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Chemicals, Materials & Food
Industry Track

GIL 2014: Latin America
The Global Community of Growth, Innovation and Leaders...
From Commodity to Specialty
Impact and Trends on the Chemical Industry in LATAM

GIL 2014: Latin America
The Global Commun...
CMF Industry Track Agenda

1. Growth Challenges for the LATAM Chemical industry, what are
the trends today and what will i...
CMF Industry Track Agenda

1. Growth Challenges for the LATAM Chemical industry, what are
the trends today and what will i...
The Latin America Chemical Industry is expected to grow by 6.0% from 2012 to
2020, being Brazil and Colombia the fastest g...
Mega Trends
Impact and Trends on the Chemical Industry in LATAM

NAFD-MT

6
Definition of Mega Trends
Trends Covered In This Report
Urbanization – City
as a Customer

Connectivity and
Convergence

F...
Latin America’s GDP versus Population Levels
GDP To Reach $15.144 Trillion in 2025.

6.5%

GDP Forecast, Latin America, 19...
Engines of Growth
Chile, Peru, and Colombia will Experience the Highest GDP Growth Rates in the Region by 2025.
GDP Foreca...
Infrastructure Development
Projected Global Infrastructure Investment 2005-2030
Projected Global Infrastructure Investment...
Impact on Chemicals
Transportation infrastructure development will be a benefit for the chemical industry, as it will enab...
Impact in the Civil Construction Industry
Construction sector is likely to grow at rates above 5% by 2020 in countries lik...
Water Treatment:
Investments in this area are expected to reach $75.5 billion by 2020

Brazil
$25.0 billion investment in ...
COMMODITY vs. SPECIALTY



Advantages



Challenges



Growth Opportunities



Commodity Case Study



Specialty Case...
Analysis of Growth Opportunities

Specialty Chemicals to Witness Faster Growth in Most Regions
Chemicals Market: Market Sh...
Commodity vs. Specialty: Advantages

Commodity
 Large sales volume
 Basis for a wide range of
products
 Lower product p...
Commodity vs. Specialty: Challenges

Commodity
 Large market concentration in
the hands of a few
competitors, which means...
Commodity vs. Specialty: Case Studies

Commodity

NAFD-MT

Specialty

18
Commodity vs. Specialty: Commodity Case Study

• Largest producer of polymers in Americas
• Why they’re successful
• Marke...
Commodity vs. Specialty: Specialty Case Study

• Chemical company focused on specialties for
Paints, Construction, Adhesiv...
Commodity vs. Specialty: What does your company have
to consider?
Company’s Current Value Proposition

Commodity
 High qu...
Commodity vs. Specialty: What does your company have
to consider?
Vertical Market Target

Commodity








Governm...
Commodity vs. Specialty: What does your company have
to consider?

“Specialties turn into commodities. That’s the natural
...
Thank you!

NAFD-MT

24
CMF Industry Track Agenda

1. Growth Challenges for the LATAM Chemical industry, what are
the trends today and what will i...
Case Study

NAFD-MT

26
Evonik.
Power to create.

Reynaldo Sanna
São Paulo – January 30, 2014
Agenda

About Evonik
Evonik significant megatrends

Oil & Gas highlights
Q & A session
Agenda

About Evonik
Evonik significant megatrends

Oil & Gas highlights
Q & A session
Our position

Evonik - the creative
industrial group from
Germany - is one of the
world's leading specialty
chemicals comp...
An attractive company
• One of the global leaders in
specialty chemicals
• AiM: Profitable growth and
sustained value crea...
A worldwide presence

~7%
of global
sales

January 2014 | Corporate Presentation

Page 32
Key figures 2012

Sales*
Adjusted EBITDA*

€13.4 billion
€2.4 billion

Profitability (adjusted EBITDA margin)

19.0%

Retu...
A common goal

Sustained and
above-average
profitability in all
business operations.

January 2014 | Corporate Presentatio...
Our focus:
Specialty chemicals
• Evonik is one of the global leaders in specialty
chemicals

• Most of sales are generated...
Agenda

About Evonik
Evonik significant megatrends

Oil & Gas highlights
Q & A session
Our focus:
Geared to megatrends
Megatrend = a significant, far-reaching, and sustained
trend.

