Вы находитесь на странице: 1из 29

1 (27) 2015

Rupec.ru

34

01 (27) 2015

. 6
-

4
6

:
- ... 6
..................................................................................12
..............................................................................................16

20

............................................................................20
.........................................................................24

26

C ...............................................26

28

..................................................................................28
:
................................... 34

40

. 12

HUNTSMAN
CORPORATION

:
................................ 40

. 28
44
...................................................................................... 44
............................................................................................48
.................................................................................52

. 44


- ..................................... 8

............................21

HUNTSMAN CONTAINER

........22

....45, 46

......................17

CORPORATION ...........................28, 30

HUNTSMAN

- ............... 5

..........................................17

................................................8,10

............................ 9

.................... 14, 16, 21, 22, 23

..............10

................8,10

..................................13,14,15

.............................7,9, 22

......................43

........................ 5, 35, 37, 42, 43

............................10

.................. 20,21, 22, 23

.................8,10

...........11

..............................23

- ...................... 7

.................. 8

..................8,10

....................................22

...................... 7

.................................................15

...........32

................23

..................................30

........ 8

......32

...22

..............................30

.............................................. 8

..................................................... 4

.................................... 8

.........................................44
- ...........46
......................................21
...............................46
..............................7,11

............................................... 5

....................................... 7
- ......................46

INDUSTRIES ....................................31
INEOS ...............................................37
IP ......................................................37


-
...................... 21, 23

.
.43


.....................................5


-
- .......................28



......................................................4



................................15


......50

,
-
............................. 49, 50


......................50

NYSE ................................................32

....................................5, 37

APPLE ............................................. 52

OLSON BROTHERS ..........................28



.................................... 17,18, 19

BASF ..........................................37, 39
BOREALIS ........................................37
BP .....................................................37
BRIDGESTONE .................................15
CEPSA ..............................................37
COCA-COLA .....................................39

FORTUNE .........................................31
GOODYEAR .................................15, 31
GREENPEACE RUSSIA ....................14
HOECHST CELANESE

OMW .................................................37
ORLEN ..............................................37
PEPSI-COLA ....................................39
PIRELLI ............................................15
POLYWORX ......................................45
REPSOL ............................................37
REXENECORPORATION ..................31
RUPEC .................................. 26, 27, 54
SABIC ...............................................37
SAMSUNG ........................................52
SHELL ........................................31, 37
SOLVAY ............................................52
TEXACO ............................................31
TOTAL ...............................................37

CORPORATION .................................31

UNION BANK OF CALIFORNIA ........31

.................................................13

HUNTSMAN CHEMICAL

VERSALIS ........................................37

..................................46

COMPANY ..................................30, 31

WALLMART .....................................39



- .........................46


- ......................................6

................................. 4, 24, 25

ARCO OIL AND GAS .........................31

.
.43


... 21, 23

FORD CORTINA ................................31

................................................35

IMPERIAL CHEMICAL


...........22

NOKIAN TYRES ................................15

....................45, 46


.................32

FACEBOOK .......................................39

..............................................30



..............................................22

MICHELIN ........................................15

.................................................44

..............................10


...........................32

...................... 4

DOLCO CORPORATION ....................28

.................. 13,15, 18


..................................49



..................................... 34, 35

...........7,8

Huntsman Corporation .......28, 29, 30, 31, 32

CONTINENTA ...................................15

CORPORATION ............... 28, 29, 30, 31



Greenpeace Russia ..............14,15, 17, 18, 19

KEYSFIBERCOMPANY ....................30

........................................13

...................................... 4,7,9,10,11

.

........................................43

..........................................27

01 (27) 2015



...........................................46

- .....28

:




()

-


. ,

. 15

:
,
www.rpi-communications.com


...............................7


..............................16, 17, 18, 19


,
....................................................13


........................................ 13,14,15

,

......................................................5


- ............................46


.................... 21, 23


1 (27), 2015


.................... 28, 30

.............................................5


...........................................42
-

......................49



........................................................41


- ,
, - , -
, . : ,

.48

:
2000

:
Shutterstock,

1 (27) 2015

Rupec.ru

.

........................................43

......50

-
........................................28


..............................................21



,
().

