Soda Ash Market.indd

GLOBAL SODA ASH SERVICE
DRAFT, 2008 MARKET STATISTICS Issue No. 1
◆ Dubai ◆ Düsseldorf
◆ Houston ◆ London ◆ New York
◆ Singapore ◆ Shanghai
Marguerite Morrin Director, Europe/Middle East mmorrin@cmaiglobal.com +(44) 20 7766-6687
Cindy Mo Director, Asia cmo@cmiaglobal.com +(86) 21 5820-5710
Mary Blackburn Director, North America mblackburn@cmaiglobal.com +(1) 281 752-3203
Robert Taylor Research Associate, Europe rtaylor@cmaiglobal.com +(44) 20 7766-6701
SODA ASH CAPACITY ADDITIONS
COMPANY LOCATION CAPACITY TIMING
Thousand Metric Tons
CAPACITY ADDITIONS IN NORTH AMERICA
FMC Granger, US 90 2009
FMC Granger, US 90 2010
FMC Granger, US 270 2011
FMC Granger, US 180 2012
Total North America 630
Belpromsoda CJSC
CAPACITY ADDITIONS IN EUROPE
Mozyr district, Belarus n/a 2010
Solvay Bulgaria 150 2008
Solvay Bulgaria 150 2009
Total Europe 300
CAPACITY ADDITIONS IN AFRICA/MIDDLE EAST
General Chemical JV Saudi Arabia n/a n/a
Magadi (TATA) Kenya 365 Mid 08
Eti Soda Beypazari, Turkey 350 2008
Eti Soda Beypazari, Turkey 650 2009
Rio Tinto Kazan, Turkey Study
TATA Tanzania Study
Total Africa/Middle East 1365
SODA ASH CAPACITY ADDITIONS IN INDIAN SUBCONTINENT
ICI Pakistan 65 End 2009
DCW Dhrangadhra, India 264 2009
Gujarat Sutrapada, India 250 2009
Total Indian Subcontinent 579
CAPACITY ADDITIONS IN CHINA
Shandong Jinjing Science & Changyi, Shandong
Technology Stock Co Ltd
1000 2009
Henan Huojia Henan 200 2009
Henan Jindadi Wuyang, Henan 400 2011
Henan Pingdingshan Pingdingshan, Henan 200 2008
Henan Tongbai Tongbai, Henan 60 2011
Huaian Farun Zhangjiagang, Jiangsu 300 2010
Jiangsu Huachang Zhangjiagang, Jiangsu 200 2009
Kunshan Jinggang Kunshan, Jiangsu -50 2011
Qingdao Soda Ash Qingdao, Shandong 100 2009
Shaanxi Hanzhong Hanzhong, Shaanxi 20 2010
Shandong Haihua Weifang, Shandong 100 2008
Shandong Haihua Weifang, Shandong 100 2009
Shandong Haihua Weifang, Shandong 400 2011
Tangshan Jidong Tangshan, Hebei 600 2010
Various, China Various, China 440 2008
Various, China Various, China 270 2009
Various, China Various, China 120 2010
Yihua Group Inner Mongolia -100 2008
Zhejiang G. Haixi, Qinghai 900 2009
Zhengzhou Chem. Zhengzhou, Henan 30 2009
Total China 5290
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© Copyright CMAI 2008. All Rights Reserved.