Megatrends:
•
•
•
•

are lo...
From trends to new markets
Identifying trends:
What changes are visible?

Screening trends:
Which are most important for E...
Resource efficiency
• The world's population is growing by 73 million
people a year.

• Global demand for energy will more...
placeholder visual

Who drives 5,000 kilometers
without a drop of gasoline?
We do.

January 2014 | Corporate Presentation
...
... and what do we do?
• Lower rolling resistance: Tires made with the latest
silica-silane technology from Evonik have le...
... and what do we do?
• Lightweight construction: Evonik is developing
high-performance plastics that can replace
convent...
... and what do we do?
• DYNAVIS®: Evonik produces high-performance
additives for hydraulic fluids that maintain their
lub...
Agenda

About Evonik
Evonik significant megatrends

Oil & Gas highlights
Q & A session
Materiais Termoplásticos para a
indústria de Óleo & Gas

VESTAMID® NRG na Camada de
Barreira de Tubos Flexíveis
VESTAMID® ...
Materiais Termoplásticos para a
indústria de Óleo & Gas

VESTAMID® NRG em linhas de
distribuição de gás natural

VESTAKEEP...
Oil Additives:
Performance & efficiency-enhancing
High-performance additives and synthetic base
oils for optimized automot...
Oil Additives:
Main Drivers and Key Products
Main products

Viscosity improvers
Pour point
depressants
Dewaxing aids

...
Evonik approach to Oil & Gas market
Top Ten Oil Reserves

Evonik Approach

• Ongoing business: BL approach

• Focus in the...
Petrobras 2013-2017 Business Plan:
investments of US$ 147,5 billion in E&P represents
62,3% of the total investment for th...
Petrobras 2013-2017 Business Plan:
2020 goal is to double the 2013 oil production volumes
reaching 4,2 million bpd

Page |...
General market feeling is not positive regarding
Petrobras performance

Doubtful profitability in 2013 caused by high pres...
InovaPetro: € 1,2 billion to attract
investments in the Oil & Gas industry
Joint initiative: € 1,2 bn (2012- 2017)

Foment...
Challenges Oil & Gas industry

!?
!
?!
!!
?!

•

Missão empresarial e gestão Petrobras

•

Logística do Pré-Sal

•

Gestão...
Reynaldo.Sanna@evonik.com
Phone: + 55 11 3146 4156
CMF Industry Track Agenda

