News from Notch Consulting, Inc.

March 17, 2010

Notch Announces New Rubber Chemicals Report

Notch Consulting is proud to announce a new addition to its lineup of reports: the Rubber Chemicals Market Update. This is a bi-annual subscription newsletter covering conditions and developments in the global rubber chemicals industry, including antidegradants, accelerators, and other chemicals (including retarders, anti-scorch agents, adhesion promoters, tackifiers, antireversion agents, stabilizers, and peptizers). The first issue of the new report was published in February, and future issues will appear twice per year.

The Rubber Chemicals Market Update provides detailed coverage of 6PPD/IPPD, TMQ, accelerators, and other chemicals. The first issue is 29 pages with 12 tables, as well as a separate Excel spreadsheet that provides supplemental data, country/regional details, and a detailed capacity matrix for all suppliers and segments. Data include quarterly demand estimates for the current year, with comparisons to the same quarter of the previous year. Also included are full year demand figures going back to 2000, as well as forecasts for 2010, 2011, 2015, and 2025. Data are provided at the global and regional levels, as well as for the 20 largest national markets.

The report also provides global production capacity by company for 6PPD/IPPD, TMQ, and accelerators, as well as details on recent and pending capacity projects in the industry, including both expansions and closures. Capacity data are provided for all years 2005-2009 for PPDs and TMQ, and for 2005, 2007, and 2009 for accelerators. Accelerator capacity is also broken out by sulfenamides, thiazoles, and ultra/secondary.

Contact Notch Consulting for more information or to order the report. Email: info@notchconsulting.com; Phone: 413-253-7733.

July 8, 2008

Carlyle Group Invests in Sinorgchem

Filed under: Rubber Chemicals — Tags: , , , , , — Notch @ 11:27 am

On July 7, 2008, the Carlyle Group, an equity firm, announced that it would invest US$87 million in Sinorgchem (Group) Co., the largest manufacturer of PPD antioxidants and 4-ADPA intermediates in China. The company’s product line includes 6PPD and IPPD. Further financial details of the recently-closed deal were not disclosed.

According to Carlyle Group’s press release on the deal, Sinorgchem plans to use the investment to expand its operations overseas. Specific plans were not disclosed.

“Sinorgchem is a high-growth company that has the opportunity to further expand its market position,” said Yi Luo, Managing Director of Carlyle Asia Partners (CAP). “Carlyle has a long history of working with Chinese companies to create value and is an experienced investor in the chemical sector. We are confident that Sinorgchem’s overseas expansion will benefit from the operational expertise of our pool of senior chemical industry professionals, and from potential partnership opportunities with our portfolio companies and global network.”

As covered previously on this blog, Sinorgchem’s 4-ADPA and PPD business is the subject of a protracted legal dispute with the Flexsys unit of Solutia, which alleges that the Sinorgchem production process violates Flexsys patents. This on-going case has hung over Sinorgchem for the last few years, but several recent decisions have favored Sinorgchem. In December 2007, a federal appeals court reversed and remanded the finding that Sinorgchem had directly infringed on the Flexsys patents. In June 2008, the USITC rescinded a limited exclusion order barring the sale of rubber antidegradants manufactured by Sinorgchem in the United States. The ban had been instituted in July 2006.

Here is a prior post on the legal case, including links to numerous previous posts.

Press release from The Carlyle Group.

Here is a link to an article at FinanceAsia.com, which has additional information on the investment.

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