News from Notch Consulting, Inc.

November 24, 2009

Notch Announces Quarterly Report on Carbon Black Pricing, Supply/Demand, and Industry News

Filed under: Carbon Black — Notch @ 8:30 am

While at the Carbon Black 2009 Perspective in Asia Pacific conference (see post below), Notch Consulting announced a major new addition to its report lineup: The Contact Patch, a quarterly report on carbon black pricing, supply and demand, and industry developments. The first issue of the report was published this month, and future issues will appear quarterly.

The new report is included at no charge with a subscription to Notch’s annual report, the Carbon Black World Data Book, but the quarterly report may also be purchased separately, on either an annual or single issue basis. Contact Notch at info AT notchconsulting.com for details and subscription rates.

The report includes two components:

Pricing Report: Provides quarterly and monthly contract prices for major rubber grades for

  • the United States (N110, N234, N330, N339, N550 – prices in US$),
  • the European Union (N234, N326, N330, N339, N550- prices in €),
  • Brazil (N234, N330, N339, N550 – prices in US$); and
  • Monthly spot prices for China (N220, N234, N326, N330, N550 – prices in RMB)

Supply and Demand Update: Provides year-to-date figures based on the latest quarterly data and full-year forecasts for the current year, with a comparison to the previous year’s performance during the same period. Each issue also includes revised forecasts. Data cover all major countries as well as regional and global totals, and include carbon black capacity, utilization, production, and apparent consumption. The report also includes capacity developments, status of pending projects, and industry news.

Reflections of Bangkok

Filed under: Carbon Black — Notch @ 7:20 am

Carbon Black 2009 Perspective in Asia Pacific was held last week in Bangkok, and Notch Consulting had the honor of delivering one of the key-note addresses. The paper was entitled “Global Economic Recession: Effect on the Carbon Black Industry.” Mr. Anil Kumar of PVTI India organized the conference along with a group of executives from leading carbon black companies in the region. The location was enchanting, the agenda well organized, and the proceedings highly informative. It was great to see old friends and make a few new ones.

The mood among attendees could be described as cautiously optimistic. There is a feeling that the worst of this punishing recession is in the past (with the trough probably occurring in the first or second quarter of 2009, depending on the region), and the hope that the regional and global markets will return to growth in 2010. However, there is an awareness that the road ahead may be rocky. There was much discussion of the import tariffs that the United States imposed on Chinese tires earlier this year, and what effect the tariffs would have not only on Chinese passenger tire production but also on those countries most likely to pick up market share at China’s expense.

After curtailing expansion activity beginning last fall, suppliers are again moving forward with new projects, and Notch heard details of several new projects planned for coming years. The industry’s newest producer, Himadri Chemicals in India, had a major presence at the conference. They were joined by nearly 200 other attendees from leading carbon black suppliers as well as equipment providers, feedstock suppliers, governmental organizations (including the China Carbon Black Institute), and consultants. All in all, a great trip.

Below: Entrance to Dusit Thani Hotel, site of the conference

Below: Detail near entrance of Wat Phra Kaew temple

Below: Detail of statue from Wat Pho temple

Below: Rumor has it that some attendees even indulged in the ancient art of Thai Fish Massage

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