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Rubber Market Overview

Rubber Market Overview. Chicago Rubber Group September 23 , 2010. Bill Hyde Director C 4 Olefins and Elastomers bhyde@cmaiglobal.com. Bangkok. Singapore. Shanghai. Houston. New York. London. Düsseldorf. Dubai. CMAI’s Global Consulting Business . Business Advisory Services.

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Rubber Market Overview

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  1. Rubber Market Overview Chicago Rubber Group September 23, 2010 Bill Hyde Director C4 Olefins and Elastomers bhyde@cmaiglobal.com Bangkok Singapore Shanghai Houston New York London Düsseldorf Dubai

  2. CMAI’s Global Consulting Business Business Advisory Services Market/Planning Advisory Services Corporate & Business Planning Support Market, Value Chain Competitive Analyses Feasibility Studies Project Economics Asset Valuations Technical Analysis Due Diligence M&A Corporate Strategies Business Unit Strategies Functional Strategies • Legal Strategy, Expert Analysis & Testimony, Damage Assessment, Valuation & Arbitration Support

  3. CMAI Tire Raw Material Index

  4. Fundamental Drivers Synthetic Rubber Natural Rubber What’s Next?

  5. Fundamental Influences

  6. Asia is the dominant factor and China dominates Asia Market limits vary by region Supply/Demand Feedstock availability TheSynthetic Rubber Future

  7. Global Synthetic Rubber Market

  8. Is There Enough Capacity?

  9. China Dominates Asia

  10. What is China’s Future?

  11. North America is Underutilized

  12. Rubber raw material prices have been historically high, but regional differentials have been even worse Rubber producers in North America can expect more of the same Cost Differentials AlsoDrive Prices

  13. BASE PETROCHEMICALS

  14. Surplus Ethylene Peaks In 2010

  15. On-Purpose Propylene Production

  16. Evolving Trends in U.S. Butadiene Feedstock Production 4

  17. New Extraction Capacity

  18. Average Demand

  19. Natural Rubber • Demand is recovering • Market balance tightening

  20. Natural Rubber Demand in China

  21. Natural Rubber Inventory

  22. Fundamentals Stabilizing Synthetic Rubber China will be biggest market driver Cost differences will cause price differentials and North America will have the highest of both Natural Rubber Tightening Conclusions

  23. London New York Duesseldorf Houston Shanghai CHEMICAL MARKET ASSOCIATES, INC. Dubai Singapore THANK YOU! Contact any CMAI location to assist in your petrochemicals market analysis Contact Information Available at CMAIGLOBAL.COM Bangkok

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