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Global Soda Ash Service
CAPACITY ADDITIONS
FLAT GLASS CAPACITY ADDITIONS
COMPANY LOCATION CAPACITY TIMING
Thousand Metric Tons
CAPACITY ADDITIONS IN EUROPE
AGC Float Glass Klin, Russia 360 Q1 09
Russian Soda Company Kozhenevskiy District, Russia Unknown Study
Total Europe 360
CAPACITY ADDITIONS IN AFRICA/MIDDLE EAST
EFG Abu Dhabi, UAE 220 Q1 08
DI/Abdul Ghani JV Doha, Qatar 200 Q1 08
Total Africa/Middle East 420
CAPACITY ADDITIONS IN ROW
Sejal Float Glass Gujarat, India 200 Q1 08
Vinacomin Chu Lai, Vietnam 250 Q3 08
Hindusthan Float Glass Gujarat, India 220 Q4 08
China Producer Various Locations 10 * 150 2008
Total Rest of World 2170
CONTAINER GLASS CAPACITY ADDITIONS
COMPANY LOCATION CAPACITY TIMING
Thousand Metric Tons
CAPACITY ADDITIONS IN EUROPE
Orsky Glass Ulyanovsk District, Russia 150 Q4 07
Vetropack Gostomel, Ukraine 140 Q4 07
Klin-Steklotara Omsk, Russia 150 Q2 08
Merefa Glass Merefa, Ukraine 100 Q3 08
Orsky Glass Ulyanovsk District, Russia 150 Q1 09
Total Europe 690
CAPACITY ADDITIONS IN AFRICA/MIDDLE EAST
Rak Ghani Glass Ras Al Khaimah, UAE 45 Q3 08
Total Africa/Middle East 45
SODA ASH CAPACITY ADDITIONS IN ROW
Owens Ilinois Lima, Peru 100 Q4 07
Ceylon Glass Horama, Sri Lanka 35 Q4 07
Ambev Brazil Sao Paolo, Brazil Unknown Study
Bangkok Glass Khon Kaen, Thailand 110 Q3 08
Hindusthan Sanitaryware Ind Andhra Pradesh, India 150 Q3 09
U.S. Producer Unknown Unknown 2008
Total Rest of World 395
D R A F T
March 4th, 2008 / Issue No. 1 Page 2
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Global Soda Ash Service
TRADE
Million Metric Tons
6.0
D R A F T
5.0
4.0
3.0
2.0
1.0
U.S. SODA ASH TRADE
YTD December 06/07
-000- Metric Tons
2006 Net 2007 Net 06-07
Exports Imports Exports Exports Imports Exports Change
N.America Canada 449 - 449 443 - 443 6
Mexico 829 2 827 880 2 878 51
W.Europe Belgium 181 - 181 186 - 186 5
France 45 - 45 60 - 60 15
Germany - - - 1 - 1 1
Italy - - - - - - -
Netherlands 84 - 84 138 - 138 55
Spain 163 - 163 160 - 160 3
UK - 3 3 - 3 3 -
Others 41 - 41 28 - 28 13
Asia / Pacific Indonesia 240 - 240 295 - 295 55
South Korea 168 - 168 184 - 184 16
Philippines 38 - 38 44 - 44 6
Taiwan 173 - 173 238 - 238 65
Thailand 172 - 172 148 - 148 24
Vietnam - - - 11 - 11 11
Malaysia 86 - 86 76 - 76 10
China 111 1 110 41 3 38 72
Japan 264 - 264 279 - 279 15
Australia/New Zealand 92 - 92 118 - 118 26
Others 41 - 41 27 - 27 14
South America Brazil 489 - 489 524 - 524 35
Argentina 96 - 96 98 - 98 2
Chile 276 - 276 302 - 302 25
Colombia 143 - 143 136 - 136 7
Venezuela 203 - 203 264 - 264 61
Others 147 1 146 145 - 144 2
Africa S.Africa 70 - 70 84 - 84 14
Others 7 - 7 - - - 7
