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Depending on a strategy of Kalush PVC sales, working models of
all current market leaders including UTC, Sayanskhimplast and Chinese resin
importers will change. If LUKOIL switches to contracts with the largest
converters, Russian PVC producers will be forced to increase the share of spot
sales. Then PVC-S supply from Sayansk and possibly from Volgograd might
become the most vulnerable.
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According to Sergey Karaichentsev, MRC Analytics Director, "domestic
producers aren't interested in exporting their resin as exports mean only
losses today. The Turkish spot market is on average USD 150/mt cheaper than the
Russian one. The Indian market is controlled by Asian companies (firstl of all,
LG Chem). Exports of Sayanskkhimplast's PVC to China as it was in 2001 are no
more possible today: Chinese acetylene-based PVC-S is cheaper than Russian
resin. Contrariwise, Russian PVC producers might be forced to ask the Government
to implement restrictions against imports from non-CIS states".
mrcplast.com
More detailed analysis of PVC processing capacities and consumption by
sectors, markets, types of finished goods and converters is available in MRC "PVC in Russia - 2010" Annual
report.
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