Session Details
Day 2 of GCAV 2025 starts with refreshments and networking before Session 5.
Session 5: Trends in Chlor-alkali and Chlor-vinyl Derivatives Part 1
Nick Kovics, Vice President, Global Inorganics, Chemical Market Analytics by OPIS
Tobias Spyra, Executive Director Aromatics & Fibers, Chemical Market Analytics by OPIS
European polyurethane feedstocks, TDI, MDI and polyether polyols, are at a pivotal moment. Massive capacity expansions, in particular on the propylene oxide value chain, paired with soft demand have led to oversupply, while cash costs have eased but remain elevated versus history. Consequently, margins and operating rates are low, while other regions like mainland China or the Middle East are gearing up for growth. Regional disadvantages have become apparent and traditional trade flows are changing. The polyurethane industry, however, will remain a frontrunner as soon as the global economy picks up, particularly in reducing carbon footprint through demand for insulation, with a focus on the circular economy. This speech will address these and other polyurethane market dynamics to help you prepare you for success.
European polyurethane feedstocks, TDI, MDI and polyether polyols, are at a pivotal moment. Massive capacity expansions, in particular on the propylene oxide value chain, paired with soft demand have led to oversupply, while cash costs have eased but remain elevated versus history. Consequently, margins and operating rates are low, while other regions like mainland China or the Middle East are gearing up for growth. Regional disadvantages have become apparent and traditional trade flows are changing. The polyurethane industry, however, will remain a frontrunner as soon as the global economy picks up, particularly in reducing carbon footprint through demand for insulation, with a focus on the circular economy. This speech will address these and other polyurethane market dynamics to help you prepare you for success.
A global integrated chlor-vinyls producer will share their outlook and perspectives on chlor-vinyls markets.
Andrew Rock, Senior Research Analyst, OPIS a Dow Jones Company
In 2024, the global epichlorohydrin market experienced significant shifts in demand, supply, and sustainability pressures, challenging the adaptability of chlor-alkali producers and downstream consumers. Supply chain disruptions, energy cost volatility, and geopolitical trade tensions have transformed traditional market dynamics. This presentation will examine the future of the global epichlorohydrin market, highlighting key drivers such as regulatory changes, cost pressures, regional trade dynamics, and the growing importance of sustainability.
In 2024, the global epichlorohydrin market experienced significant shifts in demand, supply, and sustainability pressures, challenging the adaptability of chlor-alkali producers and downstream consumers. Supply chain disruptions, energy cost volatility, and geopolitical trade tensions have transformed traditional market dynamics. This presentation will examine the future of the global epichlorohydrin market, highlighting key drivers such as regulatory changes, cost pressures, regional trade dynamics, and the growing importance of sustainability.
David McCoy, Executive Chairman, TZMI
The titanium dioxide industry could potentially experience market shifts due to technology changes and growing global demand for TiO2 pigment. China maintains its position as the dominant global supplier with the region adding two new globally-accepted product grades over the last decade, growing from one regional product grade to three. China’s role as the globe’s leading TiO2 supplier will be challenged, however, with antidumping duties already implemented in the United States and antidumping investigations currently being launched in the EU, India, Saudi Arabia and Brazil. What are the scenarios for TiO2 pigment supply and demand considering slowing domestic demand in China and potential duties for Chinese exporters? Is a resurgence in the chloride route to manufacture TiO2 pigment likely after many years of sulfate technology domination? These and many other questions will be considered as we investigate the current and future state of the global TiO2 market.
The titanium dioxide industry could potentially experience market shifts due to technology changes and growing global demand for TiO2 pigment. China maintains its position as the dominant global supplier with the region adding two new globally-accepted product grades over the last decade, growing from one regional product grade to three. China’s role as the globe’s leading TiO2 supplier will be challenged, however, with antidumping duties already implemented in the United States and antidumping investigations currently being launched in the EU, India, Saudi Arabia and Brazil. What are the scenarios for TiO2 pigment supply and demand considering slowing domestic demand in China and potential duties for Chinese exporters? Is a resurgence in the chloride route to manufacture TiO2 pigment likely after many years of sulfate technology domination? These and many other questions will be considered as we investigate the current and future state of the global TiO2 market.