Middle East Saudi Arabia 121 - 121 122 - 122 2
Others 56 - 56 56 - 56 1
Others 19 - 19 50 - 50 32
TOTAL 4,804 7 4,797 5,138 9 5,129 332
U.S. Soda Ash Exports
YTD December 2007
0.0
2002 2003 2004 2005 2006 2007
North America South America West Europe Asia Others
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March 4th, 2008 / Issue No. 1 Page 3
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Global Soda Ash Service
TRADE
Million Metric Tons
2.0
1.8
1.6
1.4
1.2
1.0
0.8
0.6
0.4
0.2
0.0
CHINA SODA ASH TRADE
YTD December 06/07
Thousand Metric Tons
2006 Net 2007 Net 06-07
Exports Imports Exports Exports Imports Exports Change
W.Europe/Cen. Europe/ FSU 10 - 10 1 - 1 -8
Asia / Pacific
Bangladesh 69 - 69 89 - 89 20
India 51 - 51 36 - 36 -15
Indonesia 361 - 361 395 - 395 34
South Korea 461 - 461 395 - 395 -66
Philippines 101 - 101 114 - 114 13
Taiwan 81 - 80 50 1 49 -31
Thailand 168 - 168 167 - 167 -1
Vietnam 161 - 161 196 - 196 35
Malaysia 63 - 63 46 - 46 -17
Japan 108 - 108 105 - 105 -3
Others 52 1 51 42 1 41 -9
South America
Brazil 2 - 2 1 - 1 0
Others 22 - 22 16 - 16 -6
Africa 88 - 88 44 - 44 -44
Middle East
Iran - - - - - - 0
Others 8 - 8 7 - 7 -1
United States 4 141 137 1 38 37 100
Others - - - 1 - 1 1
TOTAL 1,810 142 1,667 1,706 40 1,666 (1)
China Soda Ash Exports
YTD December
D R A F T
2002 2003 2004 2005 2006 2007
Northeast Asia Southeast Asia Indian Subcontinent Middle East
South America Africa Other
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March 4th, 2008 / Issue No. 1 Page 4
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Global Soda Ash Service
TRADE
US & CHINA SODA ASH EXPORTS TO ASIA
YTD December 06/07
Million Metric Tons
1.8 Note: Exports to Asia excluding U.S. sales to China
1.6
1.4
1.2
1.0
0.8
0.6
0.4
0.2
Thousand Metric Tons
06-07
2002 2003 2004 2005 2006 2007
Destination Source Change
Indonesia U.S. 230 242 327 266 240 295 55
China 367 278 314 420 361 395 34
U.S. + China 597 519 641 686 601 690 89
Japan U.S. 431 337 410 302 264 279 15
China 87 96 92 125 108 105 -3
U.S. + China 518 433 503 427 372 383 12
South Korea U.S. 206 203 230 188 168 184 16
China 108 213 383 437 461 395 -66
U.S. + China 314 415 614 625 629 579 -50
Malaysia U.S. 107 103 109 114 86 76 -10
China 56 50 68 70 63 46 -17
U.S. + China 163 153 177 184 149 122 -27
Philippines U.S. 62 67 71 51 38 44 6
China 80 106 94 89 101 114 13
U.S. + China 142 174 166 141 139 157 18
Taiwan U.S. 169 150 184 195 173 238 65
China 64 61 53 72 81 50 -31
U.S. + China 233 211 238 266 253 288 35
Thailand U.S. 145 145 189 142 172 148 -24
China 131 131 155 164 168 167 -1
U.S. + China 276 276 343 306 341 315 -25
Other Asia U.S. 119 147 162 139 133 156 23
