PROFILE AND CAPABILITIES - · PDF filePROFILE AND CAPABILITIES FEBRUARY 2016. ... Gregg worked as a chemicals equity analyst for UBS as part ... Pranav joined Chemical Market Resources

Twenty Five Years of Global Excellence inPetrochemicals and Plastics Strategic ResearchServices

cmrhoutex.com

PROFILE AND CAPABILITIES

FEBRUARY 2016

February 20162


Chemical MarketResources was founded

in 1990

Full service consultingand marketing research

firm with an emphasis onmarket oriented specialtypolyolefins, feedstocks,

derivatives andthermoplastics.

CMR employs highlyqualified chemical

engineers/chemists withadvanced degrees andextensive experience inanalysing all aspects ofchemicals markets andtechnologies while alsoproviding key consulting

services.

CMR has a strongtechnical background

combined with businessresearch experience. Thisplaces CMR in a uniqueposition to address theanalysis of the existing

and futurebusiness/technology

opportunities.

ABOUT CHEMICAL MARKET RESOURCES

February 20163


ABOUT TZMI

TZ Minerals International Pty Ltd (TZMI), a global consultancy headquartered in Australia acquiredChemical Market Resources Inc (CMR) on 23 September, 2014.

TZMI is an independent consulting company, operating since 1994, that works with a wide range ofglobal clients to provide insight and expert advice on opaque mineral, metal and chemical sectors.

TZMI partners with clients from the private and public sectors to provide bespoke solutions acrossmarkets and strategic services as well as specialised technical and engineering services. Clientsrange from the world’s 500 largest companies through to mid-sized companies and smallbusinesses.

TZMI regularly releases market reports and periodicals on relevant subject matters which supportits primary consulting activities with up-to-date, high-quality and comprehensive data, analysis andinformation.

TZMI has continued to grow and expand over the years by adding business units operating inShanghai, China (TZMI Management Consulting (Shanghai) Co., Ltd) and Houston, USA (TZMI,Inc.), as well as taking full ownership of Allied Mineral Laboratories Pty Ltd (AML) based in Perth,Western Australia and Chemical Market Resources, Inc. (CMR Inc.) based in Houston, USA.

February 20164


GLOBAL REACH

CMR Office Locations

Asia-Pacific

Europe

Mexico / South America

North America

Middle East / Africa

Houston Shanghai

Seoul

Tokyo

Project Origination

Sao Paulo

MadridBudapest

Beijing

February 20165


CMR’S MISSION

Chemicals

PetrochemicalsPlastics

Our mission is to provide ourclients with thoroughlyresearched reportsemphasizing:• Industry trends,• changes in technology, and• formulating a strategy for

their success.

Feedstocks

Applications & Markets

February 20166


MarketingResearch

Experience

TechnicalExpertise

State of the ArtMarket

Research Tools

ChemicalIndustry

Knowledge andExperience

DedicatedProfessionals

InformationManagement

CMR EXPERTISE

February 20167


Olefins &Feedstock'sOlefins &

Feedstock's

PolyolefinsPolyolefins

EngineeringResins

EngineeringResins

PolyvinylChloride

(PVC)

PolyvinylChloride

(PVC)

Polystyrene(PS)

Polystyrene(PS)

PolyethyleneTerephthalate

(PET)

PolyethyleneTerephthalate

(PET)

Fabricators /Converters

Fabricators /Converters

PolymerDistributors

PolymerDistributors

CompoundersCompounders

Reseller(Off grade,Wide-spec)

Reseller(Off grade,Wide-spec)

ConvertersConverters

Conv. Prod.DistributorsConv. Prod.Distributors

IndustrialConsumerIndustrialConsumer

Wholesale,Retail,

Consumer

Wholesale,Retail,

Consumer

AromaticsAromatics

PlasticAdditives

CMR EXPERTISE DEPTH

February 20168


INDUSTRY FOCUS

• Polyolefins and elastomers• PE, PP, PVC, PS, ETPs• Flexible polymers, TPEs and thermoset rubbers• Optically clear polymers, styrenic multi-polymers, PMMA• Engineering thermoplastics, unsaturated polyesters, polyurethanes