1. Growth Challenges for the LATAM Chemical industry, what are
the trends today and what will i...
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  • Apresentação / AgradecimentoGancho com a apresentação da manhã
  • Apresentação / AgradecimentoGancho com a apresentação da manhã
  • Apresentação / AgradecimentoGancho com a apresentação da manhã
  • Aqui nós vamos destacar 2 implicações diretas da Megatendencia de Urbanização na AL: crescimento acelerado nas áreas de construção civil e de água e saneamento.Com exceção da Argentina, onde muito projetos no setor privado foram desacelerados ou cancelados, observa-se uma taxa de crescimento bastante atrativa no setor da construções em diversos países da região. No Brasil, além dos grandes eventos e da falta de infraestrutura que irá fazer com que o setor cresça a uma taxa de 6.5% até 2020, nós temos o fator do déficit habitacional. Até 2020, nós prevemos que devem ser construídos mais de 2.1 bilhões de m2 para suprir uma demanda de 27 milhões de novos moradores em áreas urbanas. No Brasil, um grande desafio é a falta de mão-de-obra especializada, gerando inflacionamento dos salários no setor e ainda perdas durante obras, devido a falta de preparo do profissional. Outro ponto importante, é que o setor de construção vem buscando aprimorar sua oferta de produtos e soluções para o mercado, principalmente na área de aditivos de concreto e de adesivos. Porém, a avaliação de produtos baseada no preço unitário restringe a diversificação e customização de produtos na área da construção. Peru:No Peru, o setor de construção civil vem sendo fortemente impulsionado pela ascenção da classe média e pelo acesso facilitado ao crédito. Tanto o governo quanto instituições privadas desenvolveram linhas de crédito que facilitaram o acesso à moradia própria. Em 2010, o crescimento da ind de construção no Peru chegou a ultrapassar os 17%.Algo notável no boom da construção civil no Peru é a crescente demanda por apartamentos de médio e alto padrão. Predominan los departamentos de 3 ambientes cuya superficie mínima según los códigos de edificación debe ser mínimo de 100m2 y máximo de 180m2.Pero lo que opera como dinamizador del crecimiento de la construcción es el número de proyectos habitacionales destinados principalmente a la clase media baja y baja que se está incrementando de manera muy importante, gracias a la actuación de programas de vivienda populares como Mi Vivienda, Techo Propio, entre otros.Colombia:No caso da Colombia, o crescimento do setor de construção segue impulsionadopelo Plano Nacional de Desenvolvimento 2010-2014, queincluiprojetos de infraestrutura, mobilidade e no setor de o&G (meta é aumentar a produção de petróleoem 40% nospróximos 5 anos). O planoinclui, por ex, investimentos de $ 22 B paraconstrução e manutenção de 7000 km de rodovias. Incentivos para participação do setor privados nas obras também são um driver importante para o setor. Informações boom da construção no Peru:http://econoblognet.blogspot.com.br/2012/01/el-boom-de-la-industria-de-la.htmlhttp://gestion.pe/noticia/257612/construccion-sostendra-crecimiento-peruntTypes/common/records/mostrarDocumento/?doc=4388004
  • Transcript of "GIL 2014 Latin America - Chemicals, Materials and Food Track"