China 171 203 215 306 330 362 32
U.S. + China 290 350 376 445 462 517 55
Total U.S. 1,469 1,394 1,683 1,397 1,273 1,418 145
China 1,064 1,137 1,375 1,683 1,673 1,634 (39)
U.S. + China 2,534 2,531 3,058 3,081 2,946 3,052 106
U.S. vs China
Soda Ash Exports To Asia
D R A F T
0.0
2002 2003 2004 2005 2006 2007
U.S. China
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March 4th, 2008 / Issue No. 1 Page 5
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Global Soda Ash Service
TRADE
EUROPE SODA ASH TRADE
Poland Imports
Poland Exports
Origin Jan-08 YTD 08 YTD 07 Destination Jan-08 YTD 08 YTD 07
Afghanistan 0.0 0.0 Algeria 0.3 2.0
Austria 0.0 0.0 Australia 0.0 0.0
Bangladesh 0.0 0.0 Austria 0.6 1.0
Belgium 7.7 3.8 Belgium 0.0 0.2
Belgium-Luxembourg 0.0 0.0 Bosnia & Herzegovina 0.0 0.0
Belize 0.5 0.0 Brazil 0.0 0.0
Bosnia & Herzegovina 0.0 0.0 Bulgaria 2.1 5.5
Brazil 1.1 2.2 China 4.0 6.2
Bulgaria 0.1 0.2 Colombia 0.0 0.0
Belarus 0.4 0.0 Croatia 2.3 2.3
All Others 224.6 296.9 All Others 91.2 132.3
Total 234.4 303.0 Total 100.4 149.6
Romania Imports
Romania Exports
Origin Jan-08 YTD 08 YTD 07 Destination Jan-08 YTD 08 YTD 07
Austria 0.0 0.5 Algeria 0.0 1.0
Belarus 0.0 0.0 Australia 0.0 0.0
Belgium 0.1 1.9 Austria 0.1 0.0
China 0.0 0.0 Bahrain 0.0 0.0
Croatia 0.0 0.0 Belarus 0.0 1.0
Cuba 0.0 0.0 Belgium 2.1 1.2
Czech Republic 7.0 11.8 Bolivia 0.0 0.0
Denmark 0.0 0.0 Brazil 0.0 0.0
Estonia 0.0 0.0 Bulgaria 1.0 0.0
Finland 3.8 3.3 Canada 0.0 0.0
All Others 77.7 108.7 All Others 81.4 83.9
Total 88.6 126.2 Total 84.6 87.1
Russia Imports
Russia Exports
Origin Jan-08 YTD 08 YTD 07 Destination Jan-08 YTD 08 YTD 07
Belgium 0.0 0.0 Austria 6.7 5.0
China 0.0 0.0 Bahrain 0.0 0.0
Czech Republic 0.1 0.0 Belarus 0.0 0.0
Finland 0.0 0.0 Belgium 0.0 0.0
France 0.2 0.4 Bosnia & Herzegovina 0.0 0.0
Germany 0.3 2.2 Brazil 0.0 0.8
Greece 0.0 0.0 Bulgaria 0.1 0.0
Hungary 1.5 1.9 China 0.0 0.0
Italy 0.0 0.1 Croatia 1.0 0.6
Korea, South 0.0 0.0 Denmark 0.0 0.0
All Others 12.7 25.3 All Others 55.5 72.3
Total 14.8 29.9 Total 63.3 78.9
Ukraine Imports
Ukraine Exports
Origin Jan-08 YTD 08 YTD 07 Destination Jan-08 YTD 08 YTD 07
Belgium 0.0 0.0 Austria 6.7 5.0
China 0.0 0.0 Bahrain 0.0 0.0
Czech Republic 0.1 0.0 Belarus 0.0 0.0
Finland 0.0 0.0 Belgium 0.0 0.0
France 0.2 0.4 Bosnia & Herzegovina 0.0 0.0
Germany 0.3 2.2 Brazil 0.0 0.8
Greece 0.0 0.0 Bulgaria 0.1 0.0
Hungary 1.5 1.9 China 0.0 0.0
Italy 0.0 0.1 Croatia 1.0 0.6
Korea, South 0.0 0.0 Denmark 0.0 0.0
All Others 12.7 25.3 All Others 55.5 72.3
Total 14.8 29.9 Total 63.3 78.9
D R A F T
All data shown in Thousand Metric Tons
March 4th, 2008 / Issue No. 1 Page 6
