Specialty Chemicals Sector Check - The Great Migration: Motilal Oswal's Thematic View

BQ Prime’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BQ Prime’s subscribers an opportunity to expand their understanding of companies, sectors and the economy. .Motilal Oswal Report.Led by major oil discoveries, refining capacity in the Middle East grew to four times over 1970- 2020. On the other hand, a rising consumer market led to China raising its refining capacity 28 times during the same period. In the meanwhile, the global capacity rose a meager two times. Similarly, abundant gas in the U.S. resulted in a wave of petrochemical projects over 2015-19, accounting for 13% of the total capacity added globally. As a fast growing consumer center, China added another 28%. Chemicals can be broadly divided into two groups - organic and inorganic. An organic chemical necessarily contains C-H or C-C bond-like methane (CH4), ethane (C2H6), and their derivatives, while the rest, which are basically metal or mineral derivatives (lacking C-H or C-C bonds) are termed as inorganic chemicals. Organic chemicals owe their genesis primarily to fossil fuels such as oil, gas or coal or biomass.Our research suggests multiple reasons for manufacturing of chemicals to migrate to areas with cheaper availability of feedstock, especially to the U.S., Middle East, and Africa over the long term. .Click on the attachment to read the full report:.DISCLAIMERThis report is authored by an external party. BQ Prime does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BQ Prime..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Specialty Chemicals Sector Check - The Great Migration: Motilal Oswal's Thematic View

Indian chemical companies face severe challenges and need to evolve in order to battle the great migration expected globally.

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