Polymers

• Level I Derivatives, Level II Derivatives• Glycols and amines, chlor-alkali industry, cumene chain, acrylates, C4 derivatives, DCPD• Functional fluids (heat transfer fluids, lubricants, cutting fluids etc.)• Plastics additives, coatings and solvents• Polyurethanes, isocyanate's and polyols

Chemicals

• Coal, bio, natural gas, solar, recycling• Feedstocks for fuels• Feedstocks for chemicals and petrochemicals

Alternative Feedstocks

February 20169


TYPICAL PROPRIETARY STUDIES

• Product development strategies• Opportunity analysis, new product introduction strategies• New project feasibility and planning• Product slate planning and optimization• Technology mapping and selection• Competitive intelligence and market entry strategies

Strategic Planning

• M&A Due diligence, corporate planning support• Legal / Litigation support, IP protection

Corporate Support

• Support for FTC and environmental agencies• Industrial trade associations• SPE, SPI – polyurethanes• PVC – vinyl institute, FAA, EPA

Government Projects

February 201610


CMR CONSULTING

Services• M & A / Rationalization• Benchmarking• Capital and resource planning• Contract Consulting• Feedstock and product valuation• Forecasting• Industry experience (hands on)• Investment analysis• Litigation support• Operations cost modeling• Planning / Project management• Portfolio optimization• Project feasibility• Strategic review• Technology assessment

Markets• Aromatics• Convertors / Processors• Gas Processing• LNGs / NGLs• Bio-based feed-stocks/Derivatives• Olefins• Polyolefin Catalysts• Petrochemicals• Polymers• Refining

February 201611


Feasibility studies for three major olefin downstream plants globally,including North America, Middle East, and South America, and SoutheastAsia (including commercial analysis, technology selection, marketing plan,project economics and financial analysis).

Polymer product and technology planning for utilization of C2, C3 and C4streams for a major cracker complex in SE Asia.

Technical, economic and commercial feasibility for High EVA plant inSoutheast Asia.

Polyethylene analysis for new cracker investment in Mexico (with PCI) Latin America polyethylene analysis for new cracker investment in Peru (with

PCI). Technical, economic and commercial feasibility for metallocene PE

investment in South Korea. C4 stream product planning/optimization in South Korea. Acrylic acid and acrylates complex in Saudi Arabia. EO/EG product stream planning. Product slate optimization for olefin downstream operations in Thailand.

NEW INVESTMENTS AND PETROCHEMICALCOMPLEX PLANNING

February 201612


CLIENTS

Albemarle BASF Borealis Braskem Braskem USA Ciba Specialty CP Chem Dow Chemical DuPont Chemical Equistar ExxonMobil Chemical Hanwha Honam

Idemitsu Ineos LG Chem LyondellBasell Mitsui Chemicals Nova Chemical Pequiven Petronas PTTGC Reliance Repsol SABIC Sahara

Sipchem Tasnee Samsung/Total SCG Shell Chemical Sinopec SK Energy Sumitomo Chemical Total PC Dow/Univation Westlake Ineos Licensing Grace Chemical

Preferred consultant formajority of the polyolefin

companies

Winner of Pinnacle Award atDow Chemical Company forbest practices in commercialdevelopment twice in a row

CMR was cited on theNational Medal of Technology

under Dow for Metallocenemarket development

planning, 2002

February 201613


CMR’s studies cover all aspects of the chemicals industry with a focus on Consumption &Supply Analysis, Strategic Positioning and Competitive Products

Ethylene Glycol Propylene Glycol

Phenol & AcetoneIsocyanatesCaustic Soda

Ethylene Value Chain

Phthalic AnhydrideEthylene Oxide &DerivativesPlasticizers

CommodityPolyolefins and

DerivativeSpecialties

SINGLE AND MULTI CLIENT STUDIES - CHEMICALS

Aromatics ValueChain

C4 Value Chain

February 201614


CMR’S MULTI-CLIENT REPORTS

February 201615


In-house Training CoursesSelected employees of our client organizations undergo training in:

