Global Commercial Opportunities Derived from Glyphosate Industry -
Analysis on Upstream Industry Chain
- Proposal Oct. 2010
Researched & Prepared by:
Guangzhou CCM Information Science & Technology Co., Ltd. Guangzhou, P. R. China
Copyright by Guangzhou CCM Information Science & Technology Co., Ltd. Any publication, distribution or copying of the content in this report is prohibited. Website: http://www.cnchemicals.com Tel: +86-20-37616606 Fax: +86-20-37616968 Email: econtact@cnchemicals.com
CCM Data & Primary Intelligence I)
Background of the Study
Glyphosate study, CCM’s most well-known brand, started from 2003. After seven years’ outstanding market study on glyphosate industry, CCM has no doubt become the global leader for glyphosate market consultancy. Nowadays, CCM has accumulated quite rich research experience and study resources in this area and been able to provide much more diverse services to not only the enterprises in glyphosate industry, but also all the players in all industries on the value chain related to glyphosate industry. This year, CCM is about to initiate this unique and alternative study from a global technical viewpoint, to forecast the development trend of the upstream industries of glyphosate and find out the potential business opportunities for the players in the upstream industries who may hope to benefit from glyphosate market as an opportunity source of the downstream consumption field of their products, as well as their future investment direction. CCM is always leading the innovation on research methods and train of thought for glyphosate market study. Our past studies on glyphosate and its upstream and downstream products, including annual reports, monthly newsletter, trade analysis and price monitoring, are provided as industrial leading consulting services to our clients for their business development in glyphosate market. These study experience and resources will adequately support our innovative research for an integrated survey on the upstream industrial chain of glyphosate industry. It doesn’t focus on glyphosate market like our previous glyphosate reports, but expand to focus on upstream raw materials supply to glyphosate production, especially the AEA, DEA and IDAN route and related industries. It is an alternative study that doesn’t survey a certain product or industry. However, it is anticipated to be a value chain overview analyzing all the upstream industries whose development and opportunities are driven or influenced by the glyphosate industry. The whole report is an integrated analysis and professional forecast to guide the investments and business movements for the upstream industries players who pay close attention to glyphosate industry or try to find opportunities in this industry. This global survey will mainly focus on: 9
Global development trend of AEA, DEA and IDAN routes
9
Raw material supply situation forecast based on the future possible transformation of three major production routes and investment opportunities analysis
9
Future possible industry transfer of global glyphosate production and investment opportunities analysis
9
Potential opportunities analysis for the upstream players for glyphosate industry, including petrochemical enterprises, chlor-alkali industry players, intermediates producers and raw materials processors, etc.
9
Global natural resources study on glyphosate production development and the consequences brought to the development of upstream industries
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CCM Data & Primary Intelligence II)
Main Content Code
Content Executive summary Definition, research scope and methodology
I
Overview of global glyphosate Industry
I-1
Overview of global glyphosate supply (distribution, production, circulation)
I-2
Overview of global glyphosate demand
I-3
Forecast on global glyphosate industry for 10 years
I-3.1
Factors influencing global glyphosate supply and demand
I-3.2
Forecast on glyphosate demand in future 10 years
II
Development trend of glyphosate technical production routes
II-1
Introduction to current situation and market share of three major production routes
II-2
Introduction to glyphosate technical production technology - DEA route - AEA route - IDAN route - Others
II-3
Competitiveness of different route
II-3.1
Comparison of technology requirements - Synthesis technology of glyphosate technical - Waste treatment technology - Supporting facilities
II-3.2
Comparison of key raw materials accessibility - Supply
II-3.3 II-3.4 II-3.5 III III-1
- Transportation Cost of glyphosate technical by route (fixed cost, variable cost, waste treatment and by-product income compensation, etc.) Overview on the development of different glyphosate production routes worldwide Forecast on development trend and market share of three major production routes and potential new routes Global glyphosate capacity integration and possible industrial transfer
III-3
Outstanding characters of current global glyphosate capacity distribution Analysis on factors influencing glyphosate capacity re-distribution and industrial transfer (Natural resource, policies, transportation, consumption, cost, raw material supply, supporting industries, etc.) Historical and current global glyphosate capacity integration and re-distribution
III-4
Forecast on global glyphosate capacity re-distribution and industrial transfer
III-2
- Overview - China - Worldwide III-5
Future possible regions for new glyphosate capacity acquisition and industrial transfer - South & Southeast Asia (India, etc.) - America Countries (Brazil, Mexico)
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CCM Data & Primary Intelligence - East Europe (Russia, Ukraine) - Middle Eastern Countries (Saudi Arabia, etc.) - Others IV
Opportunities derived from development of global glyphosate industryInvestment and upstream raw materials
IV-1
Overview of value chain and profitable nodes in glyphosate upstream industries
IV -2
Investment and raw material supply opportunities in DEA route
IV -2.1
Opportunities overview for investment on DEA route
IV -2.2
Opportunities and challenges for raw materials supply
IV-2.2.1
Diethanolamine - Global diethanolamine production and supply (including influencing factors) - Export situation in major production regions - Global consumption, especially for glyphosate industry - Forecast on future consumption - Opportunities for diethanolamine suppliers for glyphosate industry
IV-2.2.2
- Diethanolamine raw materials production and supply - Opportunities and challenges for diethanolamine raw materials suppliers for glyphosate industry Ethylene oxide - Global ethylene oxide production and supply (including influencing factors) - Global consumption, especially for glyphosate industry - Forecast on future consumption - Opportunities for ethylene oxide suppliers for glyphosate industry
IV -3
- Ethylene oxide raw materials production and supply - Opportunities and challenges for ethylene oxide raw materials suppliers for glyphosate industry Investment and raw material supply opportunities in AEA route
IV-3.1
Opportunities overview for investment on AEA route
IV-3.2
Opportunities for raw materials supply
IV-3.2.1
Glycine (industrial grade) - Global glycine production and supply (including influencing factors, expansion, etc.) - Import/export situation in major production regions - Global consumption, especially for glyphosate industry - Forecast on future consumption
IV-3.2.2
- Opportunities for glycine suppliers for glyphosate industry - Opportunities and challenges for glycine raw materials suppliers for glyphosate industry Paraformaldehyde - Global paraformaldehyde production and supply (including influencing factors, expansion, etc.) - Global consumption, especially for glyphosate industry - Forecast on future consumption - Opportunities and challenges for paraformaldehyde suppliers for glyphosate industry
IV-4
Investment and raw material supply opportunities IDAN route
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CCM Data & Primary Intelligence IV-4.1
Opportunities overview for investment on IDAN route
IV-4.2
Opportunities for raw materials supply
IV-4.2.1
IDAN - Global IDAN production and supply (including influencing factors and cost structure) - Import/export situation in major production regions - Global consumption, especially for glyphosate industry - Forecast on future consumption - IDAN raw materials production, supply as well as influencing factors (Ammonia, natural gas, acrylonitrile, etc.) - Opportunities and challenges for IDAN suppliers for glyphosate industry
IV-5 IV-5.1
- Opportunities and challenges for IDAN raw materials suppliers for glyphosate industry Investment and supply opportunities for the universal upstream raw materials for glyphosate Yellow phosphorus - Overview of global supply situation, especially in production regions of glyphosate (including factors influencing global or regional supply) - Yellow phosphorus demand in glyphosate industry - DMP and phosphorus trichloride supply in major glyphosate production regions - Opportunities derived from global glyphosate industry development
IV-5.2
Chlor-alkali products - Distribution and availability of halogen resource (Chlorine) in glyphosate production regions - Impacts of chlor-alkali products (HCl, NaOH) supply on glyphosate production cost
IV-5.3
