heavy 2018 maintenance for european oxo-alcohols … · heavy 2018 maintenance for european...
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Outage Capacity Loss per Month (kt)40
30
20
10
0Jan2018
Feb2018
Mar2018
Apr2018
May2018
Jun2018
Jul2018
Aug2018
Sep2018
Oct2018
Unplanned outagesPlanned outages
HEAVY 2018 MAINTENANCE FOR EUROPEAN OXO-ALCOHOLS SUPPORTS 2-EH MORE THAN NBA AND IBA
This ICIS infographic shows the heavy maintenance schedule carried out in Europe for oxo-alcohols in 2018 along with import and export data during the works schedule The outages for the three largest European producers are all large five-yearly maintenance works The price charts show that 2-EH has been more supported than NBA and IBA through the year With some hurdles still to jump will NBA and 2-EH pull in different directions in the months ahead By Jane Massingham
EUROPEAN OXO-ALOHOLS PRODUCTION SITES AND THE SHUTDOWNS FOR 2018
Outage Capacity Loss per Month (kt)40
30
20
10
0Jan2018
Feb2018
Mar2018
Apr2018
May2018
Jun2018
Jul2018
Aug2018
Sep2018
Oct2018
Unplanned outagesPlanned outages
Global 2-EH Disruptions by Month
ICIS pricing and analytics solutions provides you with the information you need to understand the impact on supply as a result of planned and unplanned outages for over 60 commodities including oxo-alcohols
Track live Oxo-alcohols global outages
NBA IBA 2-EH Capacity kilo tonnesyear
Sweden
Poland
Romania
Germany
France
BASF Ludwigshafen
500000 tonnesyearMid-August to early OctoberFive-yearly maintenance450 50
130 30010
Oxea Oberhausen
440000 tonnesyear26 May-7 JulyFive-yearly maintenance
450 12530
INEOS Lavera
315000 tonnesyear28 February-12 April Five-yearly maintenance26 June-30 July Force majeure
Perstorp Stenungsund
160000 tonnesyear15 September to 10 October Planned maintenance160
Grupa Azoty Zak Kedzierzyn-Kozle
225000 tonnesyear1 June-25 July Force majeure1-15 July Planned maintenance35 17020
Oltchim Ramnicu Valcea
46000 tonnesyear1-14 SeptemberPlanned maintenance2 404
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Global NBA Disruptions by Month
EUROPEAN OXO-ALCOHOLS IMPORT AND EXPORT TRADE FLOWS 2017
41Mexico
52Saudi
58SouthAfrica
68US
7Russian
Federation
9India
31US
35South Korea
30US
13India
6SouthAfrica
13Saudi
18Russian
Federation
12China
10US
4Indonesia
18China
11Malaysia
3China
1India
01Russian
Federation
2Brazil
1UAE
6SouthAfrica
3US
1Brazil
05Malaysia
4China
04Brazil
02 Mexico
700
800
900
1000
1100
1200
1300
Spot FD NWE 2EH Spot FD NWE IBASpot FD NWE NBA
eurotonne
Aug2017
Sep2017
Oct2017
Nov2017
Dec2017
Jan2018
Feb2018
Mar2018
Apr2018
May2018
Jun2018
Jul2018
Aug2018
Europe spot 2-EH IBA and NBA
700
800
900
1000
1100
1200
1300
Spot FD NWE 2EH Spot FD NWE NBA Spot FD NWE Propylene
eurotonne
Aug2017
Sep2017
Oct2017
Nov2017
Dec2017
Jan2018
Feb2018
Mar2018
Apr2018
May2018
Jun2018
Jul2018
Aug2018
Europe spot 2-EH and NBA vs European propylene contract price
Contributing analyst Rob Peacock
Start of European shutdowns 2018
2EH maintains margin but NBA disappears despite outages
Top 5 exports 2EH (KT)
Top 5 exports NBA (KT)
Top 5 exports IBA (KT)
Top 5 imports 2EH (KT)
Top 5 imports NBA (KT)
Top 5 imports IBA (KT)
BASF restarted after year long FM
EUROPEAN OXO-ALCOHOLS IMPORT AND EXPORT TRADE FLOWS 2017
41Mexico
52Saudi
58SouthAfrica
68US
7Russian
Federation
9India
31US
35South Korea
30US
13India
6SouthAfrica
13Saudi
18Russian
Federation
12China
10US
4Indonesia
18China
11Malaysia
3China
1India
01Russian
Federation
2Brazil
1UAE
6SouthAfrica
3US
1Brazil
05Malaysia
4China
04Brazil
02 Mexico
700
800
900
1000
1100
1200
1300
Spot FD NWE 2EH Spot FD NWE IBASpot FD NWE NBA
eurotonne
Aug2017
Sep2017
Oct2017
Nov2017
Dec2017
Jan2018
Feb2018
Mar2018
Apr2018
May2018
Jun2018
Jul2018
Aug2018
Europe spot 2-EH IBA and NBA
700
800
900
1000
1100
1200
1300
Spot FD NWE 2EH Spot FD NWE NBA Spot FD NWE Propylene
eurotonne
Aug2017
Sep2017
Oct2017
Nov2017
Dec2017
Jan2018
Feb2018
Mar2018
Apr2018
May2018
Jun2018
Jul2018
Aug2018
Europe spot 2-EH and NBA vs European propylene contract price
Contributing analyst Rob Peacock
Start of European shutdowns 2018
2EH maintains margin but NBA disappears despite outages
Top 5 exports 2EH (KT)
Top 5 exports NBA (KT)
Top 5 exports IBA (KT)
Top 5 imports 2EH (KT)
Top 5 imports NBA (KT)
Top 5 imports IBA (KT)
BASF restarted after year long FM