VAM

27 September 1999 00:00  [Source: ICB]

The European VAM market is moving towards balance, although the global market is in considerable oversupply

Supply/demand



European demand for vinyl acetate monomer (VAM) in 1998 was estimated at around 815 000 tonne and to be growing in line with GDP. Capacity is around 770 000 tonne/year. Three major players, Celanese, BP Amoco and Acetex hold over 600 000 tonne/year of this capacity. Imports run on average at about100 000 tonne/year - mostly from the US. Global capacity is around 4.5m tonne/year with demand around 3.6m tonne/year, suggesting a substantial capacity overhang.

As ECN went to press, ethylene shortages had reduced production at Celanese's German unit and Tarragona was down for planned maintenance. This, combined with a 4000 tonne off-spec cargo at Rotterdam, has tightened the European market ahead of quarter four contract discussions.

Uses



Polyvinyl acetate (PVA) accounts for about 48% of VAM use, polyvinyl alcohol (PVOH) about 35%, with remaining volumes going to ethylene vinyl acetate (EVA) polymers and ethylene vinyl alcohol (EVOH) barrier resins. PVA is used for the production of water-based latices and adhesives. PVOH is used in packaging film and glass laminates. EVA and EVOH are finding new uses as copolymers in speciality adhesives and packaging films.

Pricing



Prices are showing the first signs of recovery having been under severe pressure for almost two years. Margins are still at unacceptably low levels. In late 1997, spot prices for T1 material were at $975/tonne fob Rotterdam, but weak Asian sales led to a sharp price fall early 1998 and by quarter two European prices had also dropped below $600/tonne.

European spot T1 prices are now just off the bottom at $600-625/tonne fob Rotterdam. Contract prices too have edged up a little to DM1175-1200/tonne. Celanese has announced global price hikes for 1 October but is, say market sources, meeting opposition from customers. In Europe, a hike of DM136/tonne is asked and with the current tight supply other producers are seeking similar increases.

In the US and Mexico customers have been offered a temporary voluntary allowance of $22/tonne on the $66/tonne increase asked, which will be removed if hydrocarbon costs increase more than anticipated, which now seems likely. In Asia, Celanese is asking for an increase of $48/tonne.

Technology



VAM is usually produced by reacting vapourised acetic acid and ethylene with oxygen in a fixed bed reactor using a supported noble metal catalyst. The VAM is recovered by condensation and scrubbing and purified by distillation. BP Amoco has developed a fluidised bed technology, Leap, which is claimed to cut investment costs by 30%. Praxair has received a patent for the use of 99.95% oxygen which can boost VAM yields by up to 5%. Eastman Chemical has disclosed a technique in which acetic acid is the sole feedstock. In a three-step liquid phase process, acetic acid is cracked to ketene followed by hydrogenation to acetaldehyde which is then reacted with additional ketene to make VAM in yields as high as 95%.

Health & safety



Exposure to VAM can cause irritation to the eyes, nose and throat. Contact can irritate the eyes and skin. ACGIH recommends an exposure limit of 10ppm averaged over eight hours. VAM is a flammable and reactive chemical.

###8089###

GLOBAL CAPACITIES FOR VAM '000 TONNE/YEAR





Company Location Capacity


Western Europe


Atochem Balan, France 35


BP Amoco Hull, UK 250*


Baglan Bay, UK 115<</TD>



Porto Marghera, Italy 55<</TD>



Celanese Frankfurt, Germany 270


Lonza Lalden, Switzerland 25


Acetex Pardies, France 150


Taqsa Tarragona, Spain 150


(Celanese)


Wacker-Chemie Burghausen, Germany 86


Eastern Europe


ZC Oswiecim Oswiecim, Poland 12


Duslo Sala, Slovakia 15


Doljchim Craiova, Romania 50


MSK Kidinda, Serbia 65


Stavropol Budyennovsk, Russia 30


Polymer


Americas


Celanese Alberta, Canada 85


Celanese La Cangrejera, Mexico 120


Mexico


Celanese Bay City, Texas 285


Clear Lake, Texas 265


DuPont La Porte, Texas 261


Millennium LaPorte, Texas 431


Union Carbide Texas City, Texas 325


Cabo, Brazil 80+


Asia


Polychem Maharashtra, India 10


VAM Organic Uttar Pradesh, India 20


Vinyl Chemical Maharashtra, India 10


Beijing Beijing, China 38


Organic Chemical


Guizhou Qingzhen, China 20


Organic Chemical


Jinshan Shanghai, China 56


Petrochemical


Sichuan Vinyl Sichuan, China 90


Denki Kagaku Goi, Japan 66


Kogyo Omi, Japan 60


Kuraray Nakajo, Japan 86


Okayama, Japan 139


Nippon Mizushima, Japan 140


Synthetic


Chemical


Shin Etsu Sakai, Japan 80


Vinyl Acetate


Showa Denko Ohita,Japan 150


Asian Acetyls Ulsan, Korea 150


Dairen Kaohsiung, Taiwan 100^


Chemical Mailiao, Taiwan 240*


Celanese Singapore 170




* onstream end 2000



< scheduled for closure when Hull plant is onstream. Porto Marghera tolling contract with BP Amoco runs out in 2000



+ purchase from Rhodia



^ Will be converted to 1,4-butanediol production when Mailiao plant comes onstream end-2000.



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