34

7739262 24.03.2010 .
,


,
.................43

,
,
,

. 39


.......23


:
smirnovae@rpi-inc.ru

,
.



.

.

.

, , ,


, .

, %
17,0

15,0

5,5

7,0 7,6

8,0

10,5
9,5

13.09.13 01.03.14 25.04.14 25.07.14 05.11.14 12.12.14 16.12.14 30.01.15


:


17% 15%
30 . , ,

.



2030 , ,
2015 .
,
.
,
, 2014
. 2015

,
,
,
-
. , 40
.


.

,
. ,

.
,
, .


,
.

.
,


,
, .

,
, .

01 (27) 2015

24
. ,
,
, .
, , ,
, .

-
, ,

.
,
,

.
,
.
,
,
,
, -

, -

,
- , .
,
. , ,
,
. , ,
, ,
, ,

,

,

.
, ,

,
, -
,
, .


() 22% 2014
.
. ,
8,4 ,
2013 10,8 .
,
,
5% .
, ,
, .
194 .
2015 93,7%
. 2013 78,8%, 2014
86,7%.

2013

10,8

2014

8,4

01 (27) 2015


,

,

-

.

2015
-
.
?

. ,
:

.
,
. ,
,
,
. ,
, , .

1
. , :

, ,

.
, .
,

2030 . -

,

,

. .
:
, . -

, -


-

,

.

.

-- 9 .

- 9,4
. 4,2
.
5,2
.

?
. ,
-

.

.
, ,
.
,

.
,

.
. ,
-

. :
, -

"
. , . ,
. .
, , -, ".

,
Small letters

,
. .

?
,
, . ,
,
,
2,6
2
. ,
, - 1 .

1 500 . . -


. ,
1,7 .

300
. .



. ?

.
, ,
. , ,
.

, ,
,
. ,
, .
.

. ,

,
.
---

*
- *
*
*

: -

01 (27) 2015

,
, .
,
, ?
.
, ,
.
, ,

,
4 ,
.

48 3. ,
- ,
8 3 ,
,
.
.
,

,
.

,
.

?
, .


,
.

.

,
, , -

, , .
,

.
.
, ,


. ,

() -. 4

-

.
2186 ,
1500 .
621 , 552 .
,

1000 .
1,5 ,
30
. 9
.

?

. , .

126 ,
8
.
194
51
.
20 40
-.
431 . , ,
,
.

?
,
.

. , ,

-,

1,4

2,2

1,98

0,51

0,89
1,54

0,9

: -

-,

1,2

2,6

1,7

1,5

: -

.
, .
,

,
. .


,
-
.

. 250
.


?
. - (),
() , ,

().

. ,

.
.
. , -

10


.
.
. ,

, . . ,
.
.

?
, ,

. , ,
.
,

, .
,
.
, .
,
?
,

,
.
. - ,
. , ,

11

01 (27) 2015


,
,
, .

?
, 2015
-


. ,
-2030.
,

2030

2030 .


.
.
.
, .




.
,

,
.
-
.
,



.

,

, ,
. ,


2%.

- 2012
2014 ,
. 20132014
, ,


-
, ,

, ,
,
, ,
, , - .
,
,
, , , ,
. ,

,
2016, 2017 2018 .
,
, , ,
,
, , ,

. , ,
, , .
, ,
,
. ,
, ,
, , - .
, ,

. ,
.

12



, ,

. 2011

. ,
, . ,
, .

13

01 (27) 2015

1
1998 ,
.
,

, .

, 2013
5 .
90 %
, 400
, , , , . 35%
, 65%
, . ,

, ,
-
.



, ,
.


,

.



(),

, ().
, ,
(,
, , ),
-

.

,
,
, ,
,
.
, , -
.
,
.





,
.
, ,
,

, ( -

). ,
, .

. .
, ,
, . ,
,

, .



() ,

,
,
. , ,
, ,
,

,
,
.
,
-. ,

,
, , ,
, .
,


. , -

14

:
.
,

. ,
,
, ,
,
, , , .
.
, ,

,


,

,
,

,
. ,
, ,

30,
,
,
, 10
.

35% ,
Greenpeace Russia
, ,

73%.
, . ,
,

. ,
15%

.

