Investor Presentaiton
Chemicals.
Chemical industry expected to stabilize
Chemical production forecast
[change 2018 vs. 2017 in %]
0
2
4
6
8
Chemical industry improving profitability
Consolidation (e.g. Dow/DuPont)
.
• US petrochemical industry recovering from
low base
Shale gas recovery expected
We expect our business to benefit from this
improvement
•
World
3.5
USA
3.0
Brazil
1.5
EU
2.0
.
China
6.0
India
4.5
South Korea
2.5
Japan
2.0
•
☐
Recent contract win in China for HCI recovery
Postponements of projects/system maintenance of
recent years now have to be executed
Maintenance capex in EMEA and US to drive
sealing business
59
Source: Industry Top Trends 2017 - Oil & Gas, EIA: www.eia.gov/todayinenergy, PWC 2017 Chemicals Industry Trends, Chemie Technik June 2017; VCI Business Worldwide Sep. 2017
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