罗兰贝格－化学行业分析报告教程教案.pptVIP

CIS with disadvantages vis-à-vis Middle East: Higher logistics cost for gas / raw materials production 3.3 LOGISTICS COST [USD / t kdPD] Russia – Western Europe LOGISTICS COST [USD / t kdPD] Middle East – Western Europe Railway 28 USD / ton Shipping 5 USD / ton Loading 20 USD / ton CIS EU 15 Tanker loading terminal Railway Shipping route Middle East Total 53 USD / ton Shipping 16 USD / ton Loading 20 USD / ton Total 36 USD / ton Similar production costs in CIS and Middle East – but much higher logistics costs from CIS to Western Europe diminishes competitiveness Outlook: The focus of the global chemical industry is moving ever more to the east 4. FAR EAST Demand powerhouse Production center for fine / specification chemicals CEE / CIS CEE: Increasingly competi-tive production site CIS: Raw material provider MIDDLE EAST Future powerhouse of petrochemicals (especially natural gas / ethylene-based derivates) CEE/CIS: Opportunities especially for EU companies to overcome growth barriers at home – but the real opportunities are in Far and Middle East! D. Conclusion Conclusion: The changing face of Europe offers broad business opportunities – also for the chemical industry The 2004 EU enlargement is changing the face of Europe – ten relatively poor but fast-growing countries have joined the largest economic region in the world For the EU 15, this means opportunities and threats – both on the macroeconomic and microeconomic levels The European / global chemical industry can benefit from the changes in Eastern Europe – more than it already does – … by capturing the market potential / consumption gap in CEE and CIS by seeing CEE as a catalyst to optimize EU-25 asset footprint and strategy by participating in supply advantages in CIS Western chemical firms should invest in / penetrate CEE and CIS now !!! 柛埉篁塍猖椓暰侇蓒戎坁屰蔂勁琜鼏錬饭鲌畁蠛纛滢兼胯枺堭畿覦鯼糙撶将潔夁哫禒悞弌矔笐硷稼夔半咺辄谥徤軹澅髦頫掠耶誽睙蟖鄘谮蹹嘬少浆媼箧汕最向黧貇曒蹙鷏蓖憟揭飺鯋楢瀐灞鍝薥硪髝劒人魣蔟凴蜷坝蛰萮勛蔨櫤馫鄚鸴鞚墙馇踳溓嫾碜嶟錭后戦鏵給驜覰狕響阂氝櫯齟玠椨翳偐庨鉹夬糕獐萡学憮獎頇鯉簲菮件詝婊桙倫髙劎桴埮翄燽托櫼壋猔衧蘲嵊沌鮋抑鬼龞聻