Changing Course: Plastics, carbon and the transition to circularity
Develop actionable strategies and address risks and opportunities as the plastics value chain transitions from a linear to circular infrastructure. This study is a comprehensive review of how the plastics value chain is expected to transition from a linear to a circular economy, accounting for changing policy and regulations, greenhouse gas (GHG) pathway and the impact on future capital investments.
Propylene: "North America Propylene Supply Study"
As the Shale Gale has shaped the petrochemicals global market, North America has responded by leveraging its new raw material advantage. However, in a world with lower crude oil expectations, the plan has not gone exactly as predicted and North America’s propylene market dynamics continued to evolve against a new outlook. This report designates eleven Propylene Trade Areas (PTAs) in North America and for each PTA, provides capacity by propylene grade and technology type; pipeline, rail, terminal capabilities; demand by propylene grade; inter-PTA and offshore trade flow snapshots; and propylene net back prices.
Special Study: Refining and Petrochemical Integration
The new IHS Markit special study will focus on the interface between the refining and petrochemical industry that assesses the question of whether the refining sector can turn to growing petrochemical demand to help their businesses survive in the face of declining demand growth for refined products in the future.
Navigating Choppy Waters: Marine Bunker Fuel in a Low Sulfur, Low Carbon World
A probabilistic impact analysis which will examine the impact on regional trade and supply of low-sulfur and high-sulfur bunker fuels in the key bunkering hubs. This study will assess other key unknowns relating to the transition, including: Blending of new 0.5% fuel, the impact on VGO and lubricant markets, the impact on shipping costs and the influence of CO2 ship emission reduction targets.
Ammonia and Urea Strategic Report
Access to abundant, low cost natural gas has dramatically changed the competitive landscape for the chemical and petrochemical industry in recent years, and is especially impacting on the ammonia and urea chain. It has become increasingly important to understand the knock on effects of shifts in production centres on trade and competitiveness in these key commodity chemicals. IHS Markit is bringing its unparalleled experience in energy feedstocks commodity chemicals and fertilizers to help answer the most pressing issues the fertilizer and industrial ammonia and urea value chains face.
Light Linear Alpha Olefin Market Study
A comprehensive examination of the light Linear Alpha Olefins (LAO) market for Butene-1, Hexene-1 and Octene-1 globally and by major regions. This report covers LAO demand segmentation by application and carbon group and discusses the upstream and downstream integration of various competitors, potential impacts of polymer inter-competition in butene-1, hexene-1 and octene-1 grades, and potential impacts of emerging technology. In this report, we evaluate on-purpose capacity requirement for the lower LAO to supplement the volumes provided by full range plants.
C5: "C5 Value Chain Study: From Cracker to Key C5 Derivative Applications for Isoprene, DCPD and Piperylene"
Under volatile energy conditions, producers need to add maximum value to every stream the cracker produces. The C5 stream provides a link between the cracker and a number of downstream industries. This report completes Chemical coverage of the steam cracker envelope with a comprehensive view of the C5 business including supply, demand, production economics and price. It provides market dynamics for the major C5 petrochemicals – isoprene, DCPD (according to purity), piperylene concentrate, isoamylenes, pentanes, and, where pertinent for completeness, C9 resin.
Polyethylene: "Latin America Polyethylene Market: Supply Shortfalls, the Growing Opportunity"
The Latin America polyethylene market is growing rapidly - demand will exceed 8.6 million metric tons by 2020. With only one major capacity addition in sight, imports will significantly increase for the region. This report will provide break-downs of demand by product family (including into co-monomer type where applicable), main country/sub-region, process group, and end-use market. The study will describe the competitive landscape of the Latin America Market and its main players and list the top polyethylene consumers by country, including demand data and contact information.
"Chemical Industry Capital Costs: A Global Spending Outlook"
The global chemical industry will spend over $1 trillion over the next 10 years. New sources of feedstock and a sharp decline in oil prices are affecting how much capacity will be added and where it will be located. This report provides a 15-year history of capital and a 10-year forecast for downstream capital spending by region, detailing capital spending for EPC services, construction labor, equipment, steel, civils, instrumentation and electrical.
US Bulk Chemical Industry Trade & Logistics in the Shale Gas Era
With 100 million metric tons of petrochemical capacity additions by 2025, there will be significant uptick in chemical trade activity and logistics considerations to move the increased production to consumers. This report explains the drivers for development and trade patterns within the bulk chemical value chain including plastics, chlor-vinyls, methanol, ammonia, benzene, and alpha-olefins in the US, and identifies potential opportunities relative to the shale gas for producers, end users, investors, and transportation & logistics companies.
Coal: "China Coal Chemical Industry Analysis (2015 Update)"
The rapidly growing coal-to-chemicals industry will have a major impact on the conventional chemical industry. There has been significant progress since the original China Coal Chemical Industry Analysis was completed. This report updates previous study's project status for the coal to chemicals value chains in methanol, ethylene and propylene, MEG, PVC, and ethanol; adds new projects announced since the previous study was completed. It includes updated economic analysis for coal to methanol, ethylene and propylene, MEG, and ethanol and contains an updated market outlook through 2030.
Lubricants: "Lubricants in Brazil"
Brazil's lubricant market is growing rapidly and faces regulatory challenges. Industry participants must understand market needs to make strategic decisions on expanding production or relying on imports. This report describes trends and driving forces of the sixth largest global lubricant market, analyses regulatory challenges and technological changes facing industry players, and provides company profiles and strategies, as well as current and forecast market size.
Methanol: "Methanol into Fuels Applications: New Sources of Growth?"
With traditional methanol end-uses growing at a moderate pace, fuels applications represent a significant upside for methanol demand growth. Methanol is used in a variety of fuel end-uses, such as gasoline blending, MTBE/TAME, biodiesel, DME, and ship bunker fuel. Prospects for growth will depend on technological developments and regional regulatory environments.
Propane: "Propane Dehydrogenation in China – Disruption on the Horizon?"
Planned propane dehydrogenation units in China may disrupt the global supply and demand balance for propane, propylene and propylene derivatives. This report assesses the feasibility for each PDH project with site visits and interviews by local IHS Markit experts and plant production economics. The study will also describe global and China LPG and propane (virtually 100% imported) supply and price outlook, discussing challenges for Propane Dehydrogenation (PDH) and the implications for PDH derivative markets.
Renewables: "Chemical Building Blocks from Renewables"
Corporate demand for sustainable products and more robust supply chains is fuelling the growth of bio-based chemicals. Several renewable chemicals are now in commercial production; more are in the pipeline. This report evaluates 30 emerging and established bio-based chemicals, analyzing markets by region and end use. It describes key developers and their process technologies, assessing market drivers, trends and significant developments such as plant-based PET for plastic bottles.