ChemOrbis Global Petrochemicals Conference

08:00-09:15

Registration 📝 & Welcome Coffee ☕

09:15-09:30

Opening & Welcome Address

09:30-10:00

Market Outlook
Alp Fehmi Özdenler - CEO, ChemOrbis

• Ebbs and flows in supply-demand dynamics during covid-era
• An analysis of polymer prices fueled by energy and shipping crisis
• Bubble bursts; so what lies ahead?

10:00-10:45

Economic Outlook
Özlem Derici Şengül - Founder, Spinn Consulting

• Post-covid risks and challenges ahead
• Russia-Ukraine conflict and its reverberations
• Commodities and energy markets outlook
• Growth and inflation outlook across regions
• The central bank actions and possible scenarios

10:45-11:15

Q&A - Coffee Break ☕

11:15-11:45

Upstream Markets
Esra Ersöz - MI Director, ChemOrbis

• Crude oil prices between the devil and the deep blue sea: War-driven supply crunch vs demand destruction fears
• Where do energy markets head from here?
• Not only energy, but also naphtha supplies to Europe hit hard by Russia-Ukraine war
• Monomers squeezed between high costs and falling downstream prices
• Supply management gains more prominence for monomers across Asia, Europe

11:45-12:30

North and South American Poliolefin Markets
Esteban Sagel - Principal, Chemical and Polymer Market Consultants

• What comes next for the regional polyolefins industry?
• Will the North America/South America linkage be as important as ever?

• Supply, demand and trade trends in the continent

• The challenges overseas trade face
• Is there still additional appetite for investments in the region?

12:30-13:30

Q&A - Lunch Break 🍽️

13:30-14:15

PE Markets - Europe & Turkey & Asia
ChemOrbis Market Information Team

• Competition heats up: New capacities vs ebbing demand
• Energy crisis in place: Margins squeezed or improved for PE producers?
• New patterns in trade flow: Turkey and Vietnam stand out as China’s import buying appetite shrinks
• Europe loses historic premium despite ongoing supply-chain issues
• 12-Month Forecast for PE markets

14:15-15:00

PP Markets - Europe & Turkey & Asia
ChemOrbis Market Information Team

• China on the brink of becoming the new giant PP exporter
• Turkey’s PP demand outlook still promising despite economic challenges
• How will Europe manage rising local supplies this time? Rush back to exports or cut production again?
• PP producers face poor margins; is further tightening ahead?
• 12-Month Forecast for PP markets

15:00-15:30

Q&A - Coffee Break ☕

15:30-16:15

PVC  Markets - Europe & Turkey & Asia
ChemOrbis Market Information Team

• Coal and electricity: Crucial production costs for PVC
• European PVC market’s premium over globe: till kingdom come?
• Is Russia the new France in Turkey’s PVC suppliers?
• Chinese PVC is the new market setter in India, not Taiwan
• 12-Month Forecast for PVC markets

16:15-16:45

Styrenic Markets - Europe & Turkey & Asia
ChemOrbis Market Information Team

• European GPPS market under heavy strain from ban on single-use plastics
• Recession fears hit global demand for ABS and HIPS
• Asian producers maintain disciplined rate cuts; but for how long?

16:45-17:15

PET  Markets - Europe & Turkey & Asia
ChemOrbis Market Information Team

• PET markets remain cost-sensitive amid ample supplies
• Turkish PET market becomes self-sufficient
• Asian PET: Spare tyre for European buyers at times of high prices

17:15-17:30

Recycled Polymers - Europe & Turkey
ChemOrbis Market Information Team

• A look at recycled polymer markets in Turkey and Europe
• Future of recycled industry: Fast growth in investments
• Challenges for Turkish recycling companies

Q&A - Conference Closing Remarks