Orbia Investor Day Presentation Deck
PVC Supply Will Remain
Constrained...
Global PVC Supply¹ 2011-2025 Expansions & Closures
4.3
2.2
1.6
1.3
-1.1
1. IHS Markit (PVC- Capacity to produce by Process).
Orbia Investor Day 2022 | 46
-0.5
0.4
1.1
2011 2012 2013 2014 2015 2016 2017 2018
0.5
2.4
1.2
2.5
1.6
0.4
0.0
Announced capacity additions
as of April 1, 2022
2019 2020 2021 2022E 2023E 2024E 2025E
• Under-investment in new capacity
in the industry over the last 10
years
• Announced expansions indicate
that PVC supply additions will not
keep pace with demand growth
• Aging assets and lack of
investment have led to reliability
issues in the industry
• China's decarbonization efforts
have resulted in some acetylene-
based capacity being taken offline,
which is affecting global supply
orbia
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