15%

, , .
,
,
, , . ,
, -

. , ,
, ,

: , , .
, , ,
.

.

.
,
. ,

,

15

01 (27) 2015


,
, , .
.
,
.
, ,
, ,
, . ,
, .
,
. , , . ,
,
, .
, , , ,
,
.
, ,
, , ,
-

,
,
. ,

,
.
,

,
, ,
,
. , .
, , ,
,
.
, -
, .

,

,
10 ,
2015 , 30
. (
2015 ).
, . , ,

, ,
, ,
, .

1,5% 4,5%
, , , , , , ,
.

, , ()
2014 . , ,
2014
, .
,
.
, , .

( Bridgestone, Continental,
Goodyear, Michelin, Nokian Tyres
Pirelli) , , , ,
, . , ,
,
, ,

.

,
,
, ,

.
, , 80% , ,
. ,

,
, . , , 1
,
90 . , .. 10 %.
50% .

16

17

01 (27) 2015


.
.
, ,

,
, :

, ,


?


?
:
, ,

31 .
60 .


Greenpeace Russia


, 400
. ,
,
150
, 100
1000
.
4 , 13%
( 0,4 ) .
,
.


, 40%
. 78%
,
.
:

.

10%, , .

,
.

:
, ,
, - .
, ,

.
, .
,
. , ,

.
, ,
,
.

.
, ,

10 . , ,
,
.

? , -,
?
:

.
:
, -

, , ,
, .
,
.
,
, . ,

,
.
,
. ,


,


,
-

. -
,
, ,
,
,
,
.

.

. ,
, ,
. ,
, .

.
.
30% ,
. , .

:
,
.
.
:
, , , , , -,
.
10-15%
, ,
,
. . -,
, ,
,
, .
.
,
, ,
, ,
, , , , , .
, ,

-,
, ,
,

. ,
.

,
,
, , ,
.
. , ,
,
25 .
,
, ,
,
,

.
. ,
,

.
?
, :
,
.


, -

60

18

.
:

.
150 ,
: ,
, . ,

,
,
,
. . ,
, ,
, ,
.


,

.
- ,
, ,
.


?
:
, .
:
,
, ,
,
. .
, .
40 . .,
. ,
.
, .

19

01 (27) 2015

, ,

: Greenpeace Russia

:
,


: . , 2000 -

:
, , . ,

. ,
, .

,
, ,
,
-
.
? ?

:
.
,

.
,
.
:
, , .
, . ,
, ,
-

, ,
. ,
.
.
:
,
. , , - .
,
. ,
,
.

20

21

01 (27) 2015

. 13
2015 .
c , .
.



, ,
, :
. ,
, .
, . ,

,
.
.


11 .

,
, . ,

2012
2013 .
,

- ,
,
-

3
. ,

,

( ),


:
-
- ,
.

,
.



1994 ,

. 51%
( ). 2009 . 34% .

( ),
, , .
25%
, 50%
70% .
,

, .

?
, , .
17
.
,

22

. ,


.
, 2016 .
,
,
.
,
. ,
,
- .
,

,

,

.
:

,

.

, .
2003
.
. 2009 ,
2014 . 2014
:
,
, .
,

.

2009
,
,


,
. (
)
.
2007 , 2009 .
,


.
.
, 2008 -

13

240 ., 2009
433 ., 2010
700 .
2009-
3,5 , 2013-
10,5 .
13 , . 6 .
, ,
, ,
.

-
: 5 6 19
,
335 , 10
, . 14
, 10 .
, , .

23

01 (27) 2015

2014
.


.
.

, , ,

. , ,

,
.
, ,
,
.
, , .

.




,

, 15
:
.


. , ,
, ,
. , ,
.
, ,
, , .
,
: - , ,
-4.

,

. , , .

,
, 25 .

.
,
,
. 2014
,

,
. , 440
.
1 ,
. .
,
-


4 .
14
. 27 800
,

.
,

, ,
. ,

, .
,
, , .

24



, .

.
, .
.

() , ,
, , , , .
.
, 2,23
2,12
.
1,96
1,4

1,29


, .
10%.
.
,
. ,
, .
- , .
2014
.
,
. , ,
.
,
, .
-,
-

..
30
60 (

). ,
,
, , 1200
38,
45-48.
18-26%,

.