Moderated by Brian Newsome, Vice President, Global Chlor-alkali, Chemical Market Analytics by OPIS
Ask your questions to the panel of session presenters to delve deeper into the subject matter.
Ask your questions to the panel of session presenters to delve deeper into the subject matter.
Connect and engage with industry peers, sessions resume at 1045 AM.
Session 6: Trends in Chlor-alkali and Chlor-vinyl Derivatives Part 2
Craig Murphy, PhD, Associate Director, Global Bleaching, Chemical Market Analytics by OPIS
The pandemic highlighted the vital role of soaps and surfactants in supporting health and well-being. Chlor-alkali chemicals are essential ingredients in the production of soaps and detergents. This presentation will explore the various types of soaps and detergents that rely on chlor-alkali products and examine how this market has evolved—and is expected to develop—in the near future.
The pandemic highlighted the vital role of soaps and surfactants in supporting health and well-being. Chlor-alkali chemicals are essential ingredients in the production of soaps and detergents. This presentation will explore the various types of soaps and detergents that rely on chlor-alkali products and examine how this market has evolved—and is expected to develop—in the near future.
Paul Leclair, Vice President and Co-Founder, Numera Analytics
Cristian Triana, Senior Research Analyst, Chemical Market Analytics by OPIS
Anti-dumping duties (ADD) are tariffs imposed to address price disparities between imported goods’ export value and their domestic market value, protecting industries from dumping—selling products abroad at lower prices than at home. This presentation explores ADD’s impact on the global chlor-alkali market, analyzing economic trends, political drivers, and industry implications. It provides context on the broader effects of these duties, examines past strategies used to manage them, and discusses alternative approaches to mitigate their impact.
Anti-dumping duties (ADD) are tariffs imposed to address price disparities between imported goods’ export value and their domestic market value, protecting industries from dumping—selling products abroad at lower prices than at home. This presentation explores ADD’s impact on the global chlor-alkali market, analyzing economic trends, political drivers, and industry implications. It provides context on the broader effects of these duties, examines past strategies used to manage them, and discusses alternative approaches to mitigate their impact.
Lina Suarez, Executive Director, North America Chlor-Alkali, Chemical Market Analytics by OPIS
Rising electric vehicle sales are driving demand for battery materials, increasing the need for critical metals like lithium, nickel, and cobalt, alongside greater requirements for inorganic chemicals. However, in 2024, overcapacity in key minerals and growing competition have created challenges, leading industry participants to revise growth forecasts. This presentation explores the global battery market, focusing on trends in battery materials and their impact on chlor-alkali products. It examines supply-demand dynamics, market challenges, and projections, emphasizing the role of chlor-alkali chemicals in the evolving industry landscape.
Rising electric vehicle sales are driving demand for battery materials, increasing the need for critical metals like lithium, nickel, and cobalt, alongside greater requirements for inorganic chemicals. However, in 2024, overcapacity in key minerals and growing competition have created challenges, leading industry participants to revise growth forecasts. This presentation explores the global battery market, focusing on trends in battery materials and their impact on chlor-alkali products. It examines supply-demand dynamics, market challenges, and projections, emphasizing the role of chlor-alkali chemicals in the evolving industry landscape.
Moderated by Nick Kovics, Vice President, Global Inorganics, Chemical Market Analytics by OPIS
Ask your questions to the panel of session presenters to delve deeper into the subject matter.
Ask your questions to the panel of session presenters to delve deeper into the subject matter.
Session Speakers
Paul Leclair
Vice President and Co-Founder Numera Analytics
Read BioDavid McCoy
Executive Chairman TZMI
Read BioCraig Murphy, PhD
Associate Director, Global Bleaching Service Lead Chemical Market Analytics by OPIS
Read BioAndrew Rock
Senior Research Analyst Chemical Market Analytics by OPIS
Read BioTobias Spyra
Director, EMEA Styrenics & Polyurethane Feedstocks Chemical Market Analytics by OPIS
Read BioLina Suarez
Executive Director, North America Chlor-alkali Chemical Market Analytics by OPIS
Read BioCristian Triana
Senior Research Analyst Chemical Market Analytics by OPIS
Read Bio