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Show Notes
In this Dec 2012 interview, Emery Oleochemicals CEO Dr. Kongkrapan Intarajang, Ph.D, discusses:
- Oleos generally;
- Benefits - located - No.2 global producer of palm oil;
- Indonesian government’s cut - export tax rates of crude and refined palm oils - competition concerns;
- Indonesia cutting the gap with Malaysia - oleochemicals production - address imbalance with Malaysia;
- Expected volatility for Asian oleochemical prices - fluctuations in feedstock - debt crisis in Europe;
- Concerns: decline in demand from Europe - biggest market;
- Soybean and CPO prices (tallow, soybean oil, palm and palm kernel oil, coconut oil, and rapeseed oil) - feedstock price volatility - issues;
- Cost passthroughs - adding value - issues;
- Benefits - backward integration - Sime Darby Big Brother;
- Production capacity - utilisation - outlook;
- Moving up the value chain;
- Global overcapacity - Emery still investing - North America - data points;
- Boom-bust cycles - issues;
- Recent burst of new capacity in China - impact - South-East Asian players;
- Whether scope for further capacity development - where - located;
- Where is most of the demand coming from;
- Shale gas and oil revolution in the US - impact - prices - margins;
- Sustainability concerns - RSPO and certification - issues;
- JV with PTT - Sime - long term return on investment;
- Funding needs - Sukuk cancellation;
- Whether exit - IPO.
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