Tools and techniques for planning and analysis

Work on a major project for their company under CMR supervision and with other researchers in theorganization; and

Work on CMR projects

COURSES AVAILABLE Course Length

Market research for chemical, petrochemical, and plastic industries (standard course) 2 days

Polyolefins – HDPE, LDPE, LLDPE, PP, EPDM and polyolefin elastomers 1~2 days

Specialty polyolefin strategies 1 day

Petrochemical product chain 1~2 days

Alternative feedstocks for chemicals 1 day

Alternative feedstocks for fuels 1 day

Survey of supply, demand, price and margin forecasting methodologies for petrochemicals, andplastics 2 days

Interviewing chemical companies - questionnaire & design analysis 1 day

MARKET RESEARCH TRAINING

CHEMICAL MARKET RESOURCES INC.

CMR HOUSTON TEAM

February 201617


CHEMICAL MARKET RESOURCES LEADERSHIP TEAM

Rod CummingsVP CMR Consulting, (BS ChE)Rod joined Chemical Market Resources in March, 2015. Previously, Rod worked in the chemicals industry for companies suchas TOTAL, Tate & Lyle, Eastman Chemical Company and DSM.Rod has extensive experience in Business Unit Strategies Development, Product Portfolio Assessment and Optimization, CapitalProject Assessments, Technology Assessment, Licensing Strategy Development, R&D Strategies Development and Corporate &Marketing Strategies. Rod takes a holistic approach to bring new product concepts to commercialization. His experience coversevaluations of building block molecules to end use products; assessing feedstock options, technology options and value chaincollaborations to gain competitive or advantaged economics for product launches. Rod’s industry experience includesPolyethylene, Polypropylene, Olefins, Specialty PP Polymers, Base Chemicals and Derivative Chemicals to ConvertingProcesses & Market Applications.

Gregg GoodnightVP CMR Development, (BSChE, MSChE, PE)

Gregg joined TZMI’s Houston office in June 2013. For 12 years prior, Gregg worked as a chemicals equity analyst for UBS as partof the US Equity Research organization, leading the team during the last two years. His area of focus included the analysis ofcommodity chemicals, including ethylene and derivatives, propylene, commodity plastics, inorganic chemicals (including TiO2) andothers. Gregg’s UBS team covered major US chemical producers including Dow Chemical, DuPont, LyondellBasell, Tronox andother large and mid-cap companies. Prior to UBS, Gregg worked in the chemical industry for 27 years in various assignments atDuPont, Monsanto, and Solutia.

Gregg holds degrees in chemical engineering from the University of Texas and the University of Pennsylvania and is a registeredengineer in the State of Texas.

February 201618


CHEMICAL MARKET RESOURCES KEY PERSONNEL

Pranav BhupathiConsultant, BS ChE, MS Biotechnology Mgmt

Pranav joined Chemical Market Resources in May, 2011. Pranav has conducted and participated in proprietary consulting projectsfor global petrochemical companies related to polyolefin/plastics, elastomers and other petrochemical products with specialemphasis on catalysts, processes and product application technology.Pranav’s areas of focus include opportunity analysis, technology and industry trend assessment, developing forecasting models,new product introduction strategies, inter-material substitution opportunities, and project economics as they relate to plastics,petrochemicals and related industries. Pranav has participated in 50+ in-depth custom studies to optimize product portfolios andincrease revenues for clients. He authors and contributes to several of CMR’s multi-client reports on commodity plastics andspecialty polyolefin and elastomers.

Prashanth SabbineniSr. Research Analyst, B. Tech ChE, MS ChE

Prashanth joined Chemical Market Resources (CMR) in 2012 and has been actively involved in market analysis and providingstrategic options for products such as polyethylene's, other plastics, C4 & C5 petrochemicals, rubbers, plasticizers, tie-layer resins,bioplastics, and bio-chemicals. Prashanth has specific experience in identifying applications drivers, growth drivers, region driversand working on historical/current/future supply and demand models.Since joining CMR, Prasanth has assisted a major North American polyethylene producer in planning their new polyethylene plant;a major petrochemical company in Southeast Asia in planning a petrochemical complex and analyzing their downstream productportfolio; provided strategic analysis for a global private equity firm evaluating a confidential buyout and assisted a major Asianpetrochemical company in assessing the impact of shale gas on the Asian petrochemical business. He has helped connect Asianpetrochemical companies with North American suppliers of raw materials and he has worked on several polyethylene-relatedconfidential single client studies.

