Investor Presentaiton
The expectation of an recovery trajectory for the Petrochemical Cycle in the coming years
is a consequence of the petrochemical industry's fundamentals
Profitability in the petrochemical industry
Fundamentals of Supply and Demand
(New Capacities - Demand growth) (MMt)
The concentration of entry of new
production capacity as a consequence of
postponements due to COVID
5.1
Global PE
Global PP
Global PVC
3.4
2.8
1.9
2.1
Excess
Supply
-0.2
4.1
3.2
Absence of announcement of entry
of new large production capacities
-1.4
Excess
Demand
2020
2021
2022
2023
2024
2025
2026
2027
Global economic growth is an important factor for resin demand growth and
can positively impact resin demand in the short to medium term
Source: Braskem's Global Market Intelligence.
PUBLIC
Braskem
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