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Global commercial opportunities derived from glyphosate industry
 

Global commercial opportunities derived from glyphosate industry

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    Global commercial opportunities derived from glyphosate industry Global commercial opportunities derived from glyphosate industry Document Transcript

    • CCM Data & Primary IntelligenceGlobal Commercial Opportunities Derived from Glyphosate Industry Researched by CCM International Ltd.I. IntroductionGlyphosate has witnessed stunningly fast development since 2007, boosting the development ofits upstream products including DEA, glycine, IDAN, DMP, etc. What is the future development trend of glyphosate supply and demand? How about the current and future competition of the three glyphosate production routes? What about the supply and demand of main raw materials of glyphosate globally? Is glyphosate production going to transfer from China and the U.S. to other countries? Whether Chinese glyphosate production will transfer from East China to West China? What opportunities will arise from the future development of glyphosate industry? ……With the above doubts, CCM starts this research on global commercial opportunities derived fromglyphosate industry.This intelligent report, finished by CCM international in May 2011, conducts opportunity analysis ofglyphosate upstream industries based on the projection of the future development of globalindustry from the aspects of supply, demand, possible transfer, technology innovation, etc..This report is comprised of three chapters, namely Global glyphosate technical supply & demand and technology; Global supply & demand and consumption of upstream products of glyphosate including DEA,ethylene oxide, IDAN, glycine, yellow phosphorus, DMP, phosphorus trichloride, chlor-alkali,methanol, etc.; Opportunities and recommendations for market participants involved in petrochemical industry,natural gas chemical industry, phosphorus industry, coal industry, chlor-alkali industry, etc.This report mainly focuses on the following aspects: Analysis of supply and demand of glyphosate technical, 2006-2020; Introduction and comparison of different production routes of glyphosate; Projection of glyphosate supply by route, 2011-2020; Projection of possible transfer of glyphosate production in the world in the future; Introduction of supply & demand and consumption of glycine, IDAN, DEA, ethylene oxide,paraformaldehyde, yellow phosphorus, phosphorus trichloride, dimethyl phosphite, chlor-alkali,and methanol, 2006/2008-2010, 2011-2020; Analysis of upstream opportunities derived from global glyphosate development.Who need to subscribe?- Glyphosate producers paying close attention to global glyphosate supply & demand, glyphosateWebsite: http://www.cnchemicals.com Email: econtact@cnchemicals.comTel: +86-20-3761 6606 Fax: +86-20-3761 6968
    • CCM Data & Primary Intelligenceconsumption distribution, as well as future development trend, possible capacity transfer, etc.- Investors who attach importance to current and future global glyphosate supply and demand,competition among different glyphosate production routes, current technology development leveland future development trends, possible capacity transfer, etc.- Petrochemicals (ethylene, ethylene oxide/ethylene glycol, ethanolamine) suppliers who want toknow global DEA supply and demand, historic and future DEA route glyphosate production,technology comparison between DEA route and the other two routes, opportunities derived, etc.- Natural gas chemicals (HCN, IDAN) suppliers who want to know IDAN supply and demandglobally and in China, historic and future IDAN route glyphosate production, current technologylevel of IDAN route, technology comparison of three production routes, opportunities derived, etc.- Phosphorus chemicals (yellow phosphorus, phosphorus trichloride, dimethyl phosphite)suppliers who want to grasp supply and demand of these products globally, historic and futureAEA route glyphosate production, current technology level of AEA route, technology comparison ofthree production routes, opportunities derived, etc.- Analysts and consultants trying to gain insight into global supply, demand, and technology levelof glyphosate, supply & demand and consumption of upstream products of glyphosate, as well asfuture development trends of all products mentioned in this report.II. Main ContentContentPageExecutive summaryDefinition, research scope and methodology- Definition and research scope- MethodologyI Overview of global glyphosate industryI-1 Overview of global glyphosate supply (distribution, production, circulation)I-2 Overview of global glyphosate demandI-3 Forecast on global glyphosate industry for 10 yearsI-3.1 Factors influencing global glyphosate supply and demandI-3.2 Forecast on glyphosate demand in future 10 yearsII Development trend of glyphosate technical production routesII-1 Introduction to current situation and market share of the three major production routesII-2 Introduction to glyphosate technical production technologyII-2.1 AEA routeII-2.2 DEA routeII-2.3 IDAN routeII-2.4 Other routesII-3 Competitiveness Analysis of different routeII-3.1 Comparison of technology requirementII-3.1.1 Synthesis technology of glyphosate technicalII-3.1.2 InvestmentII-3.1.3 Product qualityII-3.1.4 Waste treatment technologyWebsite: http://www.cnchemicals.com Email: econtact@cnchemicals.comTel: +86-20-3761 6606 Fax: +86-20-3761 6968
