opportunités en aval avec sadara
TRANSCRIPT
Agenda
• Overview on Sadara
• Sadara Value Chain
• PlasChem Park
• Overview on Differentiated Opportunities
• A View on Potential Investors
• Closing Remarks
Sadara Overview
• US$20 Billion investment;
• First complex to crack Naphtha in GCC;
• Largest chemical complex ever constructed in a single phase: 26 world scale plants with over 3 million metric tons of capacity;
• Differentiated Product Slate: 14 out of the 26 plants are new to KSA;
• “Dedicated Off-Takers” through PlasChem Park;
• Construction began in 3Q 2011
– First products in 2015
– Full production in 2016
Jubail industrial City II
Jubail Overview
• The largest purpose-built
Industrial City in the world, covering >1000 km2
• Over 64 MM tons of petrochemical production and 10 MM tons of steel – 7% of global petrochemical output
– 11.5% of KSA non-oil GDP
– 70% of KSA non-oil exports
• To-date $141bn total investment: – Industry $112bn
– Residential $ 8bn
– Land/infrastructure $ 21bn
PlasChem Park
Specialty Films
Household Products
PU Systems
Adhesives / Sealant
Paints & Coatings
Laminates
Oil & Gas Chemicals
Detergents
Water treatment
Cables
Construction Material
Misc Compounding
Furniture/Insulation
Automotive fluids
Auto Components
Co
nve
rsio
n P
ark
Products
Ch
em
ical
P
ark
Intermediates C4’s
Pygas
Pyoil
Ethane
Naphtha
Polyols
PE/ Elastomers
Isocyanates
Propylene Glycol Amines Glycol Ethers
EO/PO
Sadara Value Chain Opportunities
Market Segments Sa
dar
a
Sadara
Abu Hadriya Highway
Park
Chemical Park
Conversion Park
Downstream Industries • Formulators • Plastic
Converters
N
SATORP
Sad
ara
Park
Chemical Park
PlasChem
Reactive Chemical Industries
Sadara Approved Projects
PlasChem Site & Layout
Requirement Status Cost, USD Land PlasChem being prepared by RC $1.20/m² Power By RC at each allocated land $0.04 KWH Ind. Waste Water Connect to a centralize system (1) $0.44/m³ Sea Water Cooling By RC at each allocated land $0.015/m³ Potable Water By RC at each allocated land $1.76/m³ Process Water By RC at each allocated land $1.76/m³ Sanitary waste By RC at each allocated land $1.43/m³ H2, N2, & O2 Connect to a supply line Cost plus Steam Centralized unit is being evaluated (2) Cost plus
Land, Power and Utilities in KSA
(1): RC will evaluate the content of investors waste stream to determine if pre-treatment is required. (2): steam is under development but may not be ready in time for your project. Allocation of methane gas for steam generation is possible at regulated price of 0.75$/mmbtu .
EO/PO Opportunities
Cosmetics Shampoos Construction Material
Oil & Gas Chemicals
Water Treatment Chemicals
Detergents
• 66% of all EO produced globally goes into MEG which is a commodity • Sadara makes purified EO for a wide variety of differentiated applications • Oxide derivatives for Oil & Gas is one of our biggest clusters in PlasChem
PE & Elastomers Opportunities
Stretch warp FFS bags
Food packaging
Containers
Hygiene films
• First production of highly differentiated C8 – LLDPE in the Kingdom • High toughness and puncture resistance means better yield
Amines Opportunities
Corrosion Inhibitors Fabric Softener
Wet strength resin Personal Care
Gas treatment
• Sadara will produce both ethylene amines and ethanol amines • These amines will be produced in Kingdom for the first time and are key
feed stocks for conversions to a wide variety of products
Glycol Ether Opportunities
Electronics
Paints & Coatings Ink Formulation Brake Fluid
Cleaning Formulations
• Glycol Ethers have a range of solvency, water solubilities and volatilities allowing wide formulating opportunities
• Additional benefits are low odor, low toxicity, good biodegradability and favorable environmental regulatory status
Polyurethane Opportunities
Coating
Foams Adhesives Automotive Parts
Insulation
• Isocyanates and specialty polyols will be made in KSA for the first time. • Insulation, coatings, and automotive applications fit well with Industry
clusters targeted by the Kingdom. • Many applications will focus on regional demand as low density foams are
inefficient to export
Polyether Polyol
Specialty Foam for seats Interior Trim/Steering Head liners
Furniture
• Sadara will produce slab stack and molded polyether polyol • Polyols are key feed stocks in the manufacturing of a wide range of
products including automotive applications
Propylene Glycol Opportunities
• Sadara will produce different derivatives of propylene glycol • Propylene Glycol acts as a humectant, solvent, and viscosity modifier • Propylene Glycol is a raw material for the manufacturing of unsaturated
polyester resins
Pharmaceutical Cosmetics Personal Care
UPR-Marine Skin Care UPR-Wind Blades
Products Markets Targeted RO Membranes Water Treatment Coating Additives Industrial & Architectural Paint EO/PO Derivatives Cluster
Oil & Gas, Water Treatment Chemicals Home and Personal Care,
Construction Material, Detergent PU Derivatives Cluster
Insulations, Furniture & Auto foams Adhesive/Sealant
BGE Derivatives Brake Fluids, Solvents PE Specialty Applications Hygiene Films Chemical based products Anti microbial, Construction material
A View on Potential Investors
Collaboration of Local Organizations
• In addition to SIDF, SAGIA, RCJY
• Wa’ed LLC
– Support entrepreneurs and SMEs to create value
– Investments in downstream assets
• Dhahran Techno Valley
– Integrated ecosystem to drive knowledge economy
– Provides development , production and marketing support for innovation
– Some EO derivatives R&D already in Place
• Sanabil
– A government fund aimed at developing Industrial projects
– Invests up to 49% of equity ($ 256 million)
• Interested Local Companies/Investors
Summary
• Sadara is a game changer for the region chemical industry with positive impact on KSA GDP
• Sadara will produce a variety of products currently not available in KSA
• Huge opportunity for SMEs
• PlasChem Park presents a unique opportunity