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Latin America – 3 Regions on 2 Continents With
Significant Potential
• Large market with 640 Million of North
finished goods consumers America
• Mid America: MEX, VEN, COL
Fabricated Products
Oil Naphtha Ethylene
China
Coal Petrochemicals
Coal Electricity
Venezuela 191
200
Brazil 25%
25%
43 100
57
36 41
21
2 14 15 7 18 4 9
0
Brazil Mexico
©Chemicals
2016 IHS. ALL RIGHTS
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Frontiers: Industry Innovates and Adjusts to Uncertainty in Energy and Economy
State of the Industry
Latin America
2016
©Chemicals
2016 IHS. ALL RIGHTS
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Frontiers: Industry Innovates and Adjusts to Uncertainty in Energy and Economy 9
Chemical Industry Trade Balance: Changed in 2016
Brazil & Mexico Trade Deficit
-20 -8,9
-11,9
-30 -10,1
-17,1
-40 -16,5
-19,1 -20,5
-19,5 -21,4
-50
-60
Brazil Mexico
Source: IHS © 2016 IHS
©Chemicals
2016 IHS. ALL RIGHTS
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Frontiers: Industry Innovates and Adjusts to Uncertainty in Energy and Economy 10
Latin America Resins Consumption Potential
Kg. per Capita
Polyethylene Polypropylene
45 20
40 18
35 16
14
30
12
25 Argentina
10
20 Brazil
8
USA
15
6
10 4
5 2
- -
2014 2015 2014 2015
©Chemicals
2016 IHS. ALL RIGHTS
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Frontiers: Industry Innovates and Adjusts to Uncertainty in Energy and Economy 11
Latin America Plastics Net Trade
5,0 44,0
4,0 42,0
3,0 40,0
2,0 38,0
1,0 36,0
0,0 34,0
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Plastics Net Trade Net Trade as a % of Production
Source: IHS © 2016 IHS
©Chemicals
2016 IHS. ALL RIGHTS
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Frontiers: Industry Innovates and Adjusts to Uncertainty in Energy and Economy 12
Latin America PE Net Trade (Includes Mexico)
3,5 85,0
2,5 75,0
2,0 70,0
1,5 65,0
1,0 60,0
0,5 55,0
0,0 50,0
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
PE Net Trade Net Trade as a % of Production
Source: IHS © 2016 IHS
©Chemicals
2016 IHS. ALL RIGHTS
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Frontiers: Industry Innovates and Adjusts to Uncertainty in Energy and Economy 13
A Steady Decrease in Latin America Polyolefins Self-Sufficiency
Polyolefins Self-Sufficiency
100%
Percentage of Demand
80%
-15%
60%
5%
40%
Opportunity for more integrated
20% Americas net trade and
L. America investments
0%
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
PE Production as % of Demand PP Production as % of Demand
Source: IHS © 2016 IHS
©Chemicals
2016 IHS. ALL RIGHTS
Enter NewRESERVED.
Frontiers: Industry Innovates and Adjusts to Uncertainty in Energy and Economy
Mexico, first to enjoy additional capacity with attractive feedsotck.
Take Away Braskem/Idesa start up of 1 million tons of ethylene in March 2016.
Growth in Agriculture/Aerosapce/Automotive industries.
Latin America 2016
Argentina’s potential for additional ethane/propane/naphthas is
increasing with Vaca Muerta and new Political/Economic environment.
Will take time but it is moving in the right direction.
Bolivia is expected to develop its natural gas reserves. PDH unit and
PP capacity should be the first to come on-stream. However, not
sooner than 2020.
©Chemicals
2016 IHS. ALL RIGHTS
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Frontiers: Industry Innovates and Adjusts to Uncertainty in Energy and Economy 15
Presentation Name / Month 2016
To Close
#IHSLAPPC
LAPPC 2016:
6th Annual Latin American Petrochemicals
& Polymers Conference
November 18-19, 2016
Sheraton Buenos Aires & Convention Center
Buenos Aires, Argentina
© 2016 IHS. ALL RIGHTS RESERVED. 17