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Agenda subject to change.
Please note all times listed are US Central Time (CDT)

Click HERE for the Global Chlor-alkali, Vinyls and Polyurethanes conference on demand material available to all delegates on October 1.

Monday,05 October 2020

  • 8:00 AM Full day Training Workshop
    For full agenda and instructors, click HERE.

Tuesday,06 October 2020

    • 7:00 AM Welcome comments: Chemical Markets in Recovery
      Mark Eramo, Vice President, Energy & Natural Resources, IHS Markit
    • 7:10 AM Economic Outlook - Looking Beyond COVID-19

      Nariman Behravesh, Senior Vice President, Chief Economist, IHS Markit

      The long-term implication of Covid-19 are likely to be both positive and negative.  On the positive side, will be major digital transformations and greater focus on healthcare.  On the negative side, we are likely to see rising income inequality and permanent job losses.  On balance, long-term growth is likely to a little slower as a result of the pandemic.   

    • 7:35 AM Global Energy Markets - What to Expect Post COVID-19

      Jim Burkhard, Vice President, IHS Markit

      The greatest oil market shock of all-time will leave lasting impressions on oil demand, supply, and price. But the impact on energy goes well beyond oil. The composition and trajectory of all forms of energy demand have been altered by COVID-19.

    • 8:00 AM Climbing Out of the COVID-19 Hole: Expectations for the Post-Pandemic Chemical World

      Dewey Johnson, Vice President, Basic Chemicals Insights, IHS Markit

      The Global chemical industry has entered the whirlwind of an industry downcycle exacerbated by a global recession, a pause in demand growth, and shifting regional cost competitiveness due to lower U.S. oil and associated gas production and subdued oil prices. Concurrently, energy and chemicals sustainability remains a high priority for all stakeholders.  After a brief review of the journey to the current situation, the recovery pathway will be described. Key elements of the forward path include:

      • Shifts in demand trends from COVID-19
      • Redesign and de-risking of supply chains
      • Investment outlook (timing, reshoring, risk, etc.) 
      • Energy transition with increasing integration and implications to feedstock costs
      • Urgency of sustainability initiatives
    • 8:25 AM Live Q & A Panel: Economic, Energy and Chemical Markets Outlooks
      Moderator: Lyn Tattum, Vice President, Global Chemical Information, IHS Markit
  • 8:40 AM Break
    • 8:55 AM Sector Outlook: Forecast for Construction in a Post-COVID World

      Jeannine Cataldi, Associate Director, Global Construction, IHS Markit Economics

      The construction industry impacts from COVID are expected to vary by segment and region. We will examine why markets in the Asia Pacific region are expected to fare better than the Americas in the near-term, as well as taking a look at the factors that are creating an uncertain landscape for nonresidential construction, both structures and infrastructure, over the next several years. 

    • 9:20 AM Global Light Vehicle Production Outlook – the Pandemic and Beyond
      Mark Fulthorpe, Executive Director – Global Light Vehicle Production Forecast, IHS Markit 
      The presentation will update on the latest impact of the COVID-19 pandemic on vehicle manufacturing by key market and how the recovery is progressing before looking at how the crisis is expected to impact long term industry developments. What effect will the crisis have on volume levels, region distribution and manufacturer strategies. 
    • 9:45 AM China: Leading Indicator for a Recovered CA Market Picture?

      William Chen, Executive Director, China Research, IHS Markit

      An ethylene cracker wave is on the way in mainland China with 15 million metric tons capacity under construction. Why is China so interested in ethylene crackers?  This presentation will explore the future of China, including how the huge ethylene cracker expansion will impact the chlor-vinyls market. We will address key questions such as: What are the major integrated derivatives and how much will they link to the chlor-alkali/vinyls market in China?  On-purpose CTO/MTO production will also be explored.  CTO/MTO production has been important olefin supply source in China; some Chinese projects would like to involve the chlor-vinyls market, but feedstock cost is a concern. What does this mean for the chlor-vinyls market in China?

