March 2012 ihs.com/chemical
IHS Chemical
Solvay & Rhodia Company Analysis
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Table of Contents
Page
INTRODUCTION ........................................................................................................................................... 1 TERMS AND CONDITIONS OF USE ........................................................................................................... 2
STRATEGIC DIRECTION ............................................................................................................................. 3 Overview ............................................................................................................................................... 3 Financials .............................................................................................................................................. 5 Product Mix & Integration ...................................................................................................................... 8 Technology Position ............................................................................................................................ 11 Facilities Issues ................................................................................................................................... 12 Future Investment/Rationalization Plans ............................................................................................ 14
CORPORATE OVERVIEW ......................................................................................................................... 17 Historical Development ....................................................................................................................... 17 Business Organization ........................................................................................................................ 20 Revenue Analysis & Geographic Coverage ....................................................................................... 23 Research and Development ............................................................................................................... 29 Capital Expenditures ........................................................................................................................... 32 Joint Venture Operations .................................................................................................................... 36
MAJOR CHEMICAL BUSINESS POSITIONS ........................................................................................... 43
Company Business Position ............................................................................................................... 43 Overview ..................................................................................................................................... 43
Industry Segment Analysis ................................................................................................................. 49 Chlorine/Caustic Soda ................................................................................................................ 49
Chlorine ............................................................................................................................. 51 Hydrochloric Acid (HCL) .................................................................................................... 56 Sodium Hydroxide (Caustic Soda) .................................................................................... 60 Epichlorohydrin (EPI) ......................................................................................................... 64
Vinyls (EDC/VCM/PVC) ............................................................................................................. 68 Ethylene Dichloride (EDC) ................................................................................................. 70 Vinyl Chloride Monomer (VCM) ......................................................................................... 75 Polyvinyl Chloride (PVC) ................................................................................................... 79 Polyvinylidene Chloride (PVDC) ........................................................................................ 84
Chlorinate Methanes .................................................................................................................. 85 Methylene Chloride ............................................................................................................ 87 Chloroform ......................................................................................................................... 91 Perchloroethylene .............................................................................................................. 95
Soda Ash & Derivatives .............................................................................................................. 99 Soda Ash ......................................................................................................................... 101 Sodium Bicarbonate ........................................................................................................ 106 Sodium Silicates ............................................................................................................. 110
Ethylene Oxide & Derivatives ................................................................................................... 115 Ethoxylates ..................................................................................................................... 117
Phenol & Derivatives ................................................................................................................ 121 Phenol .............................................................................................................................. 123
Acetone/Isopropanol ............................................................................................................... 127 Acetone ........................................................................................................................... 129 Isopropanol (IPA) ............................................................................................................. 133 Methyl Isobutyl Ketone (MIBK) ........................................................................................ 137 Nylon (Polyamide) & Intermediates .......................................................................................... 141
Adipic Acid ....................................................................................................................... 143 Adiponitrile ....................................................................................................................... 147 HMDA .............................................................................................................................. 151 Nylon 6,6 Resins ............................................................................................................. 155 Nylon Textile Filament ..................................................................................................... 159 Nylon Industrial Filament ................................................................................................. 163
Acetyls ...................................................................................................................................... 167 Acetic Anhydride .............................................................................................................. 170 Ethyl Acetate ................................................................................................................... 174 Cellulose Acetate ............................................................................................................. 178
Specialty Chemicals & Polymers.............................................................................................. 182 Hydrogen Peroxide .......................................................................................................... 182 Fluorocarbons .................................................................................................................. 186 Fluoropolymers ................................................................................................................ 191 Fluorinated Fluids (PFPE) ............................................................................................... 194 High Performance Thermoplastics (HPTP) ..................................................................... 196
Company Portfolio Analysis ..................................................................................................... 199
MAJOR CHEMICAL MANUFACTURING LOCATIONS .......................................................................... 203
Overview ........................................................................................................................................... 203 Global Capacity Table (2006 – 2016) ............................................................................................... 206 North America ................................................................................................................................... 216
United States ............................................................................................................................ 218 Green River, WY & Parachute, CO ................................................................................. 218 La Porte, TX & Longview, WA ......................................................................................... 218 Thorofare, NJ, Orange, TX and Wilmington (Mashallton), DE ........................................ 219 Kingsport, TN ................................................................................................................... 219 Rhodia Eco Services Locations ....................................................................................... 221 Other Rhodia Locations ................................................................................................... 221
Mexico ...................................................................................................................................... 222 Ciudad Juarez ................................................................................................................. 222
