New Petrochemical Market Dynamics – Agenda
Agenda
Course introductions and objectives
The “New Normal”: A headline introduction
- A brief reminder of the olefins and aromatics value chains
- How the industry grew: The old economic, social and political context
- The new industry landscape: Geopolitics, debts, demographics and sustainability
- The evolving links with oil, gas, circular and renewable feedstocks
Discussion and coffee break
Implications for short-term markets
- Why traditional down- and upcycle analysis needs to be questioned: The risk of no return to the old market conditions
- In this context, scenarios for polyolefins trade flows, supply and demand over the next 18 months
- A discussion on what this could mean for how pricing markets work
Searching for new business models: A long-term perspective
- Commodity petrochemicals: The Middle East, the US and China to dominate
- The scale and nature of restructuring in Europe, South Korea and Japan
- Smaller, more niche and a focus on sustainability: A way forward for those who can’t win in commodities
Course conclusions and discussion