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OverviewA. The Chemical Industry GloballyB. The German Chemical IndustryC. Chemical Innovation Made in GermanyD. Opportunities for Chemicals Producers in GermanyE. Chemical Parks : “Plug & Play“
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The German Chemical Industry
12 June 2015
Dr. Thorsten Bug, Senior Manager Chemicals
www.gtai.com 2
Overview
A. The Chemical Industry Globally
B. The German Chemical Industry
C. Chemical Innovation Made in Germany
D. Opportunities for Chemicals Producers in Germany
E. Chemical Parks: “Plug & Play“
Main sources:
Cefic: The European Chemical Industry Councel, Brussels, www.cefic.org
Destatis: Statistisches Bundesamt (engl.: Federal Statistical Office), Wiesbaden, www.destatis.de
VCI: Verband der chemischen Industrie (engl.: German Chemical Industry Association), Frankfurt/Main, www.vci.de
www.gtai.com 3
With strong growth rates in the 10-years-period 2003-2013, the Asian Chemical
Industry has more than doubled their share in global revenues.
Source: Cefic, Facts and Figures 2014.
Global Chemical Revenue
NAFTA
Europe
Asia
Latin America
Japan
Africa, Australia, and Middle East
2%
26%
35%
23%
9%
5%
17%
20%
52% 5%
5%
1%
Global revenues in percentage share
2003: EUR 1,326 billion
2013: EUR 3,156 billion
www.gtai.com 4
EUR 631 bn (20%)
Despite China’s strong growth, Europe continues to be a relevant and growing
market.
Source: Cefic, Facts and Figures 2014.
EUR 464 bn (35%)
Europe Asia NAFTA Japan Other
Chemical Revenue 2003 Chemical Revenue 2013
+36%
EUR 1,326 bn EUR 3,156 bn
The Global Chemical Market
www.gtai.com 5
Global Chemical Revenue
Germany is the world‘s fourth largest chemical market, being surpassed only by
China, USA and Japan in terms of revenues.
Source: Cefic, Facts and Figures 2014. Total revenue globally 2013: EUR 3,156 billion.
Chemical Revenues, 2013
0
200
400
600
800
1000
1200
EU
R b
illion
www.gtai.com 6
European Revenues
0 50 100 150 200
Rest of EU-27
Spain
UK
Netherlands
Italy
France
Germany
EUR billion
2013
2012
2011
2010
2009
European ( EU-28) Chemical and Pharmaceutical Industry Revenues (2009 – 2013)
With a share of more than 25% in 2013, the German chemical industry has
consolidated it‘s leading role in Europe during the recent years.
Source: VCI 2013, Chemiewirtschaft in Zahlen 2014, Table 60. In order to compare revenue internationally, data devates from the previous Cefic data.
www.gtai.com 7
Overview
A. The Chemical Industry Globally
B. The German Chemical Industry
C. Chemical Innovation Made in Germany
D. Opportunities for Chemicals Producers in Germany
E. Chemical Parks: “Plug & Play“
Main sources:
Cefic: The European Chemical Industry Councel, Brussels, www.cefic.org
Destatis: Statistisches Bundesamt (engl.: Federal Statistical Office), Wiesbaden, www.destatis.de
VCI: Verband der chemischen Industrie (engl.: German Chemical Industry Association), Frankfurt/Main, www.vci.de
www.gtai.com 8
Source: VCI, 2013. Details: 1960: without Saarland; from 1964 including west Berlin; 1970, 1995, and 2008 with new statistical classification. From 1991 as unified Germany.
The History of the German Chemical Industry
Chemical Industry Revenue and Employee Development in Germany
Within 50 years, revenues increased by a nominal 5.4 and a real 3.1 percent on
average a year. This resulted in a 14-fold productivity increase.
12 30
65
100
135
171
458
598 568 568
470
415
0
20
40
60
80
100
120
140
160
180
0
100
200
300
400
500
600
700
1960 1970 1980 1990 2000 2010
Em
plo
yees in t
housand
Revenue in EUR billion Number of employees in thousand
Revenues in E
UR b
illion
www.gtai.com 9
German Chemical Companies Structure
The industry is “dominated” by small companies, whereas the lion’s share of
revenues are raised by large corporations.
Source: VCI, Chemiewirtschaft in Zahlen 2013, Table 18.
