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Global Chlor-Alkali Conference 2019

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Monday,09 September 2019

  • 11:00 AM Registration and Innovation Fair
  • 12:00 PM Welcome Lunch
  • Outlook for the Global Economy and the Global Chlor-alkali Market
    • 1:00 PM Plenary Session: State of the Chlor-alkali Market

      Hazel Kreuz, Executive Director, Global Inorganics Business, IHS Markit

    • 1:20 PM Keynote: Global Economic Outlook

      Dr. Nariman Behravesh, Chief Economist, IHS Markit

      Growth is slowing everywhere in the world. The weakness is especially noticeable in manufacturing and trade. But thanks to recent easing by key central banks, a recession can probably be avoided. Nevertheless, slow growth means increased vulnerability to shocks. The biggest risk facing the world economy now is an escalation of the trade war.

    • 1:50 PM Chlor-alkali Outlook: Bull or Bear Market Ahead

      Lina Suarez, Director, Chlor-alkali North America, IHS Markit

    • 2:15 PM Group Q&A

      Moderator: Hazel Kreuz, Executive Director, Global Inorganics Business, IHS Markit

  • 2:30 PM Networking Break - Visit the Innovation Fair
  • Fungibility: Trade and the Impact on Chlorine Derivatives and Caustic
    • 2:50 PM Caustic Soda and EDC Trade Flows

      Detlef Sagner, Chlor-Alkali Manager NWE, Tricon Energy

      Caustic Soda Trade in Europe has changed since the closure of Mercury Cells Units in 2017. Caustic Soda and EDC trading has become more globalized with markets more transparent than ever before.
      Various circumstances have changed the landscape; Environmental protection, economic and political changes as well as market consolidation playing a role here.

    • 3:10 PM 2020 IMO Impact on the Alkali Market: a Supply Chain Challenge

      Pierre-Alexis Mosnier, Director, Mareneco Ltd.

      Ship owners have the choice between several emission reductions systems relying on various alkali to comply with 2020 IMO regulation. This presentation will briefly review pros and cons between them, the consumption and budgeting related aspects, as well as its impact on the alkali demand if a large amount of vessels were to operate in closed-loop. We will more importantly highlight the global Supply Chain challenges ahead for this industry.

    • 3:30 PM Global EDC and European Caustic Soda Dynamics

      Plamen Angelov, Product and Marketing Director CAV, Dow

      The presentation will focus first on the merchant EDC market for the period 2017-2022 with highlight on key trends as well is influencing factors for the market.
      It will then discuss the recent dynamics (2017-2019) in the European market and the relation to arbitrage for import/export of caustic soda.

    • 4:00 PM Group Q&A

      Moderator: Hazel Kreuz, Executive Director, Global Inorganics Business, IHS Markit

  • Caustic Soda Alternatives
    • 4:15 PM What Will It Take For The Industry to Switch From Caustic Soda to Soda Ash?

      Lauren Zeiss, Associate Director, Chlor-alkali EMEA, IHS Markit

      Global caustic soda demand is projected to continue to grow over the next 10 years. However, limited new capacity has been announced for startup after 2022. Current caustic soda prices are not yet at reinvestment levels. Consequently, the global caustic market is expected to tighten and prices may trend higher. Buyers are looking at ways to reduce caustic soda expenditures. An option for some is using soda ash as a functional substitute. This presentation explores relative caustic soda and soda ash price levels that may trigger switching. We will highlight key applications where soda ash is a viable substitute and discuss the caustic soda volume that could be displaced by soda ash. We will also review infrastructure requirements and capital expenditures required to switch and operating costs differences. Will substitution be done opportunistically or will it be a permanent shift? When do we expect conditions to occur that merit switching considerations? Join us in this session to find out.

    • 4:35 PM Group Q&A

      Moderator: Hazel Kreuz, Executive Director, Global Inorganics Business, IHS Markit

  • Innovation for Chlor-alkali
    • 4:45 PM Innovation Fair - DC Power Systems for Electrolysis: FRIEM’s Heritage and Future

      Maurizio Stucchi, Commercial Director, FRIEM

      Chlor-Alkali industry is an electricity intensive sector and producers need the most reliable and efficient electrical equipment. Founded in 1950 to respond to this demand, in 1956 FRIEM delivered its first 50kA rectifier unit for chlor-alkali production by means of mercury cells, reaching 110kA in the early 60′s. Since then, FRIEM has delivered its rectifier systems worldwide, for all electrolysers' technologies and brands, thanks to a customer-centred approach and a focus on innovation. Based on FRIEM's experience, the presentation will also provide an overview of the most common plant topologies and of the main market's requirements and challenges.

    • 4:55 PM Innovation Fair - Excellence in Project Development & Caustic Soda Project Case Study

      Arun Tyagi, Head - Marketing, Nuberg Engineering Ltd.

