Orbia Investor Day Presentation Deck
1
Invest in Growth
and Innovation
Our Uniquely Advantaged Position Places Us
at the Low End of the Industry Supply Curve
PVC Supply Cost Curve
2021 PVC Cash Cost ($/Ton)
2,500
€2,000
1,500
1,000
500
O
O
Current
position ¹
10
North America
30
Accumulated capacity (Million tons)
South America Europe
ME
20
40
India
Demand:
49 million tons
50
APAC
1. Position based on General Resins Americas. Sources: IHS Markit CCMA (Feb 24, 2022) and Vestolit databases. Considers 100% of JV ethylene integration.
Orbia Investor Day 2022 | 49
Capacity:
59 million
tons
59
• Orbia's integration and access to
low-cost raw materials positions
us at left side of the supply curve
today
• Low-cost players in North
America and Middle East are
integrated into ethylene and
chlor-alkali-VCM
• Non-integrated producers are
generally subject to wide swings
in raw material costs
• Many Asian producers,
particularly those whose PVC is
acetylene-based, are high cost
and currently offline or curtailed
orbia
V vestolitView entire presentation