Cash-rich Gulf companies investing in petrochemicals in South East Asia



Arabian Gulf investors are pouring billions of dollars into petrochemicals in South East Asia as they chase new consumers outside a flagging China.

Thanks to bumper years of high oil prices that buoyed oil and petrochemical revenues, companies from Abu Dhabi to Qatar have a pile of cash to spend in countries with growing populations and low labour costs.

This week Qatar Holding announced it would invest up to US$5 billion (Dh18.36bn) in a Malaysian petrochemicals complex to rival Singapore's in scope, and Dubai's Drydocks World agreed to build a $2.5bn maritime complex catering to the industry in Indonesia.

Meanwhile, Saudi Aramco is evaluating a refining and petrochemical complex in the Indonesian province of East Java, Qatar Petroleum (QP) is taking a stake in a $4bn Vietnamese petrochemical complex and Abu Dhabi's Borouge is opening plastics sales offices throughout the region.

"Basically you've got a bunch of cash-rich oil and petrochemical companies - Aramco, Sabic, QP - so they've got plenty to invest," said Tony Potter, a managing director at IHS Chemical, a consultancy to the industry.

The migration of Gulf dollars to South East Asia follows a period of blossoming deals in China. Sinopec, Saudi Aramco and ExxonMobil agreed in 2007 to invest $5bn into upgrading a petrochemical complex and build 750 filling stations. A year later Sinopec signed a strategic cooperation agreement with Saudi Basic Industries Corporation (Sabic). Borouge, which is owned by Abu Dhabi National Oil Company and Austria's Borealis, opened its first resin plant in China in 2010 and decided to build a second the same year.

"They want to establish a base in their major market, and over 60 per cent of the total petrochemical exports from the Gulf region are destined for China and South East Asia," said Abdulwahab Al Sadoun, the secretary general of the Gulf Petrochemical and Chemical Association in Dubai. "So that's logical to establish a base, whether it is a logistic hub or a manufacturing facility."

But as China's middle class has grown, so have incomes. The factories that petrochemicals manufacturers catered to have started looking south.

"One of the descriptions of Vietnam is that it's China's China," said Mr Potter. "The West has gone to China for manufacturing or cheap labour, and now China is looking at Vietnam for cheaper labour."

China has also not been immune to the global economic slowdown, with its GDP growth shrinking from a peak of 12.1 per cent in the first quarter of 2010 to 7.8 per cent last year. In response to slowing consumer growth, Borouge is shifting its focus from crafting plastics for cars and packaging to infrastructure such as pipes and cables.

South East Asian petrochemical manufacturing is fuelled by a growing hydrocarbon industry, with investors including Abu Dhabi's Mubadala Petroleum and Kuwait Petroleum. The promise of fresh feedstock is an enticement for Gulf manufacturers who have enjoyed expansive supplies of cheap natural gas in their home countries, but are now facing tighter supplies as governments redirect gas to power generation and producers look to more technically challenging sour gasfields.

"It's not like you could build another 10 petrochemical complexes here, because the feedstock isn't there," said Mr Potter. "Wherever there is interesting feedstock, people are having a look."

American companies that invested in Chinese complexes are also re-evaluating investments, but for another reason. A rush of cheap gas unlocked from American shale has ignited a boom in industrial investment in the US, the world's biggest market for petrochemicals above China and Europe.

"All the major US companies who invested in China building their facilities, now with the access to cheap supply of natural gas they are reconsidering their plans for expansion in China," said Mr Al Sadoun. "Because the market is there."

The rules on fostering in the UAE

A foster couple or family must:

  • be Muslim, Emirati and be residing in the UAE
  • not be younger than 25 years old
  • not have been convicted of offences or crimes involving moral turpitude
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  • A single, divorced or widowed Muslim Emirati female, residing in the UAE may apply to foster a child if she is at least 30 years old and able to support the child financially
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Contributions: Hundreds of euros expected from typical Kurdish families and thousands from business owners

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Group C: Bayern Munich, Auckland City, Boca Juniors, Benfica.

Group D: Flamengo, ES Tunis, Chelsea, (Leon banned).

Group E: River Plate, Urawa, Monterrey, Inter Milan.

Group F: Fluminense, Borussia Dortmund, Ulsan, Mamelodi Sundowns.

Group G: Manchester City, Wydad, Al Ain, Juventus.

Group H: Real Madrid, Al Hilal, Pachuca, Salzburg.

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Starring: Jack Black, Jennifer Coolidge, Jason Momoa

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The internal combustion engine is facing a watershed moment – major manufacturer Volvo is to stop producing petroleum-powered vehicles by 2021 and countries in Europe, including the UK, have vowed to ban their sale before 2040. The National takes a look at the story of one of the most successful technologies of the last 100 years and how it has impacted life in the UAE. 

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The specs

Engine: 1.5-litre turbo

Power: 181hp

Torque: 230Nm

Transmission: 6-speed automatic

Starting price: Dh79,000

On sale: Now

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Mal Mo E: The Secret Mission, June 28 at 8pm

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How to protect yourself when air quality drops

Install an air filter in your home.

Close your windows and turn on the AC.

Shower or bath after being outside.

Wear a face mask.

Stay indoors when conditions are particularly poor.

If driving, turn your engine off when stationary.

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1. Build digital or technical skills: After graduation, people can find it extremely hard to find jobs. From programming to digital marketing, your early twenties are for building skills. Future employers will want people with tech skills.

2. Side hustle: At 16, I lived in a village and started teaching online, as well as doing work as a virtual assistant and marketer. There are six skills you can use online: translation; teaching; programming; digital marketing; design and writing. If you master two, