1. CCM Data & Primary Intelligence
Global Commercial Opportunities Derived from Glyphosate Industry
Researched by CCM International Ltd.
I. Introduction
Glyphosate has witnessed stunningly fast development since 2007, boosting the development of
its upstream products including DEA, glycine, IDAN, DMP, etc.
What is the future development trend of glyphosate supply and demand?
How about the current and future competition of the three glyphosate production routes?
What about the supply and demand of main raw materials of glyphosate globally?
Is glyphosate production going to transfer from China and the U.S. to other countries?
Whether Chinese glyphosate production will transfer from East China to West China?
What opportunities will arise from the future development of glyphosate industry?
……
With the above doubts, CCM starts this research on global commercial opportunities derived from
glyphosate industry.
This intelligent report, finished by CCM international in May 2011, conducts opportunity analysis of
glyphosate upstream industries based on the projection of the future development of global
industry from the aspects of supply, demand, possible transfer, technology innovation, etc..
This report is comprised of three chapters, namely
Global glyphosate technical supply & demand and technology;
Global supply & demand and consumption of upstream products of glyphosate including DEA,
ethylene oxide, IDAN, glycine, yellow phosphorus, DMP, phosphorus trichloride, chlor-alkali,
methanol, etc.;
Opportunities and recommendations for market participants involved in petrochemical industry,
natural gas chemical industry, phosphorus industry, coal industry, chlor-alkali industry, etc.
This report mainly focuses on the following aspects:
Analysis of supply and demand of glyphosate technical, 2006-2020;
Introduction and comparison of different production routes of glyphosate;
Projection of glyphosate supply by route, 2011-2020;
Projection of possible transfer of glyphosate production in the world in the future;
Introduction of supply & demand and consumption of glycine, IDAN, DEA, ethylene oxide,
paraformaldehyde, yellow phosphorus, phosphorus trichloride, dimethyl phosphite, chlor-alkali,
and methanol, 2006/2008-2010, 2011-2020;
Analysis of upstream opportunities derived from global glyphosate development.
Who need to subscribe?
- Glyphosate producers paying close attention to global glyphosate supply & demand, glyphosate
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2. CCM Data & Primary Intelligence
consumption distribution, as well as future development trend, possible capacity transfer, etc.
- Investors who attach importance to current and future global glyphosate supply and demand,
competition among different glyphosate production routes, current technology development level
and future development trends, possible capacity transfer, etc.
- Petrochemicals (ethylene, ethylene oxide/ethylene glycol, ethanolamine) suppliers who want to
know global DEA supply and demand, historic and future DEA route glyphosate production,
technology comparison between DEA route and the other two routes, opportunities derived, etc.
- Natural gas chemicals (HCN, IDAN) suppliers who want to know IDAN supply and demand
globally and in China, historic and future IDAN route glyphosate production, current technology
level of IDAN route, technology comparison of three production routes, opportunities derived, etc.
- Phosphorus chemicals (yellow phosphorus, phosphorus trichloride, dimethyl phosphite)
suppliers who want to grasp supply and demand of these products globally, historic and future
AEA route glyphosate production, current technology level of AEA route, technology comparison of
three production routes, opportunities derived, etc.
- Analysts and consultants trying to gain insight into global supply, demand, and technology level
of glyphosate, supply & demand and consumption of upstream products of glyphosate, as well as
future development trends of all products mentioned in this report.