72
7 4
24
31
25
4
63
71
0
10
20
30
40
50
60
70
80
Number of companies Employees Revenues
1 - 49 employees 50 - 499 employees > 500 employees
in %
Number of Chemical and Pharmaceutical Companies, Employees and Revenues by
Company Size, 2011
www.gtai.com 10
160
146
102 86
77 75 64 63 58 57
0
20
40
60
80
100
120
140
160
180
EU
R b
illion
Chemicals Exports
Germany is the leading exporter of chemicals and pharmaceuticals in the world.
Source: VCI, Chemiewirtschaft in Zahlen 2014, Table 61.
Chemical and pharmaceutical Exports by Country, 2013
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Almost 3/4 of total German chemical exports are delivered to other
European countries.
German Chemical Exports
59%
9%
11%
3%
2%
4% 2%
NAFTA
Latin America
Rest of the world (ROW)
ASEAN
China
Japan
EU 27 (without Germany)
European non-EU
10%
Source: Destatis, 21 January 2014, Data for 2012.
www.gtai.com
Fine and specialty as well as basic chemicals continue to constitute the backbone
of the German chemical production market.
Chemical Market Segmentation
Source: Source: VCI, Chemiewirtschaft in Zahlen 2013, Table 15a.
Chemical Market Segmentation by Revenues between 2010 and 2012
0
10
20
30
40
50
Petrochemicals Fine & Speciality
Chemicals
Polymers Anorganic Basic
Chemicals
Detergents &
Care Products
EU
R b
illion
2010 2011 2012 2013
12
www.gtai.com
German Chemicals Production
Despite the economic downturn in 2009, the Basic Chemicals output in Germany
remained almost steady.
Source: Destatis. Oxygen in million m3 under normal conditions.
Production Volumes of Basic Chemicals in Germany between 2000 and 2010
0
2.000
4.000
6.000
8.000
Thousand t
ons
2000
2005
2010
13
www.gtai.com 14
With operating margins in the double-digits almost all large German Chemical
Companies show healthy profits.
The Corporate Landscape
Source: respective annual company reports. The financial year corresponds with the calendar year. Operating margin: operating income (EBIT) in relation to revenues.
German chemical company performance for FY 2014, in EUR million
Revenue Operating margin
Net profit
BASF 74,326 10% 5,155
Bayer 42,239 13% 3,426
Henkel 16,428 14% 1,662
Evonik 12,917 10% 568
Merck 11,501 16% 1,165
Lanxess 8,006 3% 47
Wacker 4,826 9% 195
Altana 1,952 14% 179
www.gtai.com 15
Source: Germany Trade and Invest, 2014.
Chemical Cluster in Gemany
Cluster foster cooperation and increase innovative potential of companies and
R&D institutions.
• Networking platform for R&D institutes,
companies, authorities within the region
• Strategic alliances with international chemical
sites in Europe, Asia and the US strengthen the
cluster members’ global competitiveness
Chemical Cluster offers added value to their members:
www.gtai.com 16
Overview
A. The Chemical Industry Globally
B. The German Chemical Industry
C. Chemical Innovation Made in Germany
D. Opportunities for Chemicals Producers in Germany
E. Chemical Parks: “Plug & Play“
www.gtai.com
Japan, Germany, and the US are leading in chemical R&D spending and patent
registration.
Research and Development
17
Chemical Patents and R&D Spending Intensity 2012
Source: Cefic, Facts and Figures 2013; Statistisches Bundesamt, VCI, Stiferverband für die deutsche Wissenschaft 2013
South Korea
USA
Germany
Japan
<5%
China
share of chemical patents
R&D spending intensity in % of annual sales
1.6
25%
2.8
17%
1.3
<5%
4.0
20%
EU
1.6
0.8
www.gtai.com 18
companies / industrial research
Universities
Government research institutions
(federal and state level)
non-university R&D institutions
MPG – Max Planck Society
HGF – Helmholtz Association
WGL – Leibniz Association
FhG – Fraunhofer Gesellschaft
Note: All figures in EUR billion; Source: Federal Ministry of Education and Research 2010, Federal Statistical Office 2014.
Germany’s Innovation Strategy
Public funding Private funding
Applied r
esearc
h
Basic
researc
h
50.3
14.4 1.7
3.7
1.2 1.2
1.9
R&D Expenditure (in EUR billion, 2012)
and Type of Research by Actor
Diversified research landscape with multiple funding levels secure the innovation
hub in Europe.