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Global Soda Ash Service
TRADE
EUROPE/MIDDLE EAST/AFRICA SODA ASH TRADE
West Europe Imports
Saudi Arabia Imports
Origin Jan-08 YTD 08 YTD 07 Destination Jan-08 Exports
Austria 0.0 0.5 Austria 6.7 5.0
Belarus 0.0 0.0 Bahrain 0.0 0.0
Belgium 0.1 1.9 Belarus 0.0 0.0
China 0.0 0.0 Belgium 0.0 0.0
Croatia 0.0 0.0 Bosnia & Herzegovina 0.0 0.0
Cuba 0.0 0.0 Brazil 0.0 0.8
Czech Republic 7.0 11.8 Bulgaria 0.1 0.0
Denmark 0.0 0.0 China 0.0 0.0
Estonia 0.0 0.0 Croatia 1.0 0.6
Finland 3.8 3.3 Denmark 0.0 0.0
All Others 77.7 108.7 All Others 55.5 72.3
Total 88.6 126.2 Total 63.3 78.9
Turkey Imports
Turkey Exports
Destination Jan-08 Exports Destination Jan-08 YTD 08 YTD 07
Algeria 0.0 1.0 Algeria 0.0 1.0
Australia 0.0 0.0 Australia 0.0 0.0
Austria 0.1 0.0 Austria 0.1 0.0
Bahrain 0.0 0.0 Bahrain 0.0 0.0
Belarus 0.0 1.0 Belarus 0.0 1.0
Belgium 2.1 1.2 Belgium 2.1 1.2
Bolivia 0.0 0.0 Bolivia 0.0 0.0
Brazil 0.0 0.0 Brazil 0.0 0.0
Bulgaria 1.0 0.0 Bulgaria 1.0 0.0
Canada 0.0 0.0 Canada 0.0 0.0
All Others 81.4 83.9 All Others 81.4 83.9
Total 84.6 87.1 Total 84.6 87.1
South Africa Imports
Destination Jan-08 Exports
Austria 6.7 5.0
Bahrain 0.0 0.0
Belarus 0.0 0.0
Belgium 0.0 0.0
Bosnia & Herzegovina 0.0 0.0
Brazil 0.0 0.8
Bulgaria 0.1 0.0
China 0.0 0.0
Croatia 1.0 0.6
Denmark 0.0 0.0
All Others 55.5 72.3
Total 63.3 78.9
All data shown in Thousand Metric Tons
D R A F T
March 4th, 2008 / Issue No. 1 Page 7
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Global Soda Ash Service
TRADE
SOUTH AMERICA SODA ASH TRADE
Brazil Imports
Colombia Imports
Origin Jan-08 YTD 08 YTD 07 Destination Jan-08 YTD 08 YTD 07
Austria 0.0 0.5 Algeria 0.0 1.0
Belarus 0.0 0.0 Australia 0.0 0.0
Belgium 0.1 1.9 Austria 0.1 0.0
China 0.0 0.0 Bahrain 0.0 0.0
Croatia 0.0 0.0 Belarus 0.0 1.0
Cuba 0.0 0.0 Belgium 2.1 1.2
Czech Republic 7.0 11.8 Bolivia 0.0 0.0
Denmark 0.0 0.0 Brazil 0.0 0.0
Estonia 0.0 0.0 Bulgaria 1.0 0.0
Finland 3.8 3.3 Canada 0.0 0.0
All Others 77.7 108.7 All Others 81.4 83.9
Total 88.6 126.2 Total 84.6 87.1
Argentina Imports
Venezuela Imports
Destination Jan-08 Exports Destination Jan-08 YTD 08 YTD 07
Algeria 0.0 1.0 Algeria 0.0 1.0
Australia 0.0 0.0 Australia 0.0 0.0
Austria 0.1 0.0 Austria 0.1 0.0
Bahrain 0.0 0.0 Bahrain 0.0 0.0
Belarus 0.0 1.0 Belarus 0.0 1.0
Belgium 2.1 1.2 Belgium 2.1 1.2
Bolivia 0.0 0.0 Bolivia 0.0 0.0
Brazil 0.0 0.0 Brazil 0.0 0.0
Bulgaria 1.0 0.0 Bulgaria 1.0 0.0
Canada 0.0 0.0 Canada 0.0 0.0
All Others 81.4 83.9 All Others 81.4 83.9
Total 84.6 87.1 Total 84.6 87.1
Chile Imports
Peru Imports
Destination Jan-08 Exports Destination Jan-08 Exports
Austria 6.7 5.0 Austria 6.7 5.0
Bahrain 0.0 0.0 Bahrain 0.0 0.0
