GLG Teleconference: Global Specialty Chemicals Value Chain

Michael Brown
President of StrategyMark

Friday 14 February 2020
9:00 AM HKT

China is the world's largest polyethylene and polypropylene importer, with the potential for PP imports to reach 4.1m tonnes, or 41% of the total global demand in 2020, according to ICIS estimates. Amid the Coronavirus outbreak, how would a potential slowdown in Chinese demand affect the global specialty chemical value chain, and what should investors be looking out for? 

GLG is pleased to invite Michael Brown, President of StrategyMark and former Managing Partner with TZ Chemicals International Pty Ltd (TZCI), to discuss:

• nCov impact on Polymers: Polyolefin, (engineered) plastics, automotive parts and paints & coatings

• Potential disruptions to the specialty chemical value chain

• Disruptions in commodities chemicals value chain related to China

• The effects of oil price movements and tariffs on specialty chemicals

• What to look out for in 2020: Winners & losers along the value chain

Please note, Mr. Brown owns securities of DuPont, Chemours, Corteva and Dow, he will not discuss StrategyMark and Inhance Technologies LLC or any aspects of their operations. He may have additional limitations on what he can discuss and will decline to answer questions related to confidential matters.

This Teleconference will be recorded and a transcription made available on the GLG Library. Attendees who ask questions or make comments will not be identified (either by name or affiliation.) If your firm is not subscribed to the GLG Library or you have further questions, please contact your GLG representative.

Michael Brown is the President of StrategyMark, a firm providing buy-side analysis and consulting services regarding the chemical industry. He also serves as an adviser to the Board of Inhance Technologies, LLC, a barrier packaging and surface modification firm. Previously Mr. Brown was a Managing Partner with TZ Chemicals International Pty Ltd (TZCI), a consulting and data provider primarily focused on the global paint and coatings sector and associated raw materials such as titanium dioxide. He was the Global Director of Coatings at Quaker Chemical Corporation, and prior to that, Mr. Brown was the Vice President at ChemQuest Group, where he advised clients on business planning, strategy development, and market intelligence in the specialty chemicals markets. Mr. Brown also founded Consultant Launch Pad to assist new consultants start their practices. He has over 18 years of management experience with DuPont Automotive involving product development, marketing management and business management of coatings and engineered plastics. Mr. Brown was also a Board Member of Haley Paint Company. Michael has expertise in the specialty chemicals markets of polymers, resins, plastics, paints, coatings, adhesives and composites. He has deep knowledge of the value chains in which these products are produced, sold and used including industry structure, competitive dynamics, market conditions, pricing trends, cost trends, regulations and customer behavior. Michael owns 39 years of industry experience, 19 years in business management with DuPont, Quaker Chemical and PPG, and 20 years as an independent industry consultant and analyst.

For more information, please contact: 

Belle Guo

bguo@glgroup.com

+852 2912 0755