II. Main Content
Content
Page
Executive summary
Definition, research scope and methodology
- Definition and research scope
- Methodology
I Overview of global glyphosate industry
I-1 Overview of global glyphosate supply (distribution, production, circulation)
I-2 Overview of global glyphosate demand
I-3 Forecast on global glyphosate industry for 10 years
I-3.1 Factors influencing global glyphosate supply and demand
I-3.2 Forecast on glyphosate demand in future 10 years
II Development trend of glyphosate technical production routes
II-1 Introduction to current situation and market share of the three major production routes
II-2 Introduction to glyphosate technical production technology
II-2.1 AEA route
II-2.2 DEA route
II-2.3 IDAN route
II-2.4 Other routes
II-3 Competitiveness Analysis of different route
II-3.1 Comparison of technology requirement
II-3.1.1 Synthesis technology of glyphosate technical
II-3.1.2 Investment
II-3.1.3 Product quality
II-3.1.4 Waste treatment technology
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3. CCM Data & Primary Intelligence
II-3.2 Comparison of key raw material accessibility
II-3.3 Cost of glyphosate technical by route
II-3.4 Forecast on development trend and market share of three major production routes and
potential new routes
III Global glyphosate capacity integration and possible industrial transfer
III-1 Outstanding characters of current global glyphosate capacity distribution
III-2 Historical global capacity redistribution
III-3 Analysis on factors influencing glyphosate capacity redistribution and industrial transfer
III-3.1 Influencing Factors
III-3.2 Rating of factor importance
III-4 Forecast on global glyphosate capacity re-distribution and industrial transfer in China
III-5 Future possible regions for new glyphosate capacity acquisition
III-5.1 Questionnaire result
III-5.2 Step-by-step analysis
III-5.3 Analysis of possible regions
IV Opportunities derived from development of global glyphosate industry -Investment and
upstream raw materials
IV-1 Overview of value chain and profitable nodes in glyphosate upstream industries
IV-2 Investment and raw material supply opportunities in DEA route
IV-2.1 Opportunities overview for investment on DEA route
IV-2.2 Diethanolamine
IV-2.2.1 Global diethanolamine production and supply
IV-2.2.2 Export situation in major production regions
IV-2.2.3 Global consumption, especially for glyphosate industry
IV-2.2.4 Forecast on future consumption
IV-2.2.5 Opportunities for diethanolamine suppliers for glyphosate industry
IV-2.3 Ethylene oxide
IV-2.3.1 Global ethylene oxide production and supply
IV-2.3.2 Global consumption, especially for glyphosate industry
IV-2.3.3 Forecast on future consumption
IV-3 Investment and raw material supply opportunities in AEA route
IV-3.1 Opportunities overview for investment on AEA route
IV-3.2 Glycine
Global glycine production and supply
Glycine production and supply by countries
Global glycine consumption
glycine consumption by countries
Forecast glycine consumption to 2020
Opportunities and challenges for glycine raw materials suppliers for glyphosate industry
IV-3.3 Paraformaldehyde
IV-3.3.1 Global overview
Global supply of paraformaldehyde
Global consumption of paraformaldehyde
PF consumption in resin
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PF consumption in agrochemicals
PF consumption in disinfectants
PF consumption in other downstream industries
IV-3.3.2 Paraformaldehyde market situation in Asia
Paraformaldehyde supply in Asia
Paraformaldehyde consumption in Asia
IV-3.3.3 Paraformaldehyde market situation in Europe
Paraformaldehyde supply in Europe
Paraformaldehyde consumption in Europe
IV-3.3.4 Paraformaldehyde market situation in America
Paraformaldehyde supply in America
Paraformaldehyde consumption in America
IV-3.3.5 Paraformaldehyde market situation in Africa and Oceania
Paraformaldehyde supply in Africa and Oceania
Paraformaldehyde consumption in Africa and Oceania
IV-3.3.6 Global forecast to 2015 and opportunities
IV-4 Investment and raw material supply opportunities in IDAN route
IV-4.1 Opportunities overview for investment on IDAN route
IV-4.2 IDAN
IV-4.2.1 Global overview of IDAN industry
IV-4.2.2 Global IDAN production
IV-4.2.3 Influencing factors and cost structure of IDAN production
IV-4.2.4 Global IDAN consumption, especially for glyphosate industry
IV-4.2.5 Opportunities and challenges for IDAN and raw material suppliers for glyphosate industry
IV-5 Investment and supply opportunities for the universal upstream raw materials for glyphosate
IV-5.1 Phosphorus Chemicals
IV-5.1.1 Overview of global supply situation of phosphorus chemicals relevant to glyphosate
Phosphorus ore
Yellow phosphorus
Phosphorus trichloride
Dimethyl phosphite
IV-5.1.2 Production and consumption of yellow phosphorus
Production
Import and export
Consumption
IV-5.1.3 Phosphorus trichloride and DMP supply in major glyphosate production regions and
potential regions
Phosphorus trichloride
China
The U.S.
