Orbia Investor Presentation Deck
Polymer Solutions
Planned Growth Aligned with Tailwinds
Strong, stable PVC demand growth, constrained supply
Global PVC demand¹
2010-2030E
15
Million metric tons
76%
35
46
2010
75%
41
54
79%
2015
Demand
46
58
1. CMA (2023 Edition - Spring 2023 update, PVC Supply and Demand), Orbia analytics.
2020
79%
2025
-Operating Rate
Nameplate Capacity
2.7% Demand CAGR 2010 - 2030E
52
66
89%
60
68
2030
Global PVC demand:
Driven by building and infrastructure
industries, urbanization & addressing
worldwide water needs
●
●
Strong industry fundamentals
Global PVC supply
Under-invested in last 20 years
Few global players with capability &
appetite to invest
China supply tied to more expensive
& environmentally taxing coal-based
production process
Economic slowdown moderating
short-term demand
●
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