    1. 1. Chemicals, Materials & Food Industry Track GIL 2014: Latin America The Global Community of Growth, Innovation and Leadership 30 January 2014 São Paulo, Brazil NAFD-MT 1
    2. 2. From Commodity to Specialty Impact and Trends on the Chemical Industry in LATAM GIL 2014: Latin America The Global Community of Growth, Innovation and Leadership 30 January 2014 São Paulo, Brazil Roberta Gamble, Partner NAFD-MT 2
    3. 3. CMF Industry Track Agenda 1. Growth Challenges for the LATAM Chemical industry, what are the trends today and what will it be tomorrow 2. Case Study Presented by Evonik 3. Panel Discussion – From Commodity to Specialty – what is the trend in LATAM? NAFD-MT 3
    4. 4. CMF Industry Track Agenda 1. Growth Challenges for the LATAM Chemical industry, what are the trends today and what will it be tomorrow 2. Case Study Presented by Evonik 3. Panel Discussion – From Commodity to Specialty – what is the trend in LATAM? NAFD-MT 4
    5. 5. The Latin America Chemical Industry is expected to grow by 6.0% from 2012 to 2020, being Brazil and Colombia the fastest growing countries in the region Chemical Industry in Latin America: 2012 x 2020 (billion US dollars) 17.0 55.2 5.9% CAGR 10.5 35.0 6.2% CAGR 2012 2012 2020 260.0 2020 153.0 6.9% CAGR 2012 2020 33.2 The LA chemical industry is expected to 23.0 grow from US$294 billion to US$466 4.7% CAGR billion in the 2012–2020 period. 2012 NAFD-MT 2020 5
    6. 6. Mega Trends Impact and Trends on the Chemical Industry in LATAM NAFD-MT 6
    7. 7. Definition of Mega Trends Trends Covered In This Report Urbanization – City as a Customer Connectivity and Convergence Future of Renewable Power Health, Wellness, a nd Well Being Social Trends Future Infrastructure Development Multilatinas Social Programs Economic Trends Innovating to Zero Business Process Outsourcing New Business Models Source: Frost & Sullivan analysis. NAFD-MT 7
    8. 8. Latin America’s GDP versus Population Levels GDP To Reach $15.144 Trillion in 2025. 6.5% GDP Forecast, Latin America, 1990–2025 $16.000 $ 15.144 6.0% $14.000 Nominal GDP (Trillion) $12.000 $10.697 4.4% $10.000 $7.348 $8.000 $6.000 0.4% $4.851 $4.000 $2.653 $2.095 1995 $2.000 $1.804 2000 $0.000 2005 2010 2015 2020 2025 Population (million) 471 510 545 577 608 636 661 Real GDP (% growth rate) 0.7 4.4 4.6 6.0 5.8 5.2 5.4 Per Capita Income $3,829.5 $4,110.4 $4,868.1 $8,401.9 $12,086.7 $16,823.3 $22,927.3 Note: GDP and per Capita Income at market prices Source: IMF; World Bank; ECLAC; Frost & Sullivan analysis. NAFD-MT 8
    9. 9. Engines of Growth Chile, Peru, and Colombia will Experience the Highest GDP Growth Rates in the Region by 2025. GDP Forecast and Key Industries, Selected Countries, 2011–2025 2 Colombia Mexico 2011 - $333.18 Billion 2025 - $1,041.88 Billion 2011 - $1,151.25 Billion 2025 - $2,826.54 Billion Key Industries: Oil & Gas Coal Agriculture Key Industries: Oil & Gas Automotive Aerospace 1 Peru Brazil 2011 - $180.46 Billion 2025 - $555.91 Billion 2011 - $2,476.65 Billion 2025 - $5,436.55 Billion Key Industries: Mining Natural Gas Fishing Chile 2011 - $248.59 Billion 2025 - $676.82 Billion Major Economies Engines of Growth Key Industries: Copper Fishing Key Industries: Oil & Gas Automotive Agriculture 3 Argentina 2011 - $448.17 Billion 2025 - $1,097.74 Billion Key Industries: Food Processing Automotive Livestock Agriculture Note: The figures denote GDP at current prices Note: Engines of growth are those economies Bankwill show the Sullivan economic growth Source: International Monetary Fund, World that and Frost & highest rates along the forecast period Source: World, Bank; International Monetary Fund Database; Frost & Sullivan analysis. NAFD-MT 9
    10. 10. Infrastructure Development Projected Global Infrastructure Investment 2005-2030 Projected Global Infrastructure Investment, 2005-2030 Water Power Road & Rail Air/Seaports North America Europe 5,000 4,000 Total $22,610bn $9,000bn $7,800bn $1,590bn 4,000 3,000 3,000 2,000 2,000 1,000 400 0 300 1,000 Middle East 200 0 100 0 Africa Latin/South America 6,000 800 Asia/Oceania 10,000 600 8,000 400 6,000 2,000 200 4,000 0 0 4,000 2,000 0 Source: Morgan Stanley NAFD-MT 10