    • 10:10 AM Live Q & A Panel: Recovery projections for key end-use markets
      Moderator: Lyn Tattum, Vice President, Global Chemical Information, IHS Markit

Wednesday,07 October 2020

    • 7:00 AM Chlor-alkali and Vinyls Strategic Issues

      Hazel Kreuz , Vice President, Inorganics, IHS Markit

      Like other markets, the global chlor-alkali and vinyls markets weathered damaging blows from the coronavirus pandemic in the first half of 2020.  A precipitous demand drop in response to shuttered economies has since turned to recovery.  But chlor-alkali and vinyls recovery paths are neither immediate nor without challenges.  This speech will characterize the key strategic challenges identified by IHS Markit for the global chlor-alkali and vinyls markets over the upcoming 5-year period, setting the foundation for subsequent speeches that explore in greater detail the road to global recovery and opportunities for growth in the post-COVID world. 

    • 7:10 AM The Future of Global Chlor-alkali: Recovery from COVID-19 and the Outlook Beyond

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

      Global chlor-alkali market dynamics were thrown into contraction as the global pandemic toppled economies in early 2020.  Recovery has begun, but the path back to pre-COVID market conditions will be neither rapid nor balanced on the two sides of the ECU.  This presentation will examine the outlook for the upcoming five years of the global chlor-alkali market, including expectations for relative recovery velocities and progress rates for caustic soda and chlorine demand.

    • 7:15 AM Live Q & A Panel: Chlor-alkali Strategic Issues and Outlook
      Moderator: Dewey Johnson, Vice President, Basic Chemicals Insights, IHS Markit
  • 7:25 AM Break
    • 7:40 AM Regional Markets: EMEA Chlor-alkali Rising

      Nick Kovics, Executive Director, Global Chlor-alkali, IHS Markit

      At the beginning of 2020 European chlor-alkali markets were approaching balanced conditions. The COVID-19 global pandemic and simultaneous eruption of an oil price war whipsawed chlor-alkali markets in Europe in the middle of the year. As the region recovers some segments may never return to pre-COVID levels while others will present growth opportunities for chlor-alkali chemicals. In this presentation we will look at what recovery means for Europe to answer the question when will balance be achieved as well as an outlook for growth beyond recovery for Europe rising.

    • 7:45 AM A View on the European Chlor Alkali Industry
      Wouter Bleukx, BU Manager Chlor Alkali, Inovyn
    • 7:50 AM Incredible India: Favourable destination for Chlor-alkali and its specialised derivatives

      Kaushal Soparkar, Managing Director, Meghmani Finechem Limited

      Traditionally, India is known as a caustic soda producing country. But now, because of changing environment and favourable industrial policies, companies are increasingly focusing on manufacturing new chlorine derivatives, such as epichlorohydrin and other specialised products. This presentation will discuss such projects that consume chlorine and will ensure sustainable growth of Chlor-alkali industry in a young and growing nation.

    • 7:55 AM The Sanitation Scenario in Latin America and the Impact on Chlorine Consumption
      Maurício Russomanno, CEO, Unipar 
      With 570 million inhabitants, Latin America is among the countries considered to be underdeveloped and with great potential for growth and modernization in the coming years.
      Brazil, the largest country in the region and the 7th largest economy in the world, has the most challenging scenario when it comes to access to sewage treatment. This is where the sanitation framework will make an important change and directly impact the population’s quality of life and life expectancy. It is also an interesting scenario for the chlorine production industry, which estimates a potential production opportunity in the country.
    • 8:00 AM Live Q & A Session: Regional Outlooks for Recovery & Beyond
      Moderator: Hazel Kreuz , Vice President, Inorganics, IHS Markit
  • 8:20 AM Break
    • 8:35 AM Chlorine Derivatives - Epichlorohydrin, Chlorinated Organics & More: What's Next & Why?

      Francesco Martella, Senior Analyst, IHS Markit

      Chlorine derivatives represent the majority of global chlorine trade flows. This session will focus on the impact of the coronavirus pandemic on individual chlorine derivative markets and the associated recovery path expectations. The discussion will explore the fundamentals of different chlorine derivative markets and provide a forward look at IHS Markit expectations for primary future supply and demand drivers. We will analyze in depth how the key drivers correlate to economic trends, distinguishing between cyclical and anticyclical segments of the demand, as well as discussing seasonality and maturity factors in each key region.