Europe
India
Others
Dimethyl phosphite
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5. CCM Data & Primary Intelligence
IV-5.1.4 Global forecast to 2015
Yellow phosphorus
Phosphorus trichloride
Dimethyl phosphite
IV-5.1.5 Opportunities derived from global glyphosate industry development
IV-5.2 Chlor-alkali products
IV-5.2.1 Distribution and availability of halogen resource (Chlorine) in glyphosate production
regions and potential regions
Production
Technology
Consumption
Trend
IV-5.2.2 Impacts of chlor-alkali products (HCl, NaOH) supply on glyphosate production cost
China
India
Asia
Europe and North America
IV-5.3 Methanol
IV-5.3.1 Overview of global methanol supply
IV-5.3.2 Overview of global methanol consumption
IV-5.3.3 Interaction between glyphosate industry and methanol
V Non-product opportunities derived from development of global glyphosate industry
V-1 Technology solutions
- Yield improvement
- By-product recycling
- Waste treatment
V-2 International trade and agent
VI Opportunities and recommendations for global petrochemical enterprises
VI-2 Profitable and promising nodes in the glyphosate value Chain related to petrochemical
enterprises
VI-3 Future potential opportunities and investment direction
VII Opportunities and recommendations for market participant involved in natural gas chemical
industry
VII-1 Current investment movements of natural gas chemical enterprises worldwide and factors
behind
VII-2 Profitable and promising nodes in the glyphosate value Chain related to natural gas chemical
industry
VII-3 Future potential opportunities and investment direction
VIII Opportunities and recommendations for market participant involved in phosphorus chemical
industry
- Profitable and promising nodes in the glyphosate value Chain related to phosphorus chemical
industry
- Future potential opportunities and investment direction
IX Opportunities in other industries (Coal, chlor-alkali)
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6. CCM Data & Primary Intelligence
X Appendix: Key players of glyphosate technical
Zhejiang Wynca Chemical Industry Group Co., Ltd.
Zhejiang Jinfanda Bio-chemical Co., Ltd.
Shandong Weifang Rainbow Chemical Co., Ltd.
Sichuan Fuhua Agro-chemical Technology Co., Ltd.
Jiangsu Yangnong Chemical Group Co., Ltd.
Jiangsu Good Harvest-Weien Agrochemical Co., Ltd.
Anhui Huaxing Chemical Industry Co., Ltd.
Nantong Jiangshan Agrochemical & Chemicals Co., Ltd.
Monsanto
Atanor S.A
III. Executive summary
Glyphosate, the key active ingredient of Roundup, is one of the most commonly used herbicides in
the market today. With rapidly increasing demand, glyphosate has shared more than 30% of the
global herbicide sales volume. In 2010, global glyphosate sales have reached USDXX billion, with
consumption volume of XX tonnes.
Glyphosate based herbicides are widely used in over 130 countries in the world, but the global
glyphosate technical supply is concentrated in only several countries including China (a country
with easily available raw materials including IDAN and glycine), the U.S. (where Monsanto, the
world glyphosate giant, is headquartered), Argentina (a large glyphosate user, as well as
production base of Monsanto and Atanor), Brazil (a large glyphosate user, and production base of
Monsanto and Nortox), etc.
Glyphosate is mainly consumed in American countries, especially the U.S., Brazil and Argentina,
the top three biotech crop countries. The three countries consume over XX million liters
glyphosate based herbicides (equivalent to XX tonnes glyphosate technical 95%) annually
accounting for over 40% of global total.
The increasing demand of glyphosate is driven by the factors of increasing planting areas of
herbicide-tolerant crops (including herbicide tolerant and herbicide/insecticide-resistant crops
which are mostly glyphosate tolerant), development of biofuel, increasing share of no-tillage
system, intense competition with other herbicides, increasing global harvested area, etc. It is
estimated that global glyphosate demand in the next ten years will keep increasing, but the growth
rate will be much lower than before. The global production of glyphosate technical will grow stably
correspondingly, the three production routes will still coexist and the production by route will not
change much in the coming few years.
China, the largest production base of glyphosate, experienced irrational expansion in 2007 and
2008, and the whole glyphosate industry has been undergoing depressed glyphosate market
since late 2008. Monsanto, the famous gaint of glyphosate-based herbicide Roundup®, also
suffered sharp proft decrease in glyphosate business. Some people remark whether or not there is
an industrial transfer globally, which could help release China's overcapacity and improvement of
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7. CCM Data & Primary Intelligence
world's glyphosate price.
This section has carries out two approaches, namely professionals consultancy (questionnaire
and face-to-face interview) and state-of-the-art analysis—step by step exclusion and
comprehensive evaluation, to study the possibility of glyphosate technical's capacity transfer from
China to overseas countries or Southeast China to Western China. Results has shown:
1) It is impossible (or little possibility) to launch new glyphosate technical production line by using
original starting material DEA (or glycine, IDAN) in overseas countries in the future 5~10 years. In
other words, it's inadvisable to invest such glyphosate technical production lines.
2) It is possible to launch glyphosate production line by using PMIDA as the starting raw material in
the future 5~10 years, but the possibility is relatively low.
3) There is low possibility of China's industrial transfer from Southeast China to Western China.
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