MPG
HGF
WGL
FhG
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Germany‘s Private R&D Spending
9 8 8 9 8 9 10 11
5 5 5 5 5 5 6 6
20 20 23 22 23
26 26 28
11 11
10 10 8
9 10
11
0
10
20
30
40
50
60
2006 2007 2008 2009 2010 2011 2012 2013
Electrical engineering
Automotive &
Aerospace
Mechanical
engineering
Chemical & Pharma
EU
R b
illion
Despite the economic crisis in 2009, the German Chemical Industry continuously
invested in R&D.
Selection of private R&D Expenditure by Sector between 2006 and 2013
Source: VCI, 2013, Chemiewirtschaft in Zahlen 2014, Table 48.
www.gtai.com 20
Chemical University Education and Research
Berlin
Saarbrücken
Hamburg
Magdeburg
Mainz
Stuttgart
Bremen
Potsdam
Kiel
Schwerin
Hanover
Erfurt
Munich
Düsseldorf
Dresden
Wiesbaden
Chemical education and research at:
Source: German Rector‘s Conference, Federal Institute for Vocational Education and Training, 2013; GTAI 10/2013
• 49 Universities offering Postgraduate
programs in classical chemistry
Plenty of excellent universities secure highly qualified academic stuff.
www.gtai.com 21
Source: GTAI 10/2013.
Chemical Non-University Research
Berlin
Saarbrücken
Hamburg
Magdeburg
Mainz
Stuttgart
Bremen
Potsdam
Kiel
Schwerin
Hanover
Erfurt
Munich
Düsseldorf
Dresden
Wiesbaden
• 9 Max Planck Society
• 6 Helmholtz Association
• 9 Leibniz Association
• 11 Fraunhofer-Gesellschaft
35 Non-university chemical R&D institutes:
Well-known application-oriented research organizations guarantee both, new
products and technology development.
www.gtai.com 22
Overview
A. The Chemical Industry Globally
B. The German Chemical Industry
C. Chemical Innovation Made in Germany
D. Opportunities for Chemicals Producers in Germany
E. Chemical Parks: “Plug & Play“
www.gtai.com 23
Plethora of logistics
Europe’s longest autobahn, rail and waterway network connects Germany with its
nine neighboring states.
Sources: Eurostat 2008, CIA Factbook, OECD 2012. Note: Latest data available for USA (Road- and Railways) refers to 2008. *(runways > 3,000m)
Autobahn 12,550 km
Railways 40,330 km
Waterways 7,450 km
Seaports 9
Major Airports* 12
www.gtai.com
Energy – Generation
Source: AG Energiebilanzen e.V. (http://www.ag-energiebilanzen.de/)
Gross Electricity Generation in Germany by Energy Carrier in Percentage Share
31 27 26 25 23 25
28 29 30
26 22 16
26 27 25
22
19 18
7 8 9
12
14
10
4 5 7 10 17
26
0%
25%
50%
75%
100%
1990 1995 2000 2005 2010 2014
Renewables
Natural Gas
Oil
Hard Coal
Nuclear Energy
Lignite
Other sources
In the last 25 years Germany got “greener” as Renewables has more than
sextupled their share as energy carrier.
24
www.gtai.com 25
Energy - Quality
Unplanned interruptions including all events, in minutes lost per year
2010
2012
GERMANY
LITHUANIA
POLAND
FINLAND
ESTONIA
DANMARK
NORWAY
SWEDEN
GB
FRANCE
SPAIN
ITALY
With low duration of unplanned power dips in Europe, German consumers enjoy
high quality energy supply.
20
17
95
63
133
89
386
263
260
288
196
179
170
68
111
92
66
66
81
68
15
15
140
58
CZECH Rep.
186
136
SLOVENIA
81
169
NL
34
27
32
39
36
39
AUSTRIA
BELGIUM
Source: CEER Benchmarking Report 5.1 (Ref: C13-EQS-57-03), 2014, Table 1. SAIDI = System Average Interruption Duration Index. Note: 2010 and 2012 data chosen, as these years contain most complete data. 2012 data Spain unavailable, thus corresponding 2011 data is used. 2010 data Belgium unavailable, thus corresponding 2011 data is used.
www.gtai.com 26
GERMANY
LITHUANIA
POLAND
FINLAND
ESTONIA
DANMARK
NORWAY
SWEDEN
GB
FRANCE
SPAIN
ITALY
CZECH Rep.
