US Specialty Chemical Landscape And Drivers
The US Gulf Coast petrochemical sector offers $750 B opportunity driven by shale gas, low-cost feedstock, and capacity expansion. Growth areas include commodity sourcing, importing, trading, and brokering, supported by evolving technology, regional production shifts, and global demand.
Sourcing and Trading/brokering within the $750 BIL USGC (Texas Chemical Council, American Chemical Council reports) chemical sector have several potential revenue streams. The Houston TX and Louisiana areas are slated for more than $150 BIL (Houston) and $70 BIL (LA) of capital expansion projects driven by the “shale gas” low-cost raw material revolution. Here I have identified several potential focus areas, and business models for growth in commodity chemical sourcing, importing, trading and brokering over the next 3-5 years. These ideas are in addition to developing sales outlets to support the existing product mix in TX, MX, and LA, or wherever nonoverlapping potential exists.
USGC producer supply length, excess capacity ~ go to market agreements
Import sourcing is driven by domestic supply gap related to demand
Import supply powered by significant buyer commitment to enable baseload
Import agency equipped with Global Producer dedication and redeployment resource
Export consortia, by consolidating co-product marketing with one customer model
Boutique Specialty Chemical Businesses
BACKGROUND UNDERSTANDING
The task is to identify and highlight by this thesis, a compelling roadmap for building a new trading portfolio or a business book, that has an ongoing revenue stream, no asset base, and that is entrepreneurially operated.
INDUSTRY…
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