    11. 11. Impact on Chemicals Transportation infrastructure development will be a benefit for the chemical industry, as it will enable easier shipping of chemicals Utilities infrastructure  More important to the Chemical industry will be development of global infrastructure for supply of electricity, water and other key utilities.  Polymers such as PE form a key part of water supply infrastructure, whilst water treatment chemicals ensure that the water supplied is of safe drinking quality. producer Borealis has initiated a programme called "Water for the World", the goal of which is to provide sustainable solutions for the availability of safe water and sanitation. Transportation infrastructure  As one of the most important physical products transported around the world, global trade in bulk chemicals will benefit from improved infrastructure such as the Trans Siberian Railway.  A Trans-Asian rail infrastructure will give access between major petrochemical production facilities in Singapore and Malaysia, and cheap end-product fabrication sites e.g. in Vietnam.  Opportunities also exist for chemical companies to supply materials for infrastructure building, such as Bayer's innovative development of PU foams for use in track foundations  These offer benefits both in terms of increasing the lifespan of the track, and in reducing the noise and vibrations caused by passing trains A.Polymer B.An estimated 1 billion people on earth still have no access to clean water. C.Improving this statistic must be a key global mission between now and 2020 • 20% of chemicals in the US are transported by rail • This percentage is higher for hazardous chemicals such as chlorine, because of the inherent safety of rail transport • The figure is lower in Europe (8.8%), where sea transport is more viable, and barge and pipeline infrastructure are more developed NAFD-MT 11
    12. 12. Impact in the Civil Construction Industry Construction sector is likely to grow at rates above 5% by 2020 in countries like Brazil and Peru Mexico Mexico’s civil construction industry is likely to grow at an annual rate of 6% 10 skyscrapers standing over 200m are planned or already under construction Brazil FIFA World Cup 2014 and the Olympic Games 2016 will boost the civil construction industry which will grow at an annual average of 6.5% 2.1 billion sq. meters need to be built in order to meet future demands for 27.7 million new dwellers Colombia 60% of the investment in new housing projects will come from private sources Colombia’s civil construction industry is likely to grow at an annual rate of 4% Peru Peru’s civil construction industry is likely to grow at an annual average rate of 9.7% Argentina Argentina’s civil construction industry is likely to grow at an annual rate of 4.2% Source: Frost & Sullivan analysis NAFD-MT 12
    13. 13. Water Treatment: Investments in this area are expected to reach $75.5 billion by 2020 Brazil $25.0 billion investment in the country by 2020 Mexico Rio de Janeiro – From 56% to 80% of sewage treatment >$10.0 billion Investment in the country by 2020 São Paulo – 100% Universalization in 2020 for urban areas 6.5% CAGR in industrial water treatment chemicals by 2020 5.1% CAGR in municipal water treatment chemicals by 2020 Peru $1.7 billion Investment in Lima by 2014 $370 million – waste water treatment (16 plants) and sewage Argentina $9.5 billion Investment in Buenos Aires by 2020 Buenos Aires - 100% universalization by 2015 Source: Frost & Sullivan analysis NAFD-MT Sewage: from 59% to 95% coverage by 2020 13
    14. 14. COMMODITY vs. SPECIALTY  Advantages  Challenges  Growth Opportunities  Commodity Case Study  Specialty Case Study NAFD-MT 14
    15. 15. Analysis of Growth Opportunities Specialty Chemicals to Witness Faster Growth in Most Regions Chemicals Market: Market Share of Commodity vs. Specialty Chemicals by Region (World), 2009 and 2020 100 95 94 2009 85 2020 85 80 80 75 30 CAGR: 9-10% CAGR: 4% 40 CAGR: 4-5% 60 CAGR: 5-6% 65 CAGR: 3-4% Market Share by Value (%) 75 72 70 35 28 25 25 20 15 20 15 5 6 0 Commodity Chemicals Specialty Chemicals North America Commodity Chemicals Specialty Chemicals Latin America Commodity Chemicals Specialty Chemicals MEAF Commodity Chemicals Europe Specialty Chemicals Commodity Chemicals Specialty Chemicals APAC Source: Frost & Sullivan • As is evident from the graph above, the next decade could be the decade of specialty chemicals. The % of specialty chemicals as part of the overall chemicals sales will increase in all regions to 2020 • Across the world, sales of specialty chemicals could grow twice as fast as the market. Similar to the overall chemicals sales, growth of specialty chemicals is highest is the Asia Pacific region at 9-10% (CAGR 2009-2020) • Globally, specialty chemicals is expected to grow at a CAGR of 5-6% to 2020 NAFD-MT 15
