13 一月 - 14 一月 2020
Singapore

Argus Chlor-Alkali Asia

  • 08:30
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  • 09:10
  • Registration and refreshments
  • 09:10
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  • 09:20
  • Chairperson’s opening remarks and antitrust reminder
  • 09:20
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  • 09:50
  • Where do Asian caustic soda and chlorine derivatives fit in the global chlor-alkali market?
  • Products and qualities in the market: US, Asia, Middle East and Europe
  • New projects and capacities on the market
  • Shifts and developments of the biggest trading partners with Asia
  • 09:50
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  • 10:20
  • Spotlight: How has capacity, product demand and the investment landscape developed in China?
  • Are Chinese consumers diversifying their purchasing portfolio?
  • How has capacity changed in China and what new capacity is in the pipeline?
  • Can regulation help bolster further investment into the Chinese chlor-alkali industry?

  • 10:20
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  • 10:40
  • Interviews on the Americas: How the West Coast and LATAM markets offer opportunities for Asian products
  • Outline of trade between Asia and the America’s
  • Will Brazil increase imports for alumina refining?
  • US and LATAM: Struggles in maintaining the America’s as a main export region and how they are overcome
  • 10:40
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  • 11:25
  • Networking break
  • 11:25
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  • 11:45
  • Quality and price of salt across the Asian region: How producers navigate strategies for domestic supply vs imports
  • Who are the main importers and exporters of salt?
  • How does quality very with price?
  • Changes in trade and international relationships
  • 11:45
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  • 12:05
  • Can India become a net exporter and how could this disrupt Asian market dynamics?
  • Which markets are potential export opportunities for Indian products?
  • Expansion plans: Capacities, investments and challenges
  • Where does Indian chlorine go? Which sectors are using it?
  • 12:05
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  • 12:40
  • Asian intraregional competition: How are the regional discrepancies in chlor-alkali supply developing?
  • Qualities and trade of regional products: China, North East Asia, India, South East Asia
  • Are there currently competitive advantages of North East Asian products?
  • Are consumers changing the buying behaviours? Is there a shift to higher quality caustic soda?
  • 12:40
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  • 14:00
  • Lunch break
  • 14:00
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  • 14:20
  • How economics and depreciation are disrupting demand for chlor-alkali products
  • Influence of depreciation in Indonesian, Malaysian and Thai markets
  • How will the Chinese economy find stability?
  • Global pressures on GDP
  • 14:20
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  • 14:40
  • Blue sky action plan: How is tighter environmental standards for industry changing the Chinese market?
  • Measures and regulations creating risks for producers
  • Capacity closures: How has the end-use and chlor-alkali manufacturers been impacted so far?
  • How strict will environment policy in China be against manufacturing sectors and what does this mean for industrials’ margins, going forward?
  • 14:40
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  • 15:00
  • Risks and developments in the China-US trade war
  • How has the China-US trade war impacted economics in Asia
  • Wider trading disputes and how they have disrupted Asian demand
  • Challenges through tariffs and risks in exporting overseas
  • 15:30
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  • 15:50
  • How ethylene pricing and availability is impacting PVC production
  • 15:50
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  • 16:10
  • PVC manufacturing: Availability, capacity and growth
  • Risks and results in the supply of ethylene from the US to the Far East
  • Will the PVC industry continue on a positive growth trajectory
  • Have the trade wars impacted China EDC?

  • 16:10
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  • 16:30
  • A booming building sector: Positive growth opportunities for PVC demand
  • To what degree is the expanding construction sector growing demand for PVC products?
  • To what extent are global environmental challenges causing obstacles to some growth in the PVC industry?
  • How does the PVC industry influence caustic soda markets?
  • 16:30
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  • 16:40
  • Closing remarks
  • 16:40
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  • 18:40
  • Evening drinks reception
  • 08:50
  • -
  • 09:20
  • Registration and refreshments
  • 09:20
  • -
  • 09:30
  • Chairperson’s opening remarks and antitrust reminder
  • 09:30
  • -
  • 09:50
  • Case study: New lithium projects and the need for caustic soda
  • Market drivers for lithium demand
  • New capacities for lithium in Asia
  • What are the quality and quantity needs of caustic soda for lithium manufacturers?
  • 09:50
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  • 10:10
  • Cleaning-up transport: How hydrogen fuel cells and EVs are generating new business opportunities for the chlor-alkali sector
  • New revenue streams from demand for hydrogen
  • Scope of hydrogen manufacturing and demand
  • EVs: Supporting growth in the alumina industry
  • 10:10
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  • 10:30
  • Business strategies and developments in pulp and paper
  • Where have we seen growth in production for pulp and paper products?
  • Global trade flows of pulp and paper products
  • Availability of process chemicals to support increases in pulp and paper production
  • 10:30
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  • 11:00
  • Networking break
  • 11:00
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  • 11:20
  • To what extent has the alumina industry destabilised?
  • Production capacity utilisation in Asia, especially China and Australia
  • How does alumina industry adapt to disruptions in trade dynamics?
  • Demand risks for caustic soda
  • 11:20
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  • 11:40
  • Growth opportunities for the Asian textile industry
  • How much caustic soda goes into the textile industry: Where does it go to and where does it come from?
  • What qualities of caustic soda used for caustic soda production?
  • Where opportunities for the textile industry to grow are and what does this mean for caustic soda?
  • 11:40
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  • 12:15
  • Buyers digest: How end-use industries manage and overcome caustic soda market risks?
  • Buying strategies and trends for caustic soda
  • What does the buyer need to think about when sourcing caustic soda?
  • Competition for product supply
  • 12:15
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  • 13:20
  • Networking break
  • 13:20
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  • 13:40
  • How will the energy landscape progress and what does this mean for costs?
  • 13:40
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  • 14:00
  • What will IMO2020 mean for Asian distribution?
  • Current scope of critical transport routes and storage for chlor-alkali products
  • How distribution routes and vessels have changed for IMO2020 and the implications for distributors
  • How does IMO2020 affect logistics costs?
  • 14:00
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  • 14:30
  • Networking break
  • 14:00
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  • 15:00
  • End-use segments roundtables
  • 15:00
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  • 15:10
  • Closing remarks