    • 8:40 AM When Does the Chlorine Tide Change?

      Ana Lopez, Director, Chlorine and Vinyls Americas, IHS Markit

      Chlorine is an important building block for both organic and inorganic chemicals. Therefore, it is important to know what the chlorine market will be like after the COVID-19 crisis is over.  In this presentation we will analyze the nature of the chlorine demand and why it is experiencing a low tide.  We will explain the link between gross domestic product (GDP) and the different uses for chlorine.  Later on, we will discuss what this demand change means for the chlor-alkali industry from a capacity perspective.  Does the industry need more capacity, and if so, when? We will wrap up the presentation with our outlook for chlorine values and economics, finding out which region is better prepared to ride the new chlorine wave. 

    • 8:45 AM eShuttle© EDC: Paradigm Shifting Technology

      Robert Snyder, Chief Strategy Officer, Chemetry Corporation

      Chemetry’s eShuttle® process technology offers the vinyls and polyurethanes Industries the opportunity to dramatically reduce their Carbon Footprint by reducing the power consumed in the chloralkali process. This talk will take the listener on a tour of the process and the demonstration plant being built for Braskem’s site, and then address the preliminary markets for the eShuttle® EDC technology.

    • 8:50 AM Live Q & A Panel Session: EMEA & Asia Chlor-alkali
      Moderator: Rob Westervelt, Chief Editor, Chemical Week, IHS Markit
  • 9:10 AM Extended Break
    • 10:10 AM TiO2 2020: Trying To Find A Solid Base From Which To Grow

      Duffy Fischer, Equity Analyst, Barclays Bank

      Since the second half of 2018, TiO2 supply-demand has felt loose. First there was a strong inventory destocking event in 2H 2018 into 2019, followed by buyer and seller disagreement in 2019 on how far price should fall which led to market share shifts, and finally the industry got hit with weak 2020 demand from Covid-19 leading to lower volumes and increased Chinese exports.  However, inventories should be at or below normal currently, Chinese exports should shrink on internal demand growth, and pricing seems to be inflecting positive.  This, along with recent industry consolidation, should lead to an improving industry in 2021 and beyond. 

    • 10:15 AM Alumina Market: What Market Dynamics & History Augur for the Future

      Andrew Wood, Group Executive, Strategy & Development, Alumina Limited

      Caustic soda is an important raw material used in alumina refining. This presentation will review how different types of bauxite can require varying volumes of caustic to produce alumina.  The potential size, location and timing of alumina capacity growth will be addressed. Other trends affecting caustic consumption in alumina will be covered including captive or dedicated caustic production, new technology and environmental factors. Whilst alumina represents a relatively modest share of the global caustic market (under 20%), it has a significant share of the large bulk seaborne shipment market and therefore a key impact on regional adjustments of supply-demand balances.

    • 10:20 AM Pulp & Paper: Engine for Recovery?
      Kevin Mason, Managing Director, ERA Forest Products Research
    • 10:25 AM Pulp & Paper: Outlook for the Indian Market
      Anjan Kumar Dayam, Purchasing Manager, Andhra Paper Limited
    • 10:30 AM Live Q & A Session: Derivatives and Their Influence on Recovery
      Moderator: Mark Eramo, Vice President, Energy & Natural Resources, IHS Markit
  • 10:55 AM Break
    • 11:10 AM Technology - HCl Oxidation technology: A Sustainable Solution for Chlorine Production
      Dr. Masae Shirai, Manager, Industrial Chemicals Div., Sumitomo Chemical Co., Ltd. & Erik Moy, Technology Licensing Manager, TechnipFMC
      In the isocyanates market, many producers find the power consumption of HCl electrolysis to be prohibitive. Sumitomo HCl oxidation technology, licensed exclusively by TechnipFMC, offers a better approach to converting HCl to chlorine with a very low power consumption compared to HCl electrolysis. This commercially proven technology uses a fixed bed reactor system containing a highly active and thermally stable catalyst, operates at a high HCl conversion, and produces a chlorine of high purity at a competitive capital cost. The low steam and power consumption of the HCl oxidation technology results in a green and sustainable process for chlorine production.
    • 11:15 AM Technology Innovation: tkIS/tkUCE - Your partner for the complete Vinyl Chain out of one hand

      Dr. Adrian Schervan, Head of Global Sales, ThyssenKrupp AG

      This presentation will provide a short introduction of tkIS/tkUCE company and a summary of the company’s product portfolio. The presentation will also provide a basic description of our complete Vinyl Chain “out of one hand” technology and highlight the associated advantages.