    16. 16. Commodity vs. Specialty: Advantages Commodity  Large sales volume  Basis for a wide range of products  Lower product prices with moderate performance  Poses opportunities for a company to establish itself as market leader NAFD-MT Specialty  Allows greater product customization  High profit margins (good results with smaller volume of sales)  Allows exclusive contracts with clients  Higher value added to the product  Growing market stage 16
    17. 17. Commodity vs. Specialty: Challenges Commodity  Large market concentration in the hands of a few competitors, which means a high barrier to entry  Price varies according to the fluctuation of oil prices  Low flexibility to change the characteristics of the product (and are generic solutions with standardized specifications)  Low customer loyalty  Price driven market  Mature stage market, performing a moderate growth  Less opportunity for innovation  High volume of imports NAFD-MT Specialty  Competitive market where differentiation portfolio is key to enter the market  High resistance of customers to buy the product due to its high prices  Demands large investments in R&D and technical support  Depends on the identification of market niches requirements, demanding higher performance solutions  Low market penetration in LATAM (opportunity?)  Constant updates on portfolio  Lower dosage 17
    18. 18. Commodity vs. Specialty: Case Studies Commodity NAFD-MT Specialty 18
    19. 19. Commodity vs. Specialty: Commodity Case Study • Largest producer of polymers in Americas • Why they’re successful • Market leader in biopolymers • Major products are polyethylene and polypropylene (commodities) • 2011: acquisition of the polypropylene business of Dow Chemical • 2013: Acquisition of 70.59% of Solvay Indupa (manufacturer of PVC and caustic soda – both commodities) for US$290 million • Braskem will increase its annual production capacity to 1.25 million tons of PVC and 890 kton of caustic soda • Braskem recently invested around R$1 billion in a PVC plant in the state of Alagoas NAFD-MT 19
    20. 20. Commodity vs. Specialty: Specialty Case Study • Chemical company focused on specialties for Paints, Construction, Adhesives and Textile. • Why they’re successful • Focused strategy around key end user markets • 2011: Acquisition of Süd-Chemie (specialty chemicals company) for US$2.6 billion • Aims to achieve operating profit margins of more than 17% by 2015 • 2012: Clariant invested close to 3% of sales in R&D, developing new materials and products • 2012: Sale of textile chemicals, paper chemicals and emulsions business (areas that accounted for 15% of company sales) for SK Capital – private equity fund – for $ 550 million NAFD-MT 20
    21. 21. Commodity vs. Specialty: What does your company have to consider? Company’s Current Value Proposition Commodity  High quantity production capabilities  Ease of production scaling – up and down based on demand, economy  Price competitive  Supply-side agreements help reduce costs, fluctuations NAFD-MT Specialty  High technical ingenuity and innovation  Good communication of value proposition to client  Customized solutions  Technical support 21
    22. 22. Commodity vs. Specialty: What does your company have to consider? Vertical Market Target Commodity        Government Water/waste water Plastics Petrochemicals Mining Focus in meeting regulations Conservative mindset NAFD-MT Specialty  Pharmaceuticals, Healthc are and Personal Care  Automotive  Agrochemicals  Marine paints & coatings  But Price vs. Value still critical 22
    23. 23. Commodity vs. Specialty: What does your company have to consider? “Specialties turn into commodities. That’s the natural evolution of things” (…) “Portfolio management is necessary if we are to remain a real specialty chemical company.” Patrick Jany, Clariant's CFO NAFD-MT 23
    24. 24. Thank you! NAFD-MT 24
    25. 25. CMF Industry Track Agenda 1. Growth Challenges for the LATAM Chemical industry, what are the trends today and what will it be tomorrow 2. Case Study Presented by Evonik 3. Panel Discussion – From Commodity to Specialty – what is the trend in LATAM? NAFD-MT 25
    26. 26. Case Study NAFD-MT 26
    27. 27. Evonik. Power to create. Reynaldo Sanna São Paulo – January 30, 2014
    28. 28. Agenda About Evonik Evonik significant megatrends Oil & Gas highlights Q & A session
    29. 29. Agenda About Evonik Evonik significant megatrends Oil & Gas highlights Q & A session