.
15-16- .

80 , 60%
.
100 .

,


.
- -

1,25

84,75

85

80,6

78

74,5

76

2,23

2,12

1,4

. /
1,96
1,29

1,25


.
,

25

01 (27) 2015

.
23-27%,
.

.

.

. , () 82,500-84,000
./, .
78-80 $1,030-1,075/.
18%...

$1,200/.
, .

,
,
.
,


, .
, , ,
.
.

, ..
, ,

(
,
). .

. , .

, , ,


. -

,
.

.
, 90%
.

. 2015
, ,

. 2014
, . ,

. ,

,
.
, ,
, .

26



Rupec.
C .
.

27

01 (27) 2015

2013-2020

( )

35,0
34,3
33,1

,
29,0
.
26,3

24,7
23,6
21,7


2013
2014
2015
2016
2017
2018
2019
2020
: RUPEC
. 20142020

)
. ,
20 . /
2019 - , , .
20142015 , - .
Rupec.
,

, ,

33%
2014
2013 , 39,9
66%.

. - , ,
.

.

,

.


.

2014-2020 .
().


( ,
-

, . ) - : .
, , ,
- . , ,
.
, ,
.
20072012 - . , - , , 35%,
, , 31%.

.

.
(, , 40 -

40

, ,
,
.
,

.
.



,
10% 2013 .
, ,

, . Rupec
-


2014-15

2008-2013
50,2%

20,6%

29,1%

2008

59,8%

59,3%

21,4%

18,8%

2009

62,5%

2010

65,4%

17,1%

20,5%

20,1%

20,4%

2011

65,8%

16,4%

16,1%

18,2%

18,2%

2012

2013
: RUPEC

28



, .
, - -
-
.
Huntsman Corporation
, . Huntsman
Corporation 15 .
, 100 30 . 70 .
2013 . $11 . .
1960- ,
- Olson Brothers,
, ,
-
. , ,

.
. ,
Olson
Brothers Dow Chemical Company

. Dolco Corporation
.
1970 -

Huntsman


-
Dolco Corporation,
Huntsman
Container Corporation. 1971- Huntsman
Corporation, , , .
1970- Huntsman
Container Corporation

HUNTSMAN CORPORATION :
, , ,



. ,

.

.
70- . ?
, .
.
,

.
,

.
1972
,

29

01 (27) 2015




. Huntsman
Corporation,
,
.

30

787
11 ,
HUNTSMAN:
, ,

Huntsman Container
Corporation .

,
1988 ,

.
1973 . (- ,
) ,
, ,
.

.
.

11%

44%

7%

11%

27%


,
2013


.
,
.
.
1974 Huntsman
Container Corporation ,
(clamshell .)
. .
,
.
.
,
, ,

. ,
, ,
, .
70- 80- ,

.
.
-
,


.
1976 Huntsman Container
Corporation .
Huntsman
Container Corporation -

Huntsman Corporation

,


.
Keys Fiber Company
,
.
1982 -- Huntsman Chemical
Company,
Huntsman Corporation.

31

01 (27) 2015


, . . .
1986- 2000-
36 , 35
, .
Fortune , ,

. , .
,
. ,
,
Fortune.
Huntsman Chemical Company
. 1982-
, Shell
, .
$67
, , Shell $42 , .

, , Shell , .
: , $500 .,
$1,3 .
ARCO Oil and Gas, $1,8
13 . $10 .
$29 Union Bank of California. $3
Shell,

.
Shell ,
,
, , .
,

Huntsman Chemical Company. :

, , -

.

Shell Hoechst Celanese
Corporation
.
:
,
. ,
.
1990-

, -

, ,
, , .
, .
,
. Goodyear, Texaco, Rexene
Corporation .
1999 . Imperial Chemical Industries
Huntsman
Corporation.
2005
Huntsman Corporation

. Huntsman Corporation
.

ARDALITE ()
Huntsman. 1982 .
:
Ford Cortina,
:
(it also sticks handles to teapots).

32

( 9 56 ) .
.


. 2005
, (NYSE) ,
100% .
2000
.

,
20%.