    • CCM Data & Primary IntelligenceII-3.2 Comparison of key raw material accessibilityII-3.3 Cost of glyphosate technical by routeII-3.4 Forecast on development trend and market share of three major production routes andpotential new routesIII Global glyphosate capacity integration and possible industrial transferIII-1 Outstanding characters of current global glyphosate capacity distributionIII-2 Historical global capacity redistributionIII-3 Analysis on factors influencing glyphosate capacity redistribution and industrial transferIII-3.1 Influencing FactorsIII-3.2 Rating of factor importanceIII-4 Forecast on global glyphosate capacity re-distribution and industrial transfer in ChinaIII-5 Future possible regions for new glyphosate capacity acquisitionIII-5.1 Questionnaire resultIII-5.2 Step-by-step analysisIII-5.3 Analysis of possible regionsIV Opportunities derived from development of global glyphosate industry -Investment andupstream raw materialsIV-1 Overview of value chain and profitable nodes in glyphosate upstream industriesIV-2 Investment and raw material supply opportunities in DEA routeIV-2.1 Opportunities overview for investment on DEA routeIV-2.2 DiethanolamineIV-2.2.1 Global diethanolamine production and supplyIV-2.2.2 Export situation in major production regionsIV-2.2.3 Global consumption, especially for glyphosate industryIV-2.2.4 Forecast on future consumptionIV-2.2.5 Opportunities for diethanolamine suppliers for glyphosate industryIV-2.3 Ethylene oxideIV-2.3.1 Global ethylene oxide production and supplyIV-2.3.2 Global consumption, especially for glyphosate industryIV-2.3.3 Forecast on future consumptionIV-3 Investment and raw material supply opportunities in AEA routeIV-3.1 Opportunities overview for investment on AEA routeIV-3.2 GlycineGlobal glycine production and supplyGlycine production and supply by countriesGlobal glycine consumptionglycine consumption by countriesForecast glycine consumption to 2020Opportunities and challenges for glycine raw materials suppliers for glyphosate industryIV-3.3 ParaformaldehydeIV-3.3.1 Global overviewGlobal supply of paraformaldehydeGlobal consumption of paraformaldehydePF consumption in resinWebsite: http://www.cnchemicals.com Email: econtact@cnchemicals.comTel: +86-20-3761 6606 Fax: +86-20-3761 6968
    • CCM Data & Primary IntelligencePF consumption in agrochemicalsPF consumption in disinfectantsPF consumption in other downstream industriesIV-3.3.2 Paraformaldehyde market situation in AsiaParaformaldehyde supply in AsiaParaformaldehyde consumption in AsiaIV-3.3.3 Paraformaldehyde market situation in EuropeParaformaldehyde supply in EuropeParaformaldehyde consumption in EuropeIV-3.3.4 Paraformaldehyde market situation in AmericaParaformaldehyde supply in AmericaParaformaldehyde consumption in AmericaIV-3.3.5 Paraformaldehyde market situation in Africa and OceaniaParaformaldehyde supply in Africa and OceaniaParaformaldehyde consumption in Africa and OceaniaIV-3.3.6 Global forecast to 2015 and opportunitiesIV-4 Investment and raw material supply opportunities in IDAN routeIV-4.1 Opportunities overview for investment on IDAN routeIV-4.2 IDANIV-4.2.1 Global overview of IDAN industryIV-4.2.2 Global IDAN productionIV-4.2.3 Influencing factors and cost structure of IDAN productionIV-4.2.4 Global IDAN consumption, especially for glyphosate industryIV-4.2.5 Opportunities and challenges for IDAN and raw material suppliers for glyphosate industryIV-5 Investment and supply opportunities for the universal upstream raw materials for glyphosateIV-5.1 Phosphorus ChemicalsIV-5.1.1 Overview of global supply situation of phosphorus chemicals relevant to glyphosatePhosphorus oreYellow phosphorusPhosphorus trichlorideDimethyl phosphiteIV-5.1.2 Production and consumption of yellow phosphorusProductionImport and exportConsumptionIV-5.1.3 Phosphorus trichloride and DMP supply in major glyphosate production regions andpotential regionsPhosphorus trichlorideChinaThe U.S.EuropeIndiaOthersDimethyl phosphiteWebsite: http://www.cnchemicals.com Email: econtact@cnchemicals.comTel: +86-20-3761 6606 Fax: +86-20-3761 6968