    30. 30. Our position Evonik - the creative industrial group from Germany - is one of the world's leading specialty chemicals companies. January 2014 | Corporate presentation Page 30
    31. 31. An attractive company • One of the global leaders in specialty chemicals • AiM: Profitable growth and sustained value creation • Main shareholders: RAGStiftung, CVC Capital Partners 1843 January 2014 | Corporate Presentation 2007 Page 31
    32. 32. A worldwide presence ~7% of global sales January 2014 | Corporate Presentation Page 32
    33. 33. Key figures 2012 Sales* Adjusted EBITDA* €13.4 billion €2.4 billion Profitability (adjusted EBITDA margin) 19.0% Return on capital employed (ROCE) 17.2 % Employees as of Dec. 31, 2012 33,298 * excluding Real Estate January 2014 | Corporate Presentation Page 33
    34. 34. A common goal Sustained and above-average profitability in all business operations. January 2014 | Corporate Presentation Page 34
    35. 35. Our focus: Specialty chemicals • Evonik is one of the global leaders in specialty chemicals • Most of sales are generated in areas where Evonik holds leading market postitions • Strong integrated technology platforms • Balanced spectrum of business activities and end-markets • Close collaboration with customers • Market-oriented research and development January 2014 | Corporate Presentation Page 35
    36. 36. Agenda About Evonik Evonik significant megatrends Oil & Gas highlights Q & A session
    37. 37. Our focus: Geared to megatrends Megatrend = a significant, far-reaching, and sustained trend. Megatrends: • • • • are long-term are all-encompassing send out signals in many areas of life are generally global in scope Significant global megatrends for Evonik: • Health, Nutrition • Resource efficiency • Globalization January 2014 | Corporate Presentation Page 37
    38. 38. From trends to new markets Identifying trends: What changes are visible? Screening trends: Which are most important for Evonik? Evaluating trends: Which changes can be utilized to enter high-growth markets?  Identifying a trend is not sufficient. Trends have to be utilized to shape the future. January 2014 | Corporate Presentation Page 38
    39. 39. Resource efficiency • The world's population is growing by 73 million people a year. • Global demand for energy will more than double by 2050. The main consumers of energy are industry, transportation and living. • In 2030 fossil fuels will provide 90 percent of global energy requirements. • The number of vehicles worldwide will roughly double to 1.9 billion by 2030. January 2014 | Corporate Presentation Page 42
    40. 40. placeholder visual Who drives 5,000 kilometers without a drop of gasoline? We do. January 2014 | Corporate Presentation Page 43
    41. 41. ... and what do we do? • Lower rolling resistance: Tires made with the latest silica-silane technology from Evonik have less resistance than conventional tires. • The result: up to 8 percent less fuel consumption. January 2014 | Corporate Presentation Page 44
    42. 42. ... and what do we do? • Lightweight construction: Evonik is developing high-performance plastics that can replace conventional materials such as metal and glass. • Example: ROHACELL®. Our rigid foam is used with carbon fibers in sandwich structures, thus reducing the weight of a vehicle by up to 70 percent compared to metal. • Example: PLEXIGLAS®. High transparency and weather resistance; in windshields, side windows, and sunroofs, this glazing material can reduce vehicle weight by up to 50 percent compared to glass. January 2014 | Corporate Presentation Page 45
    43. 43. ... and what do we do? • DYNAVIS®: Evonik produces high-performance additives for hydraulic fluids that maintain their lubrication properties over a wide temperature range, improve engine performance and save fuel. • VESTAMIN®: Crosslinkers from Evonik make wind turbines extremely tough because they ensure optimal curing/adhesion of composites. January 2014 | Corporate Presentation Page 46
    44. 44. Agenda About Evonik Evonik significant megatrends Oil & Gas highlights Q & A session
    45. 45. Materiais Termoplásticos para a indústria de Óleo & Gas VESTAMID® NRG na Camada de Barreira de Tubos Flexíveis VESTAMID® NRG se distingue dos outros Nylons: • Compatibilidade superior com metanol • Elevada ductilidade • Segurança superior em operação! > 800 km de tubos flexíveis instalados e em operação desde 2006 VESTAMID® NRG é a única PA12 adequada para projetos de “liner” aplicados por compressão. “Liner” de PA12 abre portas para a reabilitação de linhas de produção: Mangueiras multi-camada para Umbilicais • Baixa permeabilidade • Elevada resistência química • Ausência de oligômeros • Proteção à corrosão garantida • Máxima estabilidade do “liner” • Alternativa de excelente custobenefício ao CRA Possibilita a instalação de “liners” em grandes distâncias Page 51 Date || Title of Pre