    • 11:20 AM Technology Innovation Lewatit MDS Ion Exchange Resins

      Wilson Nova Ruiz, Business Segment Manager, N.A., LANXESS

      The Chlor-Alkali industry has evolved and the production process has a need for ultra-high brine quality, in Membrane Cell Electrolysis.  LANXESS has been supporting brine softening for long time, with high quality ion exchange resins. More recently LANXESS has developed higher performance and effective brine softening resins, to meet the increasing level of quality for brine in Chlor Alkali industry. Come listen to the benefits this innovation has on throughputs, cell current efficiency & changes in process operation systems.

    • 11:25 AM Technology Innovation: The History of Asbestos Based Diaphragms & Today’s Engineered Alternative

      Edward S Kazimir, Technical Support Manager, DeNora

      For nearly a century, vacuum deposited asbestos based diaphragms have been a chlor-alkali industry mainstay.  This is still true today, especially in North America.  Although measures exist believed to safely handle its known hazards, increased concern, and improvements in alternate materials may now warrant further review.  Polyramix (PMX® Plus) technology, one of these alternates, is a combination of polymer fibers, ceramic material, and engineering expertise/application technique which can yield a diaphragm that is best suited/customized for each site’s targeted requirements. 

    • 11:30 AM Live Q & A Panel: Technology Evolution for the Future of Chlor-vinyls
      Moderator: Tony Potter, Global Vice President, Specialty Chemicals, IHS Markit

Thursday,08 October 2020

    • 7:00 AM Benzene/Toluene - Market Update

      Simon Cleghorn, Executive Director, Aromatics, IHS Markit

      Benzene is an important feedstock for polyurethane production.  This presentation will discuss the IHS Markit projection for the benzene supply-demand balance over the next 1-10 years, including the impact of changing benzene feedstocks and demand pull from other benzene-consuming chains.

    • 7:05 AM Propylene - Market Update

      Matthew Thoelke, Executive Director, IHS Markit

      The economic activity collapse and gradual recovery has had distinct and unprecedented impacts on propylene markets. The demand shock has been severe with many downstream sectors seeing large scale offtake collapse during lockdowns and a troubled recovery. But a larger surprise has been the dramatic supply impact as refineries and fuel markets struggle to recover from the damage of lockdown at the same time as a record breaking build of new capacity is coming on-stream. The complex interplay of demand recovery, the future of refining and a Chinese building frenzy will ultimately determine the path for the global propylene market.

    • 7:10 AM Live Q & A Panel:Strategic Expectations for Key Feedstocks
      Moderator: Ashish Pujari, Executive Director, IHS Markit
  • 7:25 AM Break
    • 7:40 AM How do Fire Safety and Energy Efficiency Shape the Future of Composite Panel Solutions?

      Shpresa Kotaji, Sustainability Manager, Huntsman

    • 7:50 AM Live Q&A
      Moderator: Duncan Clark, Vice President, Aromatics and Fibers, IHS Markit
    • 8:00 AM Enabling a Circular Economy for Polyurethanes – Collaboration along the value chain
      • Lucie Porcelli, EMEAI Sustainability Leader, Dow Polyurethanes
      • Remi Beulque, Innovation Manager, Eco-mobilier
      • Mark Lewis, Operations and Projects Director, Vita Group

      In a circular economy, no material should be lost to incineration or landfill. Yet, more than 30 million mattresses are discarded in Europe every year and only limited recycling options exit. To address this challenge, Dow has put into action the RENUVA™ Mattress Recycling Program. This award winning circular economy program aims to chemically recycle end of life polyurethane mattresses in collaboration with the value chain. Along with two of our collaboration partners, we look forward to discussing our journey with you, resulting in the first industrial plant set up in Semoy, France. 