Belarus 0.0 0.0 Belarus 0.0 0.0
Belgium 0.0 0.0 Belgium 0.0 0.0
Bosnia & Herzegovina 0.0 0.0 Bosnia & Herzegovina 0.0 0.0
Brazil 0.0 0.8 Brazil 0.0 0.8
Bulgaria 0.1 0.0 Bulgaria 0.1 0.0
China 0.0 0.0 China 0.0 0.0
Croatia 1.0 0.6 Croatia 1.0 0.6
Denmark 0.0 0.0 Denmark 0.0 0.0
All Others 55.5 72.3 All Others 55.5 72.3
Total 63.3 78.9 Total 63.3 78.9
All data shown in Thousand Metric Tons
D R A F T
March 4th, 2008 / Issue No. 1 Page 8
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Global Soda Ash Service
TRADE
INDIAN SUBCONTINENT SODA ASH TRADE
India Imports
India Exports
Origin Jan-08 YTD 08 YTD 07 Origin Jan-08 YTD 08 YTD 07
Austria 0.0 0.5 Argentina 0.0 0.0
Belarus 0.0 0.0 Australia 0.0 0.0
Belgium 0.1 1.9 Austria 0.0 0.0
China 0.0 0.0 Belgium 2.7 4.6
Croatia 0.0 0.0 Bulgaria 0.0 0.0
Cuba 0.0 0.0 China 0.0 0.0
Czech Republic 7.0 11.8 Croatia 0.0 0.0
Denmark 0.0 0.0 Cyprus 0.0 0.0
Estonia 0.0 0.0 Czech Republic 0.0 0.0
Finland 3.8 3.3 European Union 0.0 0.1
All Others 77.7 108.7 All Others 17.8 22.9
Total 88.6 126.2 Total 20.5 27.7
Pakistan Imports
Pakistan Exports
Destination Jan-08 Exports Destination Jan-08 YTD 08 YTD 07
Algeria 0.0 1.0 Algeria 0.0 1.0
Australia 0.0 0.0 Australia 0.0 0.0
Austria 0.1 0.0 Austria 0.1 0.0
Bahrain 0.0 0.0 Bahrain 0.0 0.0
Belarus 0.0 1.0 Belarus 0.0 1.0
Belgium 2.1 1.2 Belgium 2.1 1.2
Bolivia 0.0 0.0 Bolivia 0.0 0.0
Brazil 0.0 0.0 Brazil 0.0 0.0
Bulgaria 1.0 0.0 Bulgaria 1.0 0.0
Canada 0.0 0.0 Canada 0.0 0.0
All Others 81.4 83.9 All Others 81.4 83.9
Total 84.6 87.1 Total 84.6 87.1
All data shown in Thousand Metric Tons
[-------------------------------------------S O U R C E ------------------------------------------]
Mediterranean US Gulf US West China Kenya
Coast Coast
(Portland, OR)
$US Per Metric Ton
D E S T I N A T I O N:
N.E.Asia 42 40-50 17
S.E.Asia 35-40 25-28 20 40
Australia 38
India 35-40 30-35 18-20
Brazil 20-35 20-25
Argentina 30 20-25
Venezuela 30
Middle East 33 17-19
N.W.Europe 35-50
Mediterranean 30-35
D R A F T
Basis: 5,000 metric ton dense soda ash
Soda Ash Freight Grid
March 4th, 2008 / Issue No. 1 Page 9
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Global Soda Ash Service
SUPPLY/DEMAND
CHINA SODA ASH QUARTERLY SUPPLY/DEMAND
(Thousand Metric Tons)
2007 2008 2009
2007 2008 2009
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 06-07 07-08 08-09
Actual
Forecast Forecast
Nameplate Capacity X X X X X X X X X X X X X X X 0.7 0.0 0.8
Capacity Effective* X X X X X X X X X X X X X X X 0.7 0.0 0.8
Operating Rate (%) X X X X X X X X X X X X X X X
Effective Oper. Rate (%) X X X X X X X X X X X X X X X
Production X X X X X X X X X X X X X X X 2.2 3.7 1.7