AUSTRIA
BELGIUM
8.1
8.5
6.5
11.6
12.0
11.2
12.4
14.4
11.3
16.6
17.2
13.7
9.4
9.4
11.0
9.2
9.3
9.9
12.0
10.1
10.4
ROMANIA
8.0
8.2
8.3
10.8
9.9
11.2
9.4
8.8
9.3
9.1
8.7
7.9
7.5
8.3
6.9
7.5
6.8
7.5
LATVIA
11.0
11.5
8.9
10.4
12.3
7.9
7.5
6.5
9.7
11.5
11.0
10.8
11.3
11.0
11.6
NL
High quality energy supply lead to slight price increases in Germany, while
European energy prices have moved together in recent years.
Energy - Cost
Source: Eurostat: Electricity prices for industrial consumers (20 May 2014). *excluding VAT and recoverable taxes and levies
Industrial Energy Prices (500–2,000 MWh), in €-Cent/kWh*
2009
2011
2013
www.gtai.com 27
Raw Materials Supply
Germany´s chemical industry regions are connected to the European pipeline grid.
Source: Germany Trade & Invest, 2012.
• Crude oil via pipelines from:
• Russia
• the Mediterranean Sea
• France
• the North Sea
• Crude oil processing via:
• 14 refineries
• 8 steam crackers
• Pipelines for:
• ethylene
• propylene
• natural gas
• hydrogen
• carbon monoxide
Infrastrucur of raw materials supply
www.gtai.com 28
Foreign Direct Investments
Number of Investment Projects to Europe (2005-2012)
With 12% of total production investments Germany scores top in Europe.
Source: fDi Markets, 2013.
Total amount of investments (1383): Chemicals (695), Plastics (541), Rubber (147). Graph represent 72% off all investments.
50
100
150
200
250
300
350
Chemicals Plastics Rubber
www.gtai.com 29
Overview
A. The Chemical Industry Globally
B. The German Chemical Industry
C. Chemical Innovation Made in Germany
D. Opportunities for Chemicals Producers in Germany
E. Chemical Parks: “Plug & Play“
www.gtai.com 30
• Cost-reducing and unique benefits through:
• Excellent infrastructure
• Chemical raw materials via pipelines
• Gases and steam via pipelines
• Secure energy supply
• Site operators offer expertise and services
from one source
Chemical Parks - Advantages
German chemical parks offer producers unique advantages.
Source: VCI and chemical companies, Germany Trade and Invest, 2009.
40 chemical parks welcome companies to industry investments
www.gtai.com 31
• Analytics
• Authority management
• Maintenance
• Purchasing
• Site canteens
• Engineering
• Trainings
Source: VCI professional association chemical parks, 2009.
Chemical Parks - Business Model
• Warehousing
• Energies/utilities
• HR services
• Logistics
• Hazardous goods
handling
• Disposal
Production
• Vacant sites • Site security
• Emergency
management/ fire service
• Supply and disposal networks
• Roads and railway tracks
Investors choose the site operator‘s „plug and play“ services that suit
their business model best.
www.gtai.com
Chemical Parks – Selected Locations
Source: Germany Trade & Invest, 2012
A
B
B
A
32
www.gtai.com
Chemical Parks – Selected Locations
Source: Germany Trade & Invest, 2012
A
B
C
D
C
D
33
www.gtai.com
Chemical Parks – Selected Locations
Source: Germany Trade & Invest, 2012
A
B
C
D E
F
E
F
34
www.gtai.com 35
Beijing Office
Mr. Markus Hempel
China Representative
Beijing, China
T. +86 10 6539 6725
Berlin - Headquarters Dr. (Mr.) Marcus Schmidt
Director
Chemicals & Healthcare
T. +49 30 200 099 600
North America
Europe
Asia-Pacific
© 2014 Germany Trade & Invest All information provided by Germany Trade & Invest has been put together with the utmost care. However, we assume no liability for the accuracy of the information provided.
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Mr. Omar Oweiss
Director
Washington DC, USA
T. +1 202 629-5713
Tokyo Office
Mr. Iwami Asakawa
Japan Representative
Tokyo, Japan
T. +81 3 5275 2072
Dr. (Mr.) Thorsten Bug
Senior Manager
Chemicals
T. +49 30 200 099 603
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Représentant France
Paris, France
T. +33-(0)1 40 58 35 04
Dr. (Mrs.) Sandra Bütow
Manager
Chemicals & Healthcare
T. +49 30 200 099 604
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