*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
When you buy this polyester conference presentation pack, you'll receive 9 slide packs including:
1) Global economy: treading softly
- Has global recession been avoided?
- Low and slow: as good as it gets for Europe?
- Will the 2020 US election spell the end for trade wars?
2) Key trends and uncertainties in feedstock markets
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How long will the rapid growth in US liquids supply and exports continue?
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What impact will the IMO 2020 marine fuel quality regulations have on feedstock and freight markets
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When will we see the next wave of consolidation in European refining?
3) Paraxylene: In the eye of the storm
- What will set the cost floor in PX through this period of overcapacity?
- What are the main sources of volatility?
- Why should the polyester industry be interested in benzene?
- How will the growing PX deficit in the Western Hemisphere impact supply & pricing?
4) Global ethylene: too much, too quickly
- Analysing the investment cycle in global ethylene industry
- The location and drivers behind significant capacity additions
- Global economics – prices, costs and margins
5) Global Ethylene Oxide/Glycols – production excess & trade conflict effects
- New US low feedstock cost MEG plants come on line in 2019 and 2020 adding substantial capacity to MEG output.
- Chinese coal based technology improving adding more capacity to make MEG.
- US and Chinese import tariffs on PET and chemicals mess up global MEG trade, and producer and consumer plans.
- Can US replace Middle East as key supplier during US China trade dispute.
6) PTA: Riding the wave on 2019, will it last?
- How long will the current Asia PTA margin strength remain?
- Is there room for PTA investments in the western hemisphere amid another massive capacity wave in the East?
- Will Middle East PTA investments threaten European regional supply?
7) Global polyester industrial filament: the rise of the Super-Companies
- European fibre markets and changes in global trading landscape
- Technology and consolidation as drivers for polyester fibre markets
- Impact of recycling trends upon polyester fibre business
8) PET: Changing climates and consumer trends
- Are we beginning to see a real shift in PET demand or simply changes in short-term seasonality?
- How are changes in consumer behaviour impacting the PET market: from soft drinks to functional waters.
- Will the latest European regulations on single-use plastics impact the PET resin market?
9) Has RPET demand fully materialised in a supply constrained market?
- Brand owner commitments/regulatory requirements – Demand
- Collection story – bale quality, collection rates – Supply
- Current capacity/investment landscape for Europe – Supply
- Outlook for the European market – Pricing and RPET balance
- Trends in packaging, recycling, chemical recycling and biomass and implications for recycle – key themes and implications
Table of contents
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What's included
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