been the growth engine for global growth. However, in recent times, a series of external and internal developments have resulted in slower growth rates. China has struggled with prolonged economic headwinds, and high levels of local government debt limiting infrastructure investment, amid the property sector entering its fourth year of free-fall. Consumer & investor confidence are also under pressure. However, China occupies an outsized role in demand and production in the chemical industry. Its capacity to produce in most chemistries is second to none, its derived demand pull as a manufacturer to the world and its rising domestic market also make it a player to reckon with. This panel will discuss, China’s role & impact looking ahead. 

Make new connections or join familiar faces during this dedicated networking break. Sessions to resume at 10:35 AM.
Moderator: John Mathew, Vice President, Global Business Development, Chemical Market Analytics by OPIS

Speakers:
Ashish Pujari, Vice President, Asia Aromatics, Chemical Market Analytics by OPIS

Apart from China, India is the closest emerging market having the scale and size to be a growth engine. However, in the past the promise of India’s potential has often not kept pace with actual performance. Will this time be different? What are the underlying factors that are growth enablers for the Indian economy? What are the underlying risks that can hobble that growth potential? In a year of elections, the Indian election will be the most closely watched one after the US election – in terms of impact geopolitically. How do prospects for the Indian economy look? What will be the impact on chemical growth across the spectrum?

Moderator: John Mathew, Vice President, Global Business Development, Chemical Market Analytics by OPIS

Speakers:
Kaushik Mitra, Executive Director, European Plastics, Chemical Market Analytics by OPIS

The Middle East has for several decades established itself as a build-to-export model based on competitive feedstock in the chemicals industry. Saudi Arabia, as the largest and most significant economy in the region, has always been a model. However, the Saudi economy itself is undergoing a massive change through its Vision 2030 program – which essentially aims at transforming and diversifying the Saudi economy away from an excessive dependence on hydrocarbons. Saudi is positioning itself as an investment destination to attract inward investments, with a proposition based on attractive energy & feedstock, a locational advatnage that spans global trade lanes & a new ease of doing business signaling their openness to attract partnerships and investments across the chemical value chain. What is next in the Saudi context, and how will that impact the chemical industry?

John Mathew, Vice President, Global Business Development, Chemical Market Analytics by OPIS 
 
Session Speakers

William Chen, Ph.D Executive Director, Asia Olefins Chemical Market Analytics by OPIS

William Chen is Executive Director at Chemical Market Analytics by OPIS, a Dow Jones Company. He has expertise in industrial experience, including R&D, sales, and professional consulting services. He leads Asia Olefins business with research responsibilities for providing insight into the dynamics associated with the ethylene, propylene, C4 & derivatives value chain markets. Provide thought leadership on the markets relating to supply, demand, price, and economics, as well as competitive dynamics and changing industry structural elements. Write analyses for Weekly, Monthly, and Annual reports (Market Advisory Services and World Analyses). William also Leads the Asia Olefins business for strategic growth as well as provides ongoing commercial management. Focus on nurturing relationships with clients and deepening services as part of clients’ commercial and strategic decision-making processes. Nurture relationships with clients, including SOEs, POEs, and MNCs to deepen services as part of clients’ commercial and strategic decision-making processes. Within Chemical Market Analytics, William also has been involved in many petrochemical consulting projects and multiple client studies, including China Coal Chemical Study, Global Propane Dehydrogenation Research, and Refinery-cracker/aromatic complex feasibility study. Prior to Chemical Market Analytics, William worked for ChemChina. At the company, William started as a chemical engineer in the Lanzhou fiber plant, in Northwest China. Then, he moved back to Beijing to focus on downstream application development. In the last two years with ChemChina, William took charge of sales and marketing responsibility in NE Asia. William earned Ph.D from the Chinese Academy of Sciences and majored in Polymer Chemistry and Physics. William is based in Beijing China.

John Mathew Vice President, Business Development Chemical Market Analytics by OPIS, a Dow Jones Company

John Mathew is Vice President of Business Development at Chemical Market Analytics by OPIS, a Dow Jones Company. John Mathew joined Chemical Market Analytics by OPIS, A Dow Jones Company, as Vice President (Business Development) starting May-2023. John will be part of the leadership team within CMA and will be based in the Dubai office. John comes with more than three decades of diverse experience in the hydrocarbon downstream industry value chains across the petrochemicals and the oil & gas industry. Prior to joining CMA, John served as the Vice President (International Business Development) within ADNOC's downstream directorate. Having worked with several industry leaders, such as Basell Polyolefins, Saudi Aramco & ADNOC, John comes with extensive global experience and functional competencies within the chemicals industry. John holds a Master of Marketing Management degree and a Bachelor's degree in Chemical Engineering.

Kaushik Mitra Executive Director, Europe Plastics & Polymers Chemical Market Analytics by OPIS

Kaushik Mitra is the Executive Director of polyolefin, for Europe Middle East, and Africa at Chemical Market Analytics. Mr. Mitra steers the Polyolefin Insight and Research practice for Chemical Market Analytics under Chemical Market Analytics and played a pivotal role in conceptualizing, developing, and executing the Chemical Market Analytics sustainability study. He has gained diverse career experience working at top global companies and leading business management, market development, market intelligence, and strategy. His interests are in pricing, strategy, and intelligence. He joined Chemical Market Analytics in 2016 with more than 22 years of experience in the petrochemicals business. Previously, with petrochemical giant SABIC, Mr. Mitra led the global strategy team for the polymers business, shaping long-term ambitions in terms of growth, business improvement, innovation, and pricing. He was instrumental in developing a framework for strategy execution, as well as deploying performance metrics. Mr. Mitra holds a bachelor's degree in engineering and a marketing MBA.  

Ashish Pujari Vice President, Asia Aromatics | Global Polyurethane Feedstocks | Polyester Fibers & Feedstocks | Polyester Stream Chemical Market Analytics by OPIS

Ashish Pujari is the Vice President of Aromatics and Fibres at Chemical Market Analytics in Singapore. Mr. Pujari is responsible for the Asian Aromatics business and Global Fibres and Feedstocks business and is the service leader for subscription services covering the global Polyester and the Asian Aromatics value chain. He also provides commercial leadership to the Polyurethanes Service within the Base Chemicals group. Apart from the regular market and outlook updates, Mr. Pujari also leads initiatives to create and update the long-term outlook for the polyester value chain. He has also been involved in numerous consulting studies since joining the firm. Before joining Chemical Market Associates, Inc. (CMAI) in 2009, Mr. Pujari gained 15 years of experience with Reliance Industries Limited in India. He started his career as a project and operations engineer and was involved in the startup and commissioning the Hazira complex on the west coast of India. He shifted to the commercial role in mid-1998 and worked as a business analyst for Reliance's executive management before moving to a sales and marketing role, handling Fibers Intermediates. Mr. Pujari holds a B.E. in chemical and polymer engineering from Maharashtra Institute of Technology, Pune, India, and completed his Executive MBA at the Indian Institute of Management (IIMB), Bangalore, India.  
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