South America ................................................................................................................................... 223 Argentina .................................................................................................................................. 225
Bahia Blanca ................................................................................................................... 225 Other Locations ............................................................................................................... 226
Brazil ......................................................................................................................................... 226 Santo Andre, SP .............................................................................................................. 226 Paulinia, SP ..................................................................................................................... 229 Other Locations ............................................................................................................... 230
Venezuela ................................................................................................................................. 230
Barquisimeto .................................................................................................................... 230 Europe & Russia ............................................................................................................................... 231
Belgium ..................................................................................................................................... 234 Antwerp ............................................................................................................................ 234 Jemeppe-sur-Sambre ...................................................................................................... 234 Other Locations ............................................................................................................... 235
Finland ...................................................................................................................................... 236 Voikkaa ............................................................................................................................ 236
France ...................................................................................................................................... 236 Tavaux ............................................................................................................................. 236 Feyzin .............................................................................................................................. 237 Chalampe ........................................................................................................................ 239 Valence & Saint Fons (Belle-Etoile) ................................................................................ 239 Dombasle & Collonges au Mont d’Or .............................................................................. 240 Roussillon ........................................................................................................................ 240 Other Locations ............................................................................................................... 240
Germany ................................................................................................................................... 241 Rheinberg ........................................................................................................................ 241 Bernburg .......................................................................................................................... 242 Frankfurt .......................................................................................................................... 242 Freiburg ........................................................................................................................... 242
Italy ......................................................................................................................................... 244 Rosignano ....................................................................................................................... 244 Bussi sul Tirino ................................................................................................................ 244 Spinetta Marengo ............................................................................................................ 245 Other Locations ............................................................................................................... 245
Portugal .................................................................................................................................... 247 Povoa de Santa Iria ......................................................................................................... 247
Spain ........................................................................................................................................ 248 Martorell ........................................................................................................................... 248 Torrelavega ..................................................................................................................... 249 Other Locations ............................................................................................................... 249
United Kingdom ........................................................................................................................ 249 Various Locations ............................................................................................................ 249
Bulgaria .................................................................................................................................... 250 Devnya ............................................................................................................................. 250
Russia ....................................................................................................................................... 251 Various Locations ............................................................................................................ 251
Africa & Middle East .......................................................................................................................... 252
Egypt ........................................................................................................................................ 252 Alexandria ........................................................................................................................ 252
Saudi Arabia ............................................................................................................................. 253 Al Jubail ........................................................................................................................... 253
Asia Pacific ...................................................................................................................................... 254
Australia .................................................................................................................................... 256 Banksmeadow, NS .......................................................................................................... 256
China ........................................................................................................................................ 256 Beijing .............................................................................................................................. 256
Changshu, Jiangsu, & Quzhou, Zhejiang ........................................................................ 256 Qingdao, Shandong ......................................................................................................... 256 Suzhou, Jiangsu & Dongying, Shandong ........................................................................ 258 Tianjin .............................................................................................................................. 258 Other Locations ............................................................................................................... 258
India ......................................................................................................................................... 259 Panoli, Gujarat ................................................................................................................. 259
South Korea .............................................................................................................................. 259 Onsan .............................................................................................................................. 259
Thailand .................................................................................................................................... 260 Map Ta Phut, Rayong ...................................................................................................... 260
MAJOR CHEMICAL MATERIAL FLOWS ................................................................................................ 263 Introduction ....................................................................................................................................... 263 Chlorine ............................................................................................................................................. 264 Vinyls (EDC, VCM & PVC) ................................................................................................................ 269 Soda Ash .......................................................................................................................................... 273 Acetyls ............................................................................................................................................... 279 Acetone ............................................................................................................................................. 283 Phenol ............................................................................................................................................... 285 Adipic Acid, HMDA & Nylon (Polyamide) .......................................................................................... 288