    • 8:15 AM Live Q & A Panel: Strategic Expectations for Polyurethanes Feedstocks
      Moderator: Duncan Clark, Vice President, Aromatics and Fibers, IHS Markit
  • 8:30 AM Extended Break
    • 9:15 AM MDI: Latest Market Developments

      James Elliott, Associate Director, Aromatics, IHS Markit

      Methylene diphenyl diisocyanate (MDI) is a key polyurethane production feedstock. MDI is primarily used to produce rigid polyurethane foam for insulation in buildings and appliances. Other key applications are in the automotive industry, as a wood binder, and in shoe soles. The MDI production process is complex; multiple base chemical value chains converge for MDI production, including benzene (aromatics) and chlorine (chlor-alkali). This presentation will explore the latest MDI market dynamics, including COVID-19 impacts on demand, the recovery path to date and future demand expectations. Supply will also be analysed, including response to the new demand environment, the short-term operational outlook, and long term capacity investment expectations.

    • 9:20 AM TDI: Latest Market Developments

      David Brown, Associate Director, Aromatics, IHS Markit

      This discussion will quantify the impact of the economic fallout from the COVID-19 pandemic on TDI demand into transportation, furniture, bedding and CASE applications. Projections will be outlined for the demand recovery rate in each of the key regions. Also, the potential implications of China’s growing export presence will be explored.  Finanlly, the discussion will outline IHS Markit projections for TDI price and margin for the coming years under the post-COVID-19 crude oil outlook.

    • 9:25 AM PO/Polyether Polyols: Latest Market Developments

      See Yan Wong  Associate Director, IHS Markit

      Polyether polyols are used in the formulation of most polyurethanes; they account for around 75% of global propylene oxide (PO) demand. This presentation will assess the impact of the COVID-19 pandemic and subsequent recovery for the PO and polyether polyols markets. We will also discuss demand evolution into the key end use applications, supply in response to the projected demand, and the latest capacity investments in the polyether polyols and PO value chain. Moreover, the effect of COVID-19 and the oil price crash on regional PO economics will be analysed, which dictates propylene oxide supply.

    • 9:30 AM Polyurethane End Use Sector Analysis and Competing Products
      Masahiro Yoneyama, Research and Analysis Director, IHS Markit
      The range of polyurethanes differ by their formulation and properties, enabling polyurethanes to fit in a multitude of end-use applications. This presentation will analyse different polyurethanes and their end-use applications. COVID-19 impacted end-use applications differently. Key end-use sectors and their recovery paths will also be explored. Finally, because polyurethanes compete with different materials in some applications, alternative products to polyurethanes will also be discussed.
    • 9:35 AM Live Q & A Panel: Strategic Expectations for Polyurethanes Feedstocks
      Moderator: Ashish Pujari, Executive Director, IHS Markit

Friday,09 October 2020

    • 7:00 AM Strategic Issues Impacting the Global Vinyls Market

      Eddie Kok, Executive Director, Global Vinyls, IHS Markit

      The global vinyls market was on a path to strong margins recovery before the onset of the coronavirus pandemic. However, the severe global economic recession this year dampened demand for vinyls products. IHS Markit expects global PVC demand to decline by around 6% in 2020. The 2020 vinyls demand contraction poses some significant challenges for the industry.  This discussion will explore the strategic issues facing the vinyls market and form the backdrop for a presentation of expectations regarding the outlook for the market in recovery and how post-COVID challenges will impact the industry over the next 5 years. 

    • 7:05 AM Producer Perspective on the Outlook for Vinyls

      Jonathan Stewart, Vice President, Vinyls, Vynova

      Not since the 2008 Financial crisis has the Vinyls industry had to face such headwinds.

      The global vinyls industry continues to experience the significant and abrupt impact from the COVID-19 pandemic . A  sharp drop in global demand in the first half of 2020 and the subsequent impact on the supply-side has created a V-shape recovery. However, for how long ?  The competitive landscape has moved with changes in feedstock and energy as a result of previous structural changes and the onset of the pandemic.  In Europe,  in addition to the challenges posed by  economic recession, the industry faces the implementation of the European green deal.  Sustainability challenges will prove to be the most significant catalyst for change the industry has experienced in decades.

    • 7:10 AM Asian vinyls dependence on ethylene, EDC, and VCM imports: What does the future look like?

