Olefins and Polyolefins

ETHYLENE Study
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Study Prospectus

Ethylene Rationalization & The China Factor

In collaboration with Dragoman, a leading geopolitical risk consulting company with specific expertise in China, C-MACC has prepared a detailed study looking both at the supply/demand implications of recent and changing behavior and where we may see the much necessary consolidation required to repair what could be chronic oversupply.

This analysis moves well beyond a traditional cost analysis/cost curve approach as integration will be a gating factor in closure decisions, with upstream integration likely more important this time around.

Topic 1

Olefins and polyolefins face the worst downturn the industry has ever experienced.

Topic 2

China’s economic outlook is subdued because of changed fundamentals and is further handicapped by political priorities that make modeling difficult.

Topic 3

Energy transition adds the wildcards of NOCs investing to consume crude oil and other feedstocks, including China investing heavily in green chemicals.

JOIN THE WAITLIST!

The generic report will be ready by November 30th, 2023, with customized analysis prepared on a first come first served basis.
Contact us by clicking the button below to schedule a call with us!

Options

The Report Is Being Offered In Three Forms

Customized Options

  • Where do your facilities fit in different cost scenarios and under different demand assumptions?
    • Are there scenarios under which your facilities sit close to the top of a cost curve?
  • Where do you benefit from or where are you at risk from integration or lack thereof – upstream and downstream?
  • How should your strategies change under different demand scenarios, different decarbonizing cost scenarios, and different energy cost assumptions
    • What circumstances would drive you to:
      • Exit specific locations or the entire business. Options to exit.
      • Hunker down and wait. How long and how much could you lose while you wait?
      • Expand through M&A of through new capital investment, who to buy and when?

    Generic Study

    As is, full of all the analysis and data but not customized in any way.
    + A one-hour video discussion with the team.

    Both Custom Options Will Include:

    Analysis around how decarbonization costs could impact decision making.

    Cold Eyes Custom

    We will take the models and conclusions of the generic study and prepare a specific review for the client – summarizing expected risks and opportunities – no data from the client, but possible alternative scenarios to review.

    Fully Customized and Collaborative

    Most likely under NDA – deep dive into options for the business overall and for individual facilities.

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