    • 5:05 PM Innovation Fair - From Commodities to Specialties - Traders as Change Agents in the Chlor Alkali Market

      Dr. Frank Höfer, Managing Director, CAMA Management GmbH (consulting IVICT Europe GmbH)

      Managing cyclical businesses is a major task for all market participants. Due to increasing transparency, chemical products are commoditizing faster and at the same time, manufacturing companies are less prepared to execute margin management. With these preconditions, independent market players both have the obligation and enjoy the opportunities to drive the margin management. How to interact with customers and which measures are helpful to manage margins? Chemical distributors and their business behaviour play a vital role. Dr. Hoefer will show examples from the world of Chemicals, in which traders have successfully re-vitalized markets.

  • 5:15 PM Closing Remarks

    Hazel Kreuz, Executive Director, Global Inorganics Business, IHS Markit

  • 6:00 PM Networking Reception & Innovation Fair

Tuesday,10 September 2019

  • 8:00 AM Continental Breakfast
  • 9:00 AM Welcome Remarks

    Hazel Kreuz, Executive Director, Global Inorganics Business, IHS Markit

  • Drivers for the Chlor-alkali Industry: Outlooks for Energy and Chemicals
    • 9:05 AM Plenary Session: The State of the Global Petrochemicals Industry

      Dewey Johnson, Vice President, Base Chemicals Insight, IHS Markit

    • 9:35 AM Keynote: Global Energy Outlook

      Michael Stoppard, Vice President, Research & Analysis, Energy Insight, IHS Markit

    • 10:00 AM Group Q&A

      Moderator: Nick Kovics, Global Director, Bleaching Chemicals, Lithium & Battery Materials MAS, IHS Markit

  • 10:15 AM Networking Break - Visit the Innovation Fair
  • Supply-side Projections for the Future Chlor-alkali Market
    • 10:45 AM The Chlor-alkali & Derivatives Market: A Producer’s Perspective

      Noel Irizarry, Vice President, CA & Derivatives, Westlake Chemical

      A North America Chlor-Alkali producer's view of the current industry dynamics. Specifically focused on domestic North America dynamics while at the same time reviewing how are they affected by global industry events.

    • 11:15 AM South America: Emerging Economies Fueling the Chlor-alkali Future

      Mariana Santos Moreira, Principal Analyst, Chlor-Alkali and Bleaching Chemicals, IHS Markit

      NEA, NAM, and WEP are recognized powerhouse chlor-alkali supply and demand regions. But closer investigation reveals that chlor-alkali production in those regions depends on emerging economies' demands for imports as they monetize natural resources for growth. As a key importer, South American demand growth heavily influences the outlooks for the powerhouse regions. Thus, understanding South America is key to understanding the global chlor-alkali. Which sectors are triggering South American caustic soda demand? Can local suppliers keep up with demand growth? What will happen to mercury-cell capacity still operating? How will new demand influence other markets? This presentation will answer these and other questions, reviewing growth expectations for demand sectors such as Alumina and Pulp & Paper, examining cost structures versus other regions, and reviewing growth potential for the other side of the ECU.

    • 11:40 AM The Indian Chlor-alkali and Vinyls Markets: What’s on the Horizon?

      N Krishnamoorthy, Executive Director - Commercial, Chemplast Sanmar Limited

      The Vinyl Chain which comprises of PVC, Caustic Soda and Chlorine form the backbone of economic development as they cater to a gamut of industries ranging from Plastic Pipes, Paper & Pulp, Alumina, Textiles, Soaps and Detergents, Bleaching etc to name a few. With a consolidated turnover touching USD 6 bn, the Indian Vinyl Industry is poised to reap the benefits riding on the back of Government initiatives like Sujal, Swach Bharat Abhiyan, Make in India, Affordable Housing for all, Smart cities Mission etc. With burgeoning middle class aspirations and relatively low levels of penetration both for PVC and Caustic Soda, the demand for these products is set to grow as India powers its way from a $3 tn to a $ 5 tn economy by 2025. My presentation will attempt to highlight the business landscape, market dynamics, trade flows, the challenges, opportunities and outlook for both these products that form an indomitable part of the economy.

    • 12:00 PM Group Q&A

      Moderator: Nick Kovics, Global Director, Bleaching Chemicals, Lithium & Battery Materials MAS, IHS Markit

    • 12:15 PM Innovation Fair - Chlor-Alkali Trade Flows

      Jeremy Domballe, Subject Matter Expert, Maritime & Trade, IHS Markit

      Join Jeremy Domballe, Subject Matter Expert in our Maritime & Trade division as he demos our Global Trade Atlas, providing official bi-lateral customs data at a global level and PIERS that provides Bill of Lading information. He will present trade data for Chlor-Alkali, providing a global view of imports and exports of the commodity, amongst other useful data to get ahead of your competition.

  • 12:25 PM Networking Lunch - Visit the Innovation Fair
  • Demand-side Expectations for the Future Chlor-alkali Market
    • 1:45 PM Outlook for the Dissolving Pulp Market

      Stefan Schlag Leon Beraud, Executive Director, IHS Markit

    • 2:05 PM Viscose Staple Fiber

      Manoranjan Misra, Head of Central Procurement Cell, Aditya Birla Group's Pulp & Fibre Business

    • 2:30 PM Lithium: Birth of a New Caustic Soda Market?