    46. 46. Materiais Termoplásticos para a indústria de Óleo & Gas VESTAMID® NRG em linhas de distribuição de gás natural VESTAKEEP® PEEK para componentes e “liners”: Tubos de PA12 não sofrem corrosão Material alternativo para sede de e podem substituir o aço carbono: válvulas, conectores, selos e “liner” (downhole) com vantagens em: • Operação em pressões de até 18 bar • Resistência ao impacto • Maior velocidade e redução nos • Resistência mecânica em custos de instalação temperaturas elevadas • Eliminação dos custos de manutenção Conformidade com a norma ISO 16486 Tecnologia de Termoplásticos Compósitos: Produtos à base de PA12 para a produção de fitas e tubos compósitos • Próxima geração de tubos flexíveis • Linhas de serviço / intervenção • Riser Termoplástico Compósito (TCR) • Peso leve. • Elevada resistência Page 52 Date || Title of Pre mecânica e à fadiga
    47. 47. Oil Additives: Performance & efficiency-enhancing High-performance additives and synthetic base oils for optimized automotive and industrial lubricants and fuels • Additives for lubricants to influence viscosity, friction and paraffin crystallization at high or low temperatures • Energy-efficient and high performance oil additives for engines, transmissions, hydraulic systems, and fuels such as biodiesel and heavy fuel oil • Additives for refineries to increase oil yield and improve the quality of refinery waxes • Synthetic base oils for synthetic automotive and industrial gear oil formulations such as heavy duty axle oils, manual transmission fluids and wind turbine gear oils VISCOPLEX® VISCOBASE® Standard presentation (2013-22-04) | Coatings & Additives Page | 53
    48. 48. Oil Additives: Main Drivers and Key Products Main products Viscosity improvers Pour point depressants Dewaxing aids Synthetic base fluids Cold flow improvers Main applications Automatic and manual transmission fluids Hydraulic fluids Biodiesel Main drivers Fuel economy Higher demand in emerging regions also due to increased performance requirements Refinery products Low Temperature Additives Bio-Fuels Hydraulic Fluids: MEHF Page | 54
    49. 49. Evonik approach to Oil & Gas market Top Ten Oil Reserves Evonik Approach • Ongoing business: BL approach • Focus in the Americas • North America: shale gas S.America: ~ 20% world's proven oil reserves • South America: oil offshore Recoverable Shale Gas resources - Bn m3 • New opportunities: Oil & Gas Industry Team • Cross-BL approach • Industry experts • Regional NBD • M&S Excellence support
    50. 50. Petrobras 2013-2017 Business Plan: investments of US$ 147,5 billion in E&P represents 62,3% of the total investment for the period Page | 56
    51. 51. Petrobras 2013-2017 Business Plan: 2020 goal is to double the 2013 oil production volumes reaching 4,2 million bpd Page | 57
    52. 52. General market feeling is not positive regarding Petrobras performance Doubtful profitability in 2013 caused by high pressure on margins due to: - Oil production does not follow Brazilian market demand. - Gasoline price in Brazil does not follow the international prices. Page | 58
    53. 53. InovaPetro: € 1,2 billion to attract investments in the Oil & Gas industry Joint initiative: € 1,2 bn (2012- 2017) Foment projects of R&D, innovation and local production aiming a sustainable local supply chain for Oil & Gas industry. Opportunities & Actions • • • • Leverage investments on business opportunities aligned with Mega Trends Be close to the largest oil offshore market player in the world Increase presence in the Oil & Gas industry Close(r) cooperation with Petrobras, potentially involving also Evonk direct customers
    54. 54. Challenges Oil & Gas industry !? ! ?! !! ?! • Missão empresarial e gestão Petrobras • Logística do Pré-Sal • Gestão de riscos • Sustentabilidade • Conteúdo local • Biodiesel: B10, B15 …? • …
    55. 55. Reynaldo.Sanna@evonik.com Phone: + 55 11 3146 4156
    56. 56. CMF Industry Track Agenda 1. Growth Challenges for the LATAM Chemical industry, what are the trends today and what will it be tomorrow 2. Case Study Presented by Evonik 3. Panel Discussion – From Commodity to Specialty – what is the trend in LATAM? NAFD-MT 62
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