Oh, Those Oleos: Sliding Up the Value Chain

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. See omnystudio.com/listener for privacy information.