      Gordon Kuo, Associate Director, Asia Vinyls, IHS Markit

      Relatively low integration of vinyls production in Asia and the Indian Subcontinent translates to high dependence on raw material imports for PVC production in those regions.  With respect to global trade, approximately 85% of ethylene volume, 80% of EDC volume, and 60% of VCM volume is imported to Asia and the Indian Subcontinent. This discussion will cover IHS Markit projections for global EDC and VCM trade flows in the post-COVID-19 market and over the longer term. Will non-integrated vinyls producers in Asia and India Subcontinent still able to rely on competitive raw materials imports, or will they need to pursue upstream integration? What are the challenges associated with attaining feedstock self-sufficiency?

    • 7:15 AM EDC: Vinyls Chain Intermediate and the “Chlor” of Chlor-alkali

      Henry Warren, Director, EMEA Chlorine & Vinyls, IHS Markit

      EDC is a both a crucial intermediate for ethylene-based PVC production and a key driver for the interplay between chlorine and caustic soda supply / demand balances.  This discussion will provide insights into both aspects of EDC in chlor-vinyls market dynamics.  On a global level, the EDC market is currently in surplus, but moving toward a tighter balance.  The shifting EDC dynamics begs two questions: Where and when will investment take place for new capacity, and will arbitrage economics continue to sustain traditional trade balances?  This discussion will explore key drivers that set the stage for future expectations, including cash costs, margins, supply and demand, trade and integration at a regional and global level.

    • 7:20 AM Live Q & A Panel: Strategic Expectations for the Global Vinyls Market
      Moderator: Hazel Kreuz, Vice President, Inorganics, IHS Markit
    • 7:45 AM Sector Outlook - Trends in Paste PVC
      Jürgen Luderer, Director Sales and Product Management, Vinnolit
    • 7:50 AM Emerging Trends in PVC Applications - A Converter Perspective on the Outlook for Vinyls
      Doug Rohn, Global Procurement Executive, Aliaxis
    • 7:55 AM The European Vinyl Compounds Market Today– an Insiders perspective

      David Outen, Director, Benvic Group

      BENVIC group, are the leading company in Europe for compounds covering the major applications where PVC is required. This presentation aims to provide an insight regarding the evolution of the European market. We are proposing to give an overview regarding the trends in terms of demand and also the structure of the market, from PVC resin and additive supply through to compounding capacity. There are challenges ahead as we move through the next decade: in terms of the economic situation, the regulatory environment and the ongoing development of the circular economy. These are the key factors which will drive the PVC compounding industry, for which we will share our vision. 

    • 8:00 AM Live Q & A Panel: Sector and Regional Vinyls Outlooks
      Moderator: Eddie Kok, Vinyls Global Service Lead, IHS Markit
  • 8:20 AM Extended Break
    • 9:20 AM Evolution of the Vinyls Market - Sustainability Trends and Anticipated Impacts on Vinyls

      Robin Waters, Executive Director, Plastics Planning & Analysis, IHS Markit

      This session will discuss the major trends and drivers for vinyls within the broader context of plastics and the transition to circularity. The discussion will illustrate disruptive truths and challenges facing plastics, plastics waste and decarbonization that are all intertwined in a complex web of regulations, policies, technology and market dynamics.  Implications for stakeholders across the value chain will also be explored.  

    • 9:25 AM Trade: What's Changed and What Returns to Pre-COVID "Normal"?
      Jeremy Domballe, Subject Matter Expert, Maritime and Trace, IHS Markit 
      On a global basis, COVID-19 has proved to be the most influential event since World War II, causing unimagined economic setbacks and impacting international trade across different industry Verticals. The Chemical industry is not exempt, with the overall trade in organic chemicals decreasing by 10% between 2019 and 2020 YTD [Jan-May]. However, since the sharp declines in trade following the end of Q1, we’re starting to some recovery. In this speech we will explore Vinyl markets to date, future curves, as well as vessel positional data as a means of gaining a ‘pulse’ on the chemical industry.
    • 9:30 AM Live Q & A Session: Vinyls Challenges & Opportunities
      Moderator: Dewey Johnson, Vice President, Basic Chemicals Insights, IHS Markit
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