2020年1月13-14日
シンガポール、Pan Pacific Singapore

Argus Chlor-Alkali Asia


アジェンダ

  • 08:30
  • -
  • 09:10
  • 登録手続き、朝食
  • 09:10
  • -
  • 09:20
  • 議長による開会の挨拶、反トラスト法に関連する注意事項の確認
  • 09:20
  • -
  • 09:50
  • 世界のクロールアルカリ市場のなかでアジア産の苛性ソーダと塩素化誘導体に適した地域
  • 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
  • -
  • 10:20
  • スポットライト:中国における生産能力、製品需要、投資環境の動向
  • 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
  • -
  • 10:40
  • 南北アメリカの業界関係者との対話:アジア産製品にとっての米国西海岸と南米市場のビジネスチャンス
  • 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
  • -
  • 11:25
  • ネットワーキングブレイク
  • 11:25
  • -
  • 11:45
  • アジア地域における塩の品質と価格:国内供給と輸入に対する産出国の戦略
  • Who are the main importers and exporters of salt?
  • How does quality very with price?
  • Changes in trade and international relationships
  • 11:45
  • -
  • 12:05
  • インドが純輸出国になる可能性とそれに伴うアジア市場での力関係の大きな変化
  • 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
  • -
  • 12:40
  • アジアの地域間競争:クロールアルカリ供給での地域間競争の展開
  • 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
  • -
  • 14:00
  • 昼食
  • 14:00
  • -
  • 14:20
  • 景気後退と通貨下落によるクロールアルカリ製品需要の減少
  • Influence of depreciation in Indonesian, Malaysian and Thai markets
  • How will the Chinese economy find stability?
  • Global pressures on GDP
  • 14:20
  • -
  • 14:40
  • 中国の環境対策:産業分野における環境基準の厳格化による中国市場の変化
  • 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
  • -
  • 15:00
  • 米中貿易戦争のリスクと今後の展開
  • 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
  • -
  • 15:50
  • エチレンの価格と供給状況がポリ塩化ビニルの生産に及ぼす影響
  • 15:50
  • -
  • 16:10
  • ポリ塩化ビニルの生産:原料の供給状況、生産能力、成長
  • 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
  • -
  • 16:30
  • 活況を呈する建設部門:ポリ塩化ビニルの需要が拡大する可能性
  • 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
  • -
  • 16:40
  • 総括
  • 16:40
  • -
  • 18:40
  • 懇親会
  • 08:50
  • -
  • 09:20
  • 登録手続き、朝食
  • 09:20
  • -
  • 09:30
  • 議長による開会の挨拶、反トラスト法に関連する注意事項の確認
  • 09:30
  • -
  • 09:50
  • ケーススタディ:リチウム生産のための新たなプロジェクトと苛性ソーダに求められる条件
  • 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
  • -
  • 10:10
  • 輸送部門の環境対策:水素燃料電池と電動輸送機器が生み出すクロールアルカリ業界の新たなビジネスチャンス
  • New revenue streams from demand for hydrogen
  • Scope of hydrogen manufacturing and demand
  • EVs: Supporting growth in the alumina industry
  • 10:10
  • -
  • 10:30
  • 紙パルプ製造分野における事業戦略と動向
  • 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
  • -
  • 11:00
  • ネットワーキングブレイク
  • 11:00
  • -
  • 11:20
  • 不安定化するアルミナ業界の状況
  • 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
  • -
  • 11:40
  • アジア地域の繊維業界で苛性ソーダが成長する可能性
  • 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
  • -
  • 12:15
  • 苛性ソーダ市場のリスクへの対処と克服に向けた最終用途分野の業界の取り組み
  • 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
  • -
  • 13:20
  • ネットワーキングブレイク
  • 13:20
  • -
  • 13:40
  • エネルギー分野における情勢の進展とコスト面の影響
  • 13:40
  • -
  • 14:00
  • 国際海事機関 (IMO) が2020年から実施を予定している船舶燃料の硫黄含有量規制強化がアジア地域の流通に及ぼす影響
  • 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
  • -
  • 14:30
  • ネットワーキングブレイク
  • 14:00
  • -
  • 15:00
  • 最終用途分野の業界関係者によるグループ討論
  • 15:00
  • -
  • 15:10
  • 総括

* 不測の事態により、事前の予告なしにプログラムが変更される場合があります。