. . Huntsman Corporation
56 .
, .
.
-

HUNTSMAN
20


.
19 ( 1200 ),
$1
. , .

.
Huntsman Corporation
1993 .

.
, .
, 1988
,
46 25 .
$50 .

.

,
.

01 (27) 2015

33

34

35

01 (27) 2015


. ,
,
, ,
,
.
, , ,
. ,
?

. , .
.
. ,
,
, ,
.
.
. , ,
,
,
, :
, . ,
,
.
-

.
.

, ,

.
. , ,
,
, .
. , ,
.
, new
normal. ,

, - $70
$85 ,
, ,
.
?
,
,
.
?

, , ,
.
.
, .
,
, ?
.
.
,
. , ,
-
( 3%
). 30%,
30%, 30%.

, , ,
-

. 2008 , . ,
, , ,
. , 1,5-2%
, ,
3%. ,
8-10% 6-8%,
. , ,
-, . .

.

. , ,
, . ,
.
.
. , ,
:

, .

2008


? 2030, 2030? ,
,
,
.
, , ,



.
, (
),
. ,
-

36

, .
, -

, , , .
.
,
, , , ,
.


, 100
, , 60 80 ,

.
: , ,
, , , , .

( ),
.
, , , .
.
. ,

, .
. . :

, . , ,
, ,

, . , ,
,
.

.
, , ,
?
?
?

37

01 (27) 2015

.
15,000
12472

10,000

9473

9187

9093

6801

6455

5973

5936

5754

5621

5,000

5560

5054
3431

3103
2320

2100

CEPSA

OMW

0
INEOS

DOW

TOTAL LYONDELL SABIC


IP
BASELL

,
,
. , , BASF
, 90-95

,
.
. ,
, ,
:
.
, , , ,
,
.
- ,
.
,
, , ,
.

, .
, .

3% ,

BASF VERSALIS EXXON SHELL BOREALIS REPSOL ORLEN


MOBIL


, , 1,52 , ,
4-7%.
,
,
. 0,5%
,
. 0,5%,
10%,
,
.

,
. , ,
. , .
, 3-4% ,
, 1-2% ,
, 0-1% ,
.
, . 1-2%

.
.

BP



. ?


, ,
, . .
. ,
.
:
,
-,
, , , ,
.

.
, , , , ,
. ,
, .
,
. , , -
2. , .

: Nexant Thinking, BCG analysis

38

, 2013-2022,


9 354

9 044
(+2 432)

25 595
(-1 812)

33 285
(+11 370)

(+5 263)

43 057
(+15 790)

76 545
(+21 136)

4 738
(+3 083)

11 456
(+5 800)

555
(0)

213 629
(+63 062)

: Nexant, BCG analysis

.
.
.
, . , , , .
:


. ,
, ,
XXII .
,
, , , -


..

.
,

,
. , ,
,
(.. ). , ,
,

. ,
,
,
,

,
,
, ,

, .



,
?
,
.
.
.
,
. , , .
?


,
. ,

,
,
. .
. ,

. :
. , , ..
, ,
, ,
, , .

9095%

39

01 (27) 2015

, , , ,
, ,
.
.
, , , , 15
.
.
, .
,
. ,

.
. , ,
, .
, .
.

, , ,
, , , , .
30%,
.


, . ,
: , , ,
. ,
. ,

, ,

, .
, ,
.
?
/, ,
90-95% ,

, -
.
- ,
? , ,
. . , :
, .

. ?


.

. ,
,
, .
: Wallmart, Pepsi-Cola, CocaCola.
, . -

Infinergy BASF.
Adidas 5
, .

( , ,
). :
,
,
, -
. 50-100
. ,
, 90%. ,
50% 80% .

?
, ,
. . ,

,
. 10-15 , ,
,
-
, ,
,
. , ,
,
. ,
, .


,
-, Facebook.

40

41

01 (27) 2015

-
III .
.

,

.


? ?

Terra Incognita.


, . 4
:
?
. ,
, ,
, .
- , , ,
, ,


. ,
. . ,
. ,
.
?
. , , . ,
,


, .
.

. ,

. , -

. ,
,

,
, ,
, .

. ,
,
,
,

.
, 1
. , , ,
. , , (!) ,

. ,
. , , .
?