Shreekanta B. AradhyaSr. Research Analyst, Ph.D. ChE, BS ChE

Shreekanta joined Chemical Market Resources in June, 2014. Shreekanta has experience as a research analyst with knowledge ofthe upstream and downstream petrochemical industry. Shreekanta has conducted polyolefin technology assessments anddeveloped R&D strategies. He has participated in custom studies involving business/market intelligence and strategic planning forclients in the polyolefin sector and catalysts. Shreekanta authors CMR’s multi-client report on polypropylene fibers. Previous tojoining CMR, Shreekanta gained his Ph.D. in Chemical Engineering from Missouri University of Science & Technology.

February 201619



Andrey Belyanin

Research Analyst, BS Biochemistry and Cell Biology

Andrey joined Chemical Market Resources in May, 2013 as a Research Analyst. Andrey focuses on the strategic analysis ofglobal petrochemical markets with an emphasis on North American shale gas and C2-C5 derivatives. His project experiencecovers Natural Gas Liquids, Olefins, Polyolefins, Plastomers & Elastomers, and Polymer Converting Processes & Markets.

Andrey has worked on the analysis of the impact of North American shale gas on C2-C5 product chains by region, performedtechnical and economic analysis of natural gas processing, developed cost/profit models and projection, developed feedstockusage and manufacturing cost models for olefin production in the United States and internationally and conducted opportunityanalysis for the specialty product of a leading North American petrochemical producer by technical properties and target markets.

Ben Lee

Research Analyst, BSc, MS ChE, MS Technology Commercialization

Ben joined Chemical Market Resources in December, 2014. Prior to joining to CMR, Ben worked as a research consultant intechnology assessment and market evaluation at the University of Texas and also has two years’ experience as a processengineer in the clean energy industry.

Ben has worked on projects such as a proprietary speciality polypropylene study for an Asian producer; as part of commercialteam for a clean technology company; technology assessment on shale gas hydraulic fracturing tools; provided marketassessments on non-toxic EVA foam and TPE foam and evaluated market opportunities in North America and Africa along withdeveloping business strategies for expansion activities.

Abbas Masum

Research Analyst, BS IE, MS MathematicsAbbas joined the Chemical Market Resources, Inc. team in September 1998

Abbas has extensive experience in the fields of sciences; mathematical modelling, database, IT and education22 years in all phases of business development including chemicals & plastics, marketing/business development, strategicopportunity assessment, and marketing strategies to support the growth of the CMR.MS Mathematics and Applications, Texas Southern University, Houston, TexasBS Industrial Engineering, Lamar University, Beaumont, Texas

February 201620



- Polymer science- Petrochemical processes- Catalysis- Plastic transformation- Chemicals economics- Strategic planning and project management- Polymer market research- Polymer process and product technology expertise- Expert witnesses (Chemicals economics and polymers)- Supply-side Strategy Analysis of chemicals, including ethylene and

derivatives propylene, commodity plastics, inorganic chemicals,etc.

CMR’s alliance partners include specialists that each hold more than 40years industry experience in areas such as:

1560 W Bay Area Boulevard, Suite 195Friendswood, TX 77546, USA

Phone: +1 281 956 2509www.cmrhoutex.com

CMRhoutex.comOVER TWO DECADES OF EXCELLENCE INPETROCHEMICALS CONSULTING

We are ready to help…

For more information contact:

Rod CummingsVP - ConsultingChemical Market Resources Inc.

Direct: +1 281 956 2509Cell: +1 281 900 [email protected]

Documents

PROFILE AND CAPABILITIES - · PDF filePROFILE AND CAPABILITIES FEBRUARY 2016. ... Gregg worked as a chemicals equity analyst for UBS as part ... Pranav joined Chemical Market Resources