      Nick Kovics, Global Director, Bleaching Chemicals, Lithium & Battery Materials MAS, IHS Markit
      Most markets that consume caustic are well established and expectations for their demographics and growth are accessible and frequently discussed. Seldom does a new consumption market emerge. However, rapid growth of consumer goods that require portable power sources is creating a new market for caustic soda: lithium production for battery technology. Cell phones, tablets, electric scooters and electric cars are the wave of the future. Each new device or vehicle increases lithium demand. To meet lithium demand growth, new supply is coming online that in many cases will utilize caustic soda as a reagent. This presentation will explore the expected demand growth for lithium and the associated outlook for caustic soda demand.

    • 2:55 PM Group Q&A

      Moderator: Hazel Kreuz, Executive Director, Global Inorganics Business, IHS Markit

  • 3:10 PM Networking Break & Innovation Fair
    • 3:10 PM Innovation Fair: Todisco - Italian Chlor alkali Market Overview

      Donato Antonio Todisco, CEO, Todisco Group

  • Demand-side Expectations for the Future Chlorine Market
    • 3:40 PM The Polyurethane Feedstocks (MDI, TDI and propylene oxide) and their Relationship with Chlor-Alkali

      James Elliott, Principal Analyst Isocyanates, IHS Markit
      The polyurethane feedstocks and chlor-alkali industries are interlinked. IHS Markit defines the polyurethane feedstocks as MDI, TDI, propylene oxide and polyols. MDI, TDI and propylene oxide are three of the largest chlorine derivative markets. Growth in these three chemical markets has surged in recent years and driven chlorine demand growth. MDI and TDI capacity additions have led to large-scale growth in by-product HCl capacity; isocyanate producers must have strategies for removing HCl from their production systems. In this presentation the polyurethane feedstocks supply/demand and the impact on the chlor-alkali markets will be analysed. This includes a review of MDI and TDI demand growth expectations, recent and impending MDI and TDI capacity additions and a discussion on the different propylene oxide production routes and how they dictate propylene oxide capacity investment decisions.

    • 4:05 PM The Best Kept Secrets of Chlorine

      Ana Lopez, Associate Director, Chlor-alkali and Vinyls North America, IHS Markit
      Chlorine is used in the manufacture of a wide range of chemicals. In general, these products are chlorinated organics. While most of the time, for economic considerations and modeling we tend to focus on chlorine's major derivatives, such as PVC, in this presentation we will cover topics which are not often discussed in the chlorine market. Frequently, technological innovations that enhance our way of life have the chlorine chemistry at its core and go unnoticed. For example, what do new refrigerants have in common with chlorine demand? What role does chlorine play in telecommunications? What about metal alloys? Join us as we answer these questions.

    • 4:30 PM Global Vinyls – Time for PVC To Step Up To The Plate?

      Henry Warren, Director, Chlorine and Vinyls EMEA, IHS Markit
      This IHS Markit presentation will review recent past, present and expected future developments of the key parameters driving the regional and global vinyls industry. The presentation will offer a global PVC overview that will encompass the pertinent aspects of: 1) Regional economics (cost, price, margins), 2) Supply/demand dynamics (operating rates, capacity, sector demand split, growth rates) and 3) Trade flows and their expected evolution. The final part of the presentation will address the question of: What are the main forces of change? It is expected that this will include an analysis of the impact of aspects such as recycling growth in various parts of the world, the trend towards deglobalization and China's push to improve environmental standards. The presentation will wrap up with some key strategic conclusions from the preceding discussion.

    • 4:55 PM Group Q&A

      Moderator: Hazel Kreuz, Executive Director, Global Inorganics Business, IHS Markit

  • 5:10 PM Closing Remarks

    Hazel Kreuz, Executive Director, Global Inorganics Business, IHS Markit

  • 5:25 PM Reception

Wednesday,11 September 2019

  • 7:45 AM Workshop Breakfast
  • 8:30 AM Full-Day Workshop: Introduction to the Global Chlor-Alkali Business

    Chlor-alkali is one of the world's largest chemical markets -- even bigger than the ethylene market. Chlorine and caustic market dynamics impact a broad, diverse range of manufacturing processes and products. Because chlor-alkali chemicals touch so many industries, it's imperative to have a good understanding of key chlorine and caustic markets fundamentals. This workshop reviews chlor-alkali basics, starting with manufacturing and moving through markets, economics and pricing. Participants in the Workshop will develop a comprehensive understanding of the factors that impact supply and demand balances, pricing, regional markets, economics and the future of the industry, as well as market terminology. Join the workshop to gain the understanding that will provide you and your company an advantage in chlor-alkali interests.

    What Delegates will receive:

    • Networking opportunities, including continental breakfast, lunch, and morning and afternoon breaks and evening reception.
    • A printed color copy of the presentations in a workbook, which includes a glossary.
    • Certificates of course completion (upon request)
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