Key Areas of Focus

• Strategy Assistance
• Litigation
• Bankruptcy
• Training
• International Market Analysis

Projects/Experience (partial list):
Strategic Planning Assistance
Strategic Planning (client confidential), Brazil: information used to develop the company’s strategy in petrochemicals. This included a domestic, regional and global analysis of selected products, identification and analysis of key issues and industry participants and an analysis of strategic issues
Strategic Planning: Participated as a team member for multiple products and companies with a strong focus on plastics
Olefins/Polymer Expansion strategy, confidential - Assisted in defining potential expansion options from the polymer opportunity side
Polyolefins Strategy Planning, South Korea - Provided assistance to client in evaluating different strategic options for its polyolefins business
Polyolefins Strategy, confidential - Evaluated various options in the polyolefins business including growth through acquisition, mergers, and grass-roots investments in the framework of the industry landscape

Legal, Bankruptcy and Related Activities
Bankruptcy: Subcontracted to lenders for the Bankruptcy Restructuring of LyondellBasell
Litigation: Involvement in selected ongoing litigation activities
Anti-trust: US Government vs. Hoechst Celanese: Engineering plastics (deposition)
Huntsman vs. TOSCO: Propylene contracts (deposition)
Product Liability: Injury from improper use of a plastic container (deposition)
M&A, United States - Assisted in addressing anti-trust issues for one of the major company consolidations
Due Diligence: Site specific asset validation

Market Research and Analysis
Polyolefins Planning Seminars, North America: Provided a semi-annual review presentation of the global and domestic polyolefin business including demand analysis, pricing, competitive commentary, new plant analysis, technology developments, industry structure, etc. to polyolefins producers
Polyolefins Market Analysis, China: Participated in three separate market studies for Western companies to identify and quantify polyolefins markets by province, discussed key issues such as distribution and infrastructure with recommended solutions, identified key large customers and distributors as well as major suppliers
Polyolefins Multiclient Studies: Participated in more than 15 annual studies of the global polyolefins markets performing basic market research, supply and demand forecasting, trade balances, etc. in numerous countries
Market Analysis and Forecasts, Asia, Turkey, Latin America, North America: Developed a detailed market analysis by discrete application and then developed a forecast for the next ten to fifteen years for a variety of commodity and specialty plastics and for a number of different clients
Polyolefins Export Analysis (client confidential): Analyzed exports by type of polyolefin, supplier, grade and customer for a company building a major export-oriented petrochemical complex
Multiple Product Export Analysis (client confidential): Similar to the previous study but included other plastics and some chemicals

Technology
Polyethylene technology, Polietilenos Uniao, Brazil: Assisted in selecting the technology for its polyethylene expansion that included a market/grade analysis, technology analysis comparison for all available technologies (cost, licensee satisfaction, grade slate, R&D position, etc.), and assistance in the selection process. Result was the selection of Chevron Phillips slurry loop HDPE technology
International investment opportunity analysis based on technology (client confidential): Assessed licensing opportunities based on the client’s proprietary technologies for commodity and specialty products. This included the identification of new reviewed projects with respect to using technology to secure equity participation in the project or for off-take agreements
Technology Selection Assistance (client confidential): Provided the commercial and technical analysis to a company entering the polyolefins business. This included evaluating licensor product lines as to its fit in the domestic market, product grade slate and a domestic demand forecast
Technology Selection Matrix: Co-developed a quantitative technology assessment methodology that provided a numerical system to evaluate the technologies and the licensors being considered for the project. This provided a transparent and defensible explanation on why the specific technology was selected in case there were questions from within the company, from external sources or from government agencies

Competitive Benchmarking
Polymer Benchmarking, Asia, Latin America and North America: Participated in numerous benchmarking assignments with a heavy focus on polyolefins. This included organizational structure analysis, cost structure, sales by market, profitability analysis, operational variables such as days of inventory, off-grade production, transition times, number of reactor and post-reactor grades, manpower, R&D, perceived strategic direction, and corporate issues where applicable

Financial
Due Diligence, Argentina: Assistance to Petrobras in its acquisition of Perez Companc, Argentina in the chemicals sector (styrene, polystyrene, SBR, polypropylene)
Restructuring/consolidation, Brazil: Provided assistance in the formation of a major petrochemical company including price forecasts, anti-trust concerns, industry outlook
Privatization of COPESUL, Brazil: Participated in the commercial advisory team responsible for the privatization of the petrochemical complex
Sale of Petroquimica Bahia Blanca, Argentina: Worked for the lead bank in the sale of the ethylene cracker, polyethylene and PVC plants
M&A, Polypropylene, South Korea: Provided assistance in evaluating merger benefits, business synergies and developing a business outlook (supply, demand, pricing, and profit margins)
Merger Synergy Analysis, client confidential: Assistance in analyzing potential synergies for a future merger of a company that included polyolefins assets. Areas of analysis included product lines, reactor production synergies, business personnel duplication, external contract consolidation savings, consolidated purchasing benefits, customer relations management, IT/MIS situation, etc.
Refinancing, North America - Three separate assignments for companies with polymer assets needing to restructure their debt due to the particularly deep downturn in 2001. All three engagements were successful in that a new financing package was negotiated

New Project Development
Polyethylene Market and Logistics Analysis, Peru: Multiple assignments for the new petrochemical project that will be based on approximately one million tons per year of ethylene produced from ethane from Camisea. Work was performed for the Consortium that has the gas and LNG project. This is managed by Pluspetrol, Argentina. This included a pre-feasibility study reviewing competitive position of the proposed complex, regional market analysis and updates, price forecasts, partner Selection (company analysis, recommendations and developing the short list), review of bidding criteria and process for potential partner participation in the bidding process, review of ethane separation location options, logistics analysis for domestic and export shipments. Prior to this engagement, similar work was performed for Shell Chemicals that had the previous gas concession
Vinyls chain analysis, Peru, company confidential: regional market analysis for caustic soda, EDC, VCM and PVC, export opportunity analysis for EDC, VCM and PVC (out of region), price forecasts and a preliminary competitive position analysis
Polyethylene Project, Trinidad Westlake/NGC (National Gas Company of Trinidad and Tobago): regional polyethylene market analysis, price forecasts, export opportunity analysis. Prior to this engagement, work was performed for previous projects led by NGC
Polypropylene Project, Trinidad, Basell/Lurgi/NEC (National Energy Corporation of Trinidad and Tobago): polypropylene project based on MTP (methane to methanol to propylene technology). Project work included a regional polypropylene market analysis and price forecasts
Petrochemical Complex, China: Feasibility study for a new ethylene cracker in China providing commercial analysis review of project, marketing plans, price forecasts, trade options, etc. Included presentations to lenders (ECA and private) on project feasibility, regional business issues and the industry outlook
Polypropylene Plant, Chile - Provided a commercial analysis for the Petroquim project including domestic and regional demand, competitive situation, operating rate and projections. Helped prepare the information memorandum and participated in the financial road show to secure financing
Petrochemical Feasibility Study, Philippines - Provided commercial analysis (domestic demand, customer identification, market development opportunities, export opportunities, etc.) as well as participating in the environmental impact assessment, public forums, government lobbying, technology and partner selection and the financial information memorandum
Project Feasibility, Brazil - Review of project economics, developed independent market analysis, reviewed marketing plan and off-take agreements, etc. for Rio Polimeros
Polyethylene Market Analysis, Venezuela: Provided a polyethylene market analysis for the ExxonMobil/Pequiven joint venture complex at Joseand

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