Methanol - Overview of methanol supply situation in production area of glyphosate - Methanol demand in glyphosate industry
V V-1
- Opportunities derived from global glyphosate industry demand Non-product opportunities derived from development of global glyphosate industry Technology solutions - Yield improvement - By-product recycling - Waste treatment (current status and future prospect in such fields as mother liquor treatment, sodium chloride disposal, etc. as well as policy requirement) - Others
V-2
International trade and agent
V-3
Others (registration, transportation etc. if any)
VI
Opportunities and recommendations for global petrochemical enterprises
VI-1 VI-2 VI-3 VII
Current investment movements of petrochemical enterprises worldwide and factors behind Profitable and promising nodes in the glyphosate value Chain related to petrochemical enterprises Future potential opportunities and investment direction Opportunities and recommendations for market participant involved in natural gas chemical industry
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CCM Data & Primary Intelligence Current investment movements of natural gas chemical enterprises worldwide and
VII-1
factors behind Profitable and promising nodes in the glyphosate value Chain related to natural gas
VII-2
chemical industry
VII-3
Future potential opportunities and investment direction Opportunities and recommendations for market participants involved in
VIII
phosphorus chemical industry - Profitable and promising nodes in the glyphosate value Chain related to phosphorus chemical industry - Future potential opportunities and investment direction
IX
Opportunities in other industries (Coal, chlor-alkali)
X
Appendix: Key players of glyphosate technical
X-1
China - AEA route - DEA route - IDAN route
X-2
Monsanto and others
III) Research Scope ¾
Players of glyphosate technical production: Monsanto and top 25 manufacturers in China
¾
AEA, DEA and IDAN routes of glyphosate production
¾
Global players of glyphosate production raw materials
¾
Global glyphosate production industrial transfer and possible regions
¾
Other industries related to glyphosate industry
¾
Global natural resources, including phosphorus, petroleum, natural gas, coal and halogen chlorine.
IV) Research Methodologies Process
Content
Desk Research
This step will involve collecting and integrating existing data from CCM’s previous study resources, CCM’s database ValoTracer and other sources published on global glyphosate and related industries. A large database will be created for the use in report writing.
Further Investigation
Telephone Interview: Telephone interview with global key players, associations and relevant organizations to get relevant data, information and comments. Site Visit: CCM will carry out site visits and in-depth interviews with key players of glyphosate and its upstream industries to verify the data and obtain much more information. Questionnaire: CCM or local third parties will send out questionnaires to obtain more information to enhance the data to be utilized.
Website: http://www.cnchemicals.com Tel: +86-20-3761 6606
Email: econtact@cnchemicals.com Fax: +86-20-3761 6968
CCM Data & Primary Intelligence Third Party Assistance: CCM will seek for assistance from third parties, who will conduct necessary surveys with advantage of their local presence for this global study. Report Writing
Based on data generated from the above investigation, CCM team will carry out internal discussion and draft the report with graphs and charts to illustrate the findings.
Expert Proofing & Quality Control
CCM will revise the draft report with strict quality control, and then issue the final report.
V)
Appendix
¾
CCM’ specific services in agriculture
.
CCM’s dynamic database for agriculture consists of two individual databases as follows:
Agriculture
Glyphosate
Besides researches on various products in China, CCM has started the research of some products regionally and globally. ¾
CCM’s projects related to glyphosate
●Finished Reports ¾
World Outlook of Glyphosate 2009-2014
¾
Outlook for China Glyphosate Industry 2009-2014
¾
Global Market of Yellow Phosphorus
¾
Glycine Survey in China
¾
IDAN Survey in China
¾
Future Prospect of Genetically Modified Crops
¾
Monoisopropylamine Survey in China
●Newsletter ¾
Glyphosate China Monthly Report
¾
Herbicides China News
¾
Crop Protection China News
Trade Analysis ¾
MTB mapping of glyphosate and PMIDA: this trade analysis provides data on glyphosate and PMIDA export situation, and aligns exporters and importers together. For example, Zhejiang Wynca’ glyphosate is exported to which company with how much quantity
¾
Trade analysis of over 50 kinds of other pesticides
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