- Market Overview
- Strategic Analysis
- Key Features
Market Overview
Duration: Short-term – 2-year price forecast and market outlook
As we navigate through 2023 and beyond, the market dynamics of acetic acid and its derivatives – such as Vinyl Acetate Monomer (VAM), acetate esters and acetic anhydride – are influenced by various factors, including fluctuating feedstock prices, environmental regulations, tariffs and duties, and supply-demand balances. There are certain products that show unusually high growth rates, such as EVA, driven mainly by demand for solar panels; and acetic anhydride, which is used to manufacture acetylated wood. Most other applications rely on industries such as automotive and construction, and as such are closely tied to GDP growth.
Geopolitical tensions and trade policies continue to shape the global supply chain landscape, making the trade dynamics a crucial area of focus. Moreover, the impact of significant new acetic acid capacity in the US and mainland China, and new VAM capacity in mainland China, are likely to lead to an oversupplied market in the short-term. How hard these assets run and how soon the new capacity is absorbed by demand growth will influence the health of the global business.
Comprehensive monthly market price, supply, demand, and trade data and analysis for:
- Acetic Acid
- Acetic Anhydride
- N-butyl Acetate
- Ethyl Acetate
- Vinyl Acetate Monomer
Strategic Analysis
Duration: Short-term – 2-year price forecast and market outlook
There are two discrete Acetyls services we provide for clients: the Global Acetyls Market Advisory Service (MAS-Acetyls, monthly and weekly) and World Analysis-Acetyls.
All clients have access to ad hoc Special Focus articles, can participate in 6-monthly webinars on a live or on-demand basis, and have reasonable access to the team of Acetyls subject matter experts.
The global Acetyls Market Advisory service provides clients with a comprehensive, yet focused view of the regional and world markets for acetic acid, Vinyl Acetate Monomer (VAM), acetic anhydride, ethyl acetate and n-butyl acetate. The report includes market updates, cash cost, pricing, and margin data for all covered products and regions, as well as global feedstocks commentary (Crude Oil, China coal, methanol and ethylene). Supply/demand balances, trade flows, and forecasts are also provided.
The breadth and depth of our coverage ensure that our clients are in the best position possible to make the most informed regional and global decisions. Our global analysis provides a comprehensive view that spans the whole value chain in one report, while competitors cover only some segments of the chain.
The Global Acetyls Market Advisory Service provides a comprehensive view of world markets for Acetic Acid and Vinyl Acetate and their relationships with upstream feedstocks and downstream end-use markets.
The World Analysis-Acetyls service provides a full scale and deep analysis of global Acetyls markets by country and region for all major Acetyls products, including acetic acid, vinyl acetate, acetic anhydride, ethyl acetate, n-butyl acetate, sec-butyl acetate, MCAA, EVOH, EVA, PVA, PVOH, VAE and acetic acid-based ethanol. The service includes a historical and forecast capacity database for the main Acetyls products, trade grids at a country and regional level, supply-demand balances out to 2050 and production economics for acetic acid and vinyl acetate.
Key Features
Duration: Short-term – 2-year price forecast and market outlook
PRICES COVERED
Contract and spot price summary with a brief review of current market conditions.
- Acetic Acid
- Vinyl Acetate Monomer
- Acetic Anhydride
- Butyl Acetate
- Ethyl Acetate
GLOBAL WEEKLY MARKET SNAPSHOT
In addition to the monthly report, the service offers a short weekly market update summarizing key pricing, supply-demand and feedstock changes.
GLOBAL MONTHLY MARKET REPORT
This comprehensive report encompasses both historical and forecast pricing, providing commentary on noteworthy events such as operational and trade changes. It delves into regional production economics, discusses current and near-term supply/demand conditions, and analyzes events influencing future markets. The report further features a market update for the covered products, accompanied by accessible tables highlighting global Acetyls trade data, quarterly supply/demand balances and operating schedules.
MARKET FOCUS REPORT
These Special Focus articles delve into additional research on crucial and current issues confronting the Acetyls industry. Previous subjects of analysis include the development of European Acetyls prices: Contract vs. Spot; the impact of the Coronavirus on the Asian Acetyls Industry; the growth of mainland China’s EVA industry and the tightness of Acetic acid and VAM from August 2017 to July 2018.
Publication Timing: Periodic
ACCESS TO SUBJECT MATTER EXPERTS
Personal telephone and/or email discussions, and meetings on the subject matter covered in the monthly report.
SUPPLY & DEMAND
Short-term production updates, production statistics, major plant-by-plant operating schedules, and long-term structural supply changes. End-use analysis across the diverse range of end-use sectors plus macro industry trend analysis.
Region
- China
- West Europe
- United States
Chemical
- Acetic acid
- Vinyl Acetate Monomer (VAM)
TRADE
Trade statistics, global trade analysis, freight estimates, tariffs, and sanction tracking.
OPERATING SCHEDULE
Region
- Africa
- Asia
- Commonwealth of Independent States
- Europe
- Indian Subcontinent
- Middle East
- North America
- South America
Chemical
- Acetic Acid
- Acetic Anhydride
- Ethyl Acetate
- Vinyl Acetate Monomer (VAM)
REGULAR WEBINARS
Each webinar will cover a review of events in North America, Europe/Middle East, and Asia. Furthermore, each webinar will include commentary on relevant market events and any industry “hot topics”, such as significant industry outages, feedstock price movements, global economic shifts, geopolitical issues, trade wars, etc. It will also give clients the opportunity to raise questions in real-time to the Subject Matter Experts. The webinars can be accessed in real-time or on demand.
Timing: Periodic. Usually every 6 months