, -
,
.


. , : , ,
,
, ,
.

,
, . ,
, ,
. ,

, , ,
,
.
. ,


.
:
-
. , ,
-

42

.
, .
.

.
,
.

, .
. -
. , ,
.
?
.
,
,


IQChem. : ,
, ,

.
,

.

43

01 (27) 2015



,


,
.
: ,
,
,
-
, -
, , ,
.

.
, ,
20-30 ,
. , . .
,
,

,
, ,
. , ,
,
, .
,
,
-

.

.
,
.
, ,
, .
. ,
.
, . . .


. 90%, .
. , . , ,
- . . , ,
.
6 .
286 .


.
.
-.
120 45
. , ,

, ,
. ,
,
, -
- . ,

.
. , ,
.

44

2014
. 43,2 , 1,5
. ,
. ,
.
:
. ,
- .

, .
,
,
.
,
.
.
,
.
, ,
.


.
, .
, 1950- . ,

(Fiber Reinforced System):

. 1980- .
.

.

1980- .

5-7

45

01 (27) 2015


, ,
,
. .
, 1986
, . ,
, .
,
, 2002 .
10 , 37 .
2014 50 , ,
360,
.

:

300
,

(, , ) .


. ,

,
. ,

.

.

,
. ,
,

80

(,
..),
.
,
.
,

, .
- Polyworx. ,


.
,

,
,

46




11 90

, , , ,
,
,
.


2012 .

30 .

,
. 2013-2014 .
-1 (-),
, . ,

81,6 ,
3 . 2015

.
,
-133,
-4 ()
. , ,

, 26
20,5 .
?
,
.
,
. , ,
. ,
-, .

-
,
.


.
, , .

, , , .


, ,
.
, ,
-

,

,
.
,

,

. ,
, ,
.

. , ,
.
, ,
, , .

, . ,
, .

. , ,
.
,
,
, .
,
, ,
, . ,
,
.

,
.

47

01 (27) 2015


0,3

:


(
)

:
30-50


30-40
:
30-50%


30-40
:
30-50%

:
30-50

2,53

:
30-50


30-40
:
10-15%

48

49

01 (27) 2015

, ,
.
, ,

.

:
-

. ,


.



-,
. ,
,
. ,

,
100-130 .
, ,
:

,


. ,
,




. 1909 ,

.
,
,
: .
,

, , ,
.
, ,

.
. -
, -


.
.
,
. , 1954

4
,
.
.
, .
70- ,
, , .
,
.
-

,
.
,
,
.

50

.
, DECO ,
.
.
, 24 .
SUPER SCULPEY . , , , .
454
.
SCULPEY PREMO
. 32
, .
Premo 30 130
5-6 .
SCULPEY ULTRALIGHT , .
SCULPEY ERASER CLAY , , Sculpey III. :
.
FIMO- (FIMO LIQUID) , , (, ..)
.


FIMO
. , ,
. : , , , .
PREMO ,
, FIMO.
CERNIT , , .
, . (- ), .
KATO , , , ,
.



, . ,
.
,
. , , -
.
- , , - , -
. :
, .
. .

. : ,
, .

. , .
,
15 !
, . : . , ,

. ,
- . ,
. ,
. ,
, , . ,
,

. - ,
.
: , ,
, ,
. , , .
. ,
. ,
,

, .

05 (26) 2015
. , , . .

51

,
, ,
.

1.
2.
3.
4.
5. ( 4 )
6.

1-1,5 .
:

,
.
.

,

. .


120 15 .


. ,
.

52


,

.
Apple Samsung, , .
Solvay Apple.
, PEEK.

,
,
. PEEK iPhone 6.

Apple.
iPhone 5c,
,


.
, iPhone 5c,
. .
, . ,
.


. , ,

, Macdigger.
Samsung
. Samsung
Galaxy S5
, .

, ,


, .
Apple -

,
.



crash-,
. 100 Apple
iPhone 6
6,9
.
Samsung Galaxy S5
8,1

. ,
.
,
, , 2
. :
Samsung ,
,
, .

IPHONE 5

iPhone 5S
iPhone 5C

iPhone 4

Вам также может понравиться