    • CCM Data & Primary IntelligenceIV-5.1.4 Global forecast to 2015Yellow phosphorusPhosphorus trichlorideDimethyl phosphiteIV-5.1.5 Opportunities derived from global glyphosate industry developmentIV-5.2 Chlor-alkali productsIV-5.2.1 Distribution and availability of halogen resource (Chlorine) in glyphosate productionregions and potential regionsProductionTechnologyConsumptionTrendIV-5.2.2 Impacts of chlor-alkali products (HCl, NaOH) supply on glyphosate production costChinaIndiaAsiaEurope and North AmericaIV-5.3 MethanolIV-5.3.1 Overview of global methanol supplyIV-5.3.2 Overview of global methanol consumptionIV-5.3.3 Interaction between glyphosate industry and methanolV Non-product opportunities derived from development of global glyphosate industryV-1 Technology solutions- Yield improvement- By-product recycling- Waste treatmentV-2 International trade and agentVI Opportunities and recommendations for global petrochemical enterprisesVI-2 Profitable and promising nodes in the glyphosate value Chain related to petrochemicalenterprisesVI-3 Future potential opportunities and investment directionVII Opportunities and recommendations for market participant involved in natural gas chemicalindustryVII-1 Current investment movements of natural gas chemical enterprises worldwide and factorsbehindVII-2 Profitable and promising nodes in the glyphosate value Chain related to natural gas chemicalindustryVII-3 Future potential opportunities and investment directionVIII Opportunities and recommendations for market participant involved in phosphorus chemicalindustry- Profitable and promising nodes in the glyphosate value Chain related to phosphorus chemicalindustry- Future potential opportunities and investment directionIX Opportunities in other industries (Coal, chlor-alkali)Website: http://www.cnchemicals.com Email: econtact@cnchemicals.comTel: +86-20-3761 6606 Fax: +86-20-3761 6968
    • CCM Data & Primary IntelligenceX Appendix: Key players of glyphosate technicalZhejiang Wynca Chemical Industry Group Co., Ltd.Zhejiang Jinfanda Bio-chemical Co., Ltd.Shandong Weifang Rainbow Chemical Co., Ltd.Sichuan Fuhua Agro-chemical Technology Co., Ltd.Jiangsu Yangnong Chemical Group Co., Ltd.Jiangsu Good Harvest-Weien Agrochemical Co., Ltd.Anhui Huaxing Chemical Industry Co., Ltd.Nantong Jiangshan Agrochemical & Chemicals Co., Ltd.MonsantoAtanor S.AIII. Executive summaryGlyphosate, the key active ingredient of Roundup, is one of the most commonly used herbicides inthe market today. With rapidly increasing demand, glyphosate has shared more than 30% of theglobal herbicide sales volume. In 2010, global glyphosate sales have reached USDXX billion, withconsumption volume of XX tonnes.Glyphosate based herbicides are widely used in over 130 countries in the world, but the globalglyphosate technical supply is concentrated in only several countries including China (a countrywith easily available raw materials including IDAN and glycine), the U.S. (where Monsanto, theworld glyphosate giant, is headquartered), Argentina (a large glyphosate user, as well asproduction base of Monsanto and Atanor), Brazil (a large glyphosate user, and production base ofMonsanto and Nortox), etc.Glyphosate is mainly consumed in American countries, especially the U.S., Brazil and Argentina,the top three biotech crop countries. The three countries consume over XX million litersglyphosate based herbicides (equivalent to XX tonnes glyphosate technical 95%) annuallyaccounting for over 40% of global total.The increasing demand of glyphosate is driven by the factors of increasing planting areas ofherbicide-tolerant crops (including herbicide tolerant and herbicide/insecticide-resistant cropswhich are mostly glyphosate tolerant), development of biofuel, increasing share of no-tillagesystem, intense competition with other herbicides, increasing global harvested area, etc. It isestimated that global glyphosate demand in the next ten years will keep increasing, but the growthrate will be much lower than before. The global production of glyphosate technical will grow stablycorrespondingly, the three production routes will still coexist and the production by route will notchange much in the coming few years.China, the largest production base of glyphosate, experienced irrational expansion in 2007 and2008, and the whole glyphosate industry has been undergoing depressed glyphosate marketsince late 2008. Monsanto, the famous gaint of glyphosate-based herbicide Roundup®, alsosuffered sharp proft decrease in glyphosate business. Some people remark whether or not there isan industrial transfer globally, which could help release Chinas overcapacity and improvement ofWebsite: http://www.cnchemicals.com Email: econtact@cnchemicals.comTel: +86-20-3761 6606 Fax: +86-20-3761 6968
    • CCM Data & Primary Intelligenceworlds glyphosate price.This section has carries out two approaches, namely professionals consultancy (questionnaireand face-to-face interview) and state-of-the-art analysis—step by step exclusion andcomprehensive evaluation, to study the possibility of glyphosate technicals capacity transfer fromChina to overseas countries or Southeast China to Western China. Results has shown:1) It is impossible (or little possibility) to launch new glyphosate technical production line by usingoriginal starting material DEA (or glycine, IDAN) in overseas countries in the future 5~10 years. Inother words, its inadvisable to invest such glyphosate technical production lines.2) It is possible to launch glyphosate production line by using PMIDA as the starting raw material inthe future 5~10 years, but the possibility is relatively low.3) There is low possibility of Chinas industrial transfer from Southeast China to Western China.Website: http://www.cnchemicals.com Email: econtact@cnchemicals.comTel: +86-20-3761 6606 Fax: +86-20-3761 6968