OCI Ramp-Up of Methanol Capacity
OCI
Leading Global Producer and Distributor of Nitrogen Products and Methanol
% of Jun-19
Nitrogen Products
77%
OCI
LTM Revenue¹
Products
Ammonia, urea, CAN, UAN, DEF and melamine
# of Plants
Market position
Key trends
Raw materials
Customers
Source: Company information
1 As of June 30th, 2019.
6
Methanol
23%
Methanol
3
3rd largest global producer of nitrogen fertilizers
■2nd largest CAN producer in Europe
■Largest global melamine producer
■ Largest seaborne nitrogen export platform globally
Fast-growing presence in DEF
Strong demand and increasing prices
■ Tightening supply for all products
■ Natural gas costs expected to remain competitive in Europe and US
■ Premium products growing fast
■5th largest global methanol producer
Largest global bio-methanol producer
■Largest producer in Europe
■2nd largest US producer
■ Methanol prices improved recently, as spot prices
have fallen below the global cost curve and MTO
utilization stabilized with positive production
margins
■ Underlying long-term fundamentals of market
remain strong
Natural gas
Farmers, diesel vehicle owners, industrial chemicals producers
Natural gas
MTO, MTBE, fuel producers, industrial chemicals
Monetizing natural gas through a broad range of essential products
producers
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