Imports X X X X X X X X X X X X X X X 0.0 -42.9 0.0
Total Supply X X X X X X X X X X X X X X X 2.2 3.7 1.7
Container Glass X X X X X X X X X X X X X X X 1.6 -0.5 0.9
Flat Glass X X X X X X X X X X X X X X X -2.2 -2.4 0.7
Chemicals X X X X X X X X X X X X X X X 0.1 -0.6 0.3
Soaps & Detergents X X X X X X X X X X X X X X X -0.2 -0.2 -0.5
Pulp & Paper X X X X X X X X X X X X X X X 0.9 -0.8 -0.6
Water Treatment X X X X X X X X X X X X X X X 1.4 0.0 0.0
Others X X X X X X X X X X X X X X X -0.3 -2.0 0.6
Domestic Demand X X X X X X X X X X X X X X X 0.0 -1.0 0.5
Exports X X X X X X X X X X X X X X X 5.9 8.0 3.0
Total Demand X X X X X X X X X X X X X X X 2.6 3.1 1.7
Revised: February 14, 2008
D R A F T
DEMAND
SUPPLY
March 4th, 2008 / Issue No. 1 Page 10
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Global Soda Ash Service
SUPPLY/DEMAND
WEST EUROPE SODA ASH QUARTERLY SUPPLY/DEMAND
(Thousand Metric Tons)
2007 2008 2009
2007 2008 2009
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 06-07 07-08 08-09
Actual
Forecast Forecast
Nameplate Capacity X X X X X X X X X X X X X X X 0.7 0.0 0.8
Capacity Effective* X X X X X X X X X X X X X X X 0.7 0.0 0.8
Operating Rate (%) X X X X X X X X X X X X X X X
Effective Oper. Rate (%) X X X X X X X X X X X X X X X
Production X X X X X X X X X X X X X X X 2.2 3.7 1.7
Imports X X X X X X X X X X X X X X X 0.0 -42.9 0.0
Total Supply X X X X X X X X X X X X X X X 2.2 3.7 1.7
Container Glass X X X X X X X X X X X X X X X 1.6 -0.5 0.9
Flat Glass X X X X X X X X X X X X X X X -2.2 -2.4 0.7
Chemicals X X X X X X X X X X X X X X X 0.1 -0.6 0.3
Soaps & Detergents X X X X X X X X X X X X X X X -0.2 -0.2 -0.5
Pulp & Paper X X X X X X X X X X X X X X X 0.9 -0.8 -0.6
Water Treatment X X X X X X X X X X X X X X X 1.4 0.0 0.0
Others X X X X X X X X X X X X X X X -0.3 -2.0 0.6
Domestic Demand X X X X X X X X X X X X X X X 0.0 -1.0 0.5
Exports X X X X X X X X X X X X X X X 5.9 8.0 3.0
Total Demand X X X X X X X X X X X X X X X 2.6 3.1 1.7
Revised: February 14, 2008
D R A F T
DEMAND
SUPPLY
March 4th, 2008 / Issue No. 1 Page 11
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SUPPLY/DEMAND
UNITED STATES SODA ASH QUARTERLY SUPPLY/DEMAND
(Thousand Metric Tons)
2007 2008 2009
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 06-07 07-08 08-09
Nameplate Capacity 3071 3105 3139 3139 3071 3105 3139 3139 3096 3130 3164 3164 12454 12454 12554 0.7 0.0 0.8
Capacity Effective* 2814 2845 2876 2876 2837 2837 2868 2868 2861 2861 2892 2892 11411 11411 11505 0.7 0.0 0.8
Operating Rate (%) 88 89 92 85 94 95 93 92 95 95 93 93 90 93 94
Effective Oper. Rate (%) 96 97 101 99 102 104 101 100 102 104 102 102 98 102 103
