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Chemical Outlook - Country & Industry Forecasting: IHS Global Insight

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Profit Cycle Dynamics Vary By<br />

Products & Region<br />

09<br />

Full recovery<br />

by 2014<br />

10<br />

11 12 13 14 15<br />

• Recovery based on slower<br />

capacity vs demand growth<br />

• Light feedstock producers<br />

maximize cash margins<br />

• Ethane based producers<br />

see no margin “downturn”<br />

• Ethylene market<br />

fundamentals recover by<br />

2014<br />

© 2012, <strong>IHS</strong> Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

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