Risks and Opportunities to consider when Investing in Chemicals in a post COVID World
The Chemical Industry has and continues to play a critical role in enabling modern living, thanks to its low cost and integral societal benefits, ranging from technology advancements, lightweighting, reducing food waste and mitigating the risks from communicable diseases. However, this success has also generated some major challenges, in particular relating to sustainability, which investors are now having to consider alongside their usual focus on growth, cyclicality, cash flows, and regional competitiveness. This session will provide insights on how to think about investing in the Chemicals space from the perspective of different personas involved in allocating capital.
Societal change is prompting new directions in the fertilizer sector. Various consequences for Nitrogen, Sulphur and other products could arise from a shift towards green fertilizers driven by social trends in sustainability, including new shipping regulations and shifts in demand in refineries for cleaner fuel. The Fertilizer and Agribusiness Seminar will address the changes ahead fort the fertilizer and crop chemicals sector and address some of the environmental issues driven by societal trends.
India will be one of the worlds largest economies driving consumer trends that affect chemicals consumption – a massive, opening, market. Meanwhile changes in Energy Transition are driving new investment patterns in India to focus on petrochemical opportunities. New government regulations are enabling change - driving towards a basket of energy provision and refinery petrochemical integration. What will be the impact of India on global economies and petrochemical markets? Will the sub-continent be an attractive location for global investment flows? The mainland Chinese chemical industry is faced with an unprecedented set of challenges – but certainly also some opportunities – this coming year.
Middle East Forum
The Energy Transition Journey: How this Global Trend can impact the Mideast Investment patterns?
Energy Transition has seen a drive away from traditional refineries and a focus on mega integrated sites. short and long term business decisions. The Mideast has been the focus of investment flows-including the new oil to chemicals technologies; meanwhile the region is attracting downstream investment for industry diversification along value chains. What is the next stage of development for the chemical and petrochemical industries of the Mideast? Who will be the key players, what is the role of government organizations vs the private sector and how will regional consumption patterns emerge?
A pandemic, low oil prices, a new Five Year Plan and a new US Administration – China chemicals at a crossroads
The world is still grappling with the COVID-19 pandemic, as effective vaccines will not be widely available for some time yet. On top of sputtering demand and low prices, the oil industry may also need to contend with the prospects of more Iranian oil coming onto the market if the Biden Administration eases pressure on Iran. Will tensions ease between mainland China and the US with a new Administration? What will be the impact of the new 5-Year Plan? The mainland Chinese chemical industry is faced with an unprecedented set of challenges – but certainly also some opportunities – this coming year.
The Energy Transition Journey: How this Global Trend can impact Latin America’s Petrochemical Industry?
Energy Transition is a clear and present industry trend affecting short and long term business decisions. Each Region in the world is at a different stage in its implementation. European companies are well ahead of the game while other regions like Latin America are still trying to understand how to best join this trend while dealing with industry challenges, in particular relating to sustainability, which investors are now prioritizing alongside their usual focus on growth and Regional competitiveness. This session will provide insights from industry leaders on how different countries: Brazil, Argentina and Mexico are preparing to join this Energy Transition journey.
The transition from the linear plastics model to a circular ecosystem is a critical challenge to the industry. Understand the transition as framed within the context of 3 ecosystem levers. The quantification of Infrastructure and technology investment at scale is defined to address increasing volumes of plastics waste while the Plastics End-of-Life situation becomes much worse before it gets better. See how policy decisions on where and how to intervene to affect real change are not well understood. We will review how the circular business models for viable economic and carbon emissions performance are embryonic.