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November 2010
MELAMINE MARKETS& APPLICATIONS
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Melamine
Limitless possibilities now & in the future
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Melamine is not for human consumption
Melamine should never be added to any food product
Including pet food
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Principal characteristics make melamine chemically unique:
Stability - Highly resistant to heat and physical / chemical degradation
Structure – when added with other chemicals and chemical compounds provides surface properties like hardness, gloss and scratch resistance
Nitrogen content of 66 % allows it to be flame retardant and moisture resistant
Melamine unique qualities
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moulding powders; 8%
Others; 8%
Adhesives; 29%
LPL; 36%
HPL; 11%
Coatings; 8%World Market moulding powders; 4%
Others; 16%
Adhesives; 8%
LPL; 29%
HPL; 21%
Coatings; 22%
Americas 72% in laminates and coatings
Americas
Melamine in the………….
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ApplicationCoating Resins
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Wood Based PanelsOthers
High Pressure Laminates (HPL)Low Pressure Laminates (LPL)
Adhesives, resins for wood-based panels
42% 58%
Melamine Applications in the Americas
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Application
Laminates
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Medium-density fiberboardPaper Impregnation
More Applications
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Melamine in laminatesThe melamine molecule typically multiplies horizontally
This reaction is why melamine works so well for surfaces
High Pressure Laminates are typically surfaces
Low Pressure Laminates are typically vertical
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ApplicationMoulding
Compounds
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Excellent Durability Versatility High wear resistance Low emissions
Benefits found by producers of MF Resins
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ApplicationConcrete
Plasticizers
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ApplicationFlame
Retardants
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ApplicationFoam
Products
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Glues/Adhesives in Wood Based Panels
Particleboard (PB) and Medium Density Fiberboard (MDF) Purpose: to reduce formaldehyde emissions Goal: achieve CARB (California Air Resources Board) Phase 2
compliant (note: Federalized in July 2010 via US Congress and signed by President Obama)
Usage: 1-2-3% in all Urea Formaldehyde (UF) resins 2011 demand: 15-20kt
Flame retardants
Foam products for bedding and furniture Purpose: reduce deaths as result of fires Goal: meet federal guidelines that vary between products Usage: added as melamine crystal to polyols 2011 demand: 1-2kt
Paints
Purpose: allow the safe exit of persons from buildings Goal: meet local requirements ie New York City Housing buildings Usage: additive in dry form to specialty paints 2011 demand: <.5kt
New and increasing applications
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Supply/Demand DynamicsChina is and will continue to be the wild card
o Antidumping case in the EU is projected to rearrange the Chinese focus from Europe to ROWo Shift in natural gas in winter from industrial to residential needso Older, less efficient plants are not projected to remain viableo In past few years China had to export ~150kt for global supply/demand to be in balance
Japanese production is expensive vs rest of world
o Will both Nissan and Mitsui continue? Europe’s natural gas is expensive vs rest of world
o Will current capacity continueo Total cost due to raw materials (natural gas/ammonia/urea) & social systems make for
expensive product Middle East has new capacity in Qatar but majority must be exported
o Iranian production has limited outletso No new capacity announced
Americas
o Only producer was Cytec in Louisiana, prior to MHTL coming online in recent monthso Americas has been net importer for ~10 yearso Cytec and MHTL combined will shift Americas to a net exporter
General
o Melamine plants typically don’t run at full rates year after yearo Currency fluctuations cause shifts in geographic focus
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Silo to Shipping in Trinidad
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http://www.surfaceandpanel.com/Under Education Tab
In the early 1900’s the first plastic laminate material was made by impregnating kraft paper (similar to brown bag paper) with phenolic resin and compressing it under high temperatures and pressure in a process called thermosetting that irreversibly cured the resin. The resulting material was resistant to heat, water, chemicals and electrical current………. For more -
The Evolution of Sustainable, Cost-EffectiveDecorative Surface Materials
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http://video.bobvila.com/m/21321098/manufacturing-laminate-flooring.htmLaminate Flooring
http://www.youtube.com/watch?v=wW1RY7FZjFs&feature=relatedCorrugated Paperboard
http://www.youtube.com/watch?v=GBrgZihZhjs&feature=relatedChipboard Desks
http://www.youtube.com/watch?v=qitenYvpSx4&feature=relatedMDF and HDF
Videos of Manufacturing some of melamineEnd uses
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• Global demand continues to increase
• Growth rates vary in each area of the world
• Economy improves as consumer confidence increases
• Supply of melamine improves as MHTL/Qatar production
increases to full capacity
• Moderate improvement in stocks from Q2 onward
• Supply from China into Europe remains in doubt due to
antidumping claim in the EU
• Price are stable through Q1, after increases every Q of 2010
• Prices decrease slightly then stabilize after Q2
• Market welcomes MHTL’s new capacity
• MHTL’s is able to achieve market penetration/share without being disruptive
• Global Supply/Demand continues to be the major driver relative to pricing
Melamine Market Outlook 2011
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Limitless possibilities now and in the future
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And………..
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And………..
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Thank you
QUESTIONS???