Production 2706 2756 2893 2844 2881 2939 2909 2882 2928 2985 2955 2940 11199 11611 11808 2.2 3.7 1.7
Imports 2 2 2 1 1 1 1 1 1 1 1 1 7 4 4 0.0 -42.9 0.0
Total Supply 2708 2758 2895 2845 2882 2940 2910 2883 2929 2986 2956 2941 11206 11615 11812 2.2 3.7 1.7
Container Glass 399 430 415 395 399 432 410 390 400 434 412 400 1639 1631 1646 1.6 -0.5 0.9
Flat Glass 252 252 235 260 245 250 235 245 245 253 237 247 999 975 982 -2.2 -2.4 0.7
Chemicals 440 420 450 426 440 420 440 426 440 422 440 430 1736 1726 1732 0.1 -0.6 0.3
Soaps & Detergents 165 159 155 164 165 158 155 164 165 155 155 164 643 642 639 -0.2 -0.2 -0.5
Pulp & Paper 28 26 27 30 27 26 28 29 26 26 28 29 111 110 109 0.9 -0.8 -0.6
Water Treatment 18 19 17 17 18 19 17 17 18 19 17 17 71 71 71 1.4 0.0 0.0
Others 196 264 247 193 196 233 233 220 201 233 233 220 900 882 887 -0.3 -2.0 0.6
Domestic Demand 1498 1570 1546 1485 1490 1538 1518 1491 1495 1542 1522 1507 6099 6037 6066 0.0 -1.0 0.5
Exports 1260 1248 1296 1360 1392 1402 1392 1392 1434 1444 1434 1434 5164 5578 5746 5.9 8.0 3.0
Total Demand 2758 2818 2842 2845 2882 2940 2910 2883 2929 2986 2956 2941 11263 11615 11812 2.6 3.1 1.7
Revised: February 14, 2008
D R A F T
Actual
2007 2008 2009
Forecast Forecast
Estimated Inv. Change -50 -60 53
USGS Qtr Ending Stocks 238 198 251
USGS Inventory Change -52 -40 53
DEMAND
SUPPLY
March 4th, 2008 / Issue No. 1 Page 12
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Global Soda Ash Service
INTERNATIONAL GLASS STATISTICS
U.S. Glass Containers Shipments, Production, and Stocks
Time Period
Year-to-date, April:
2007.............................................…
2006.............................................…
Change
Total…2006................................. 240,168
247,089 27,041
Total.....2005 244,892
243,415 25,445
Change -1.93%
1.51% 6.27%
Note: One thousand gross = 144,000.
Data Source: U.S. Department of Commerce, Census Bureau, Manufacturing and Construction
Time Period Flat glass Container Tableware Fibres Others Total
000 Metric Tons
2005 8021 18441 1267 727 865 29321
2006 8119 19000 1240 796 747 29902
Change 1.2% 3.0% -2.1% 9.5% -13.6% 2.0%
Data Source: CPIV
Change
Change
Change
Time Period Flat glass Container
-000- Metric tons
2005
2006
2007
Time Period Flat glass Container
-000- Metric Tons
2005
2006
2007
Time Period
2005
2006
2007
Shipments
EUROPEAN UNION 15 - GLASS PRODUCTION
RUSSIA - GLASS PRODUCTION
UKRAINE - GLASS PRODUCTION
CHINA - GLASS PRODUCTION
Flat glass
Million Weight Boxes
80,603
79,163
1.82%
Production
[Thousands of gross]
Container Glass
-000- Metric Tons
81,779
82,660
-1.07%
Stocks
D R A F T
(X)
(X)
March 4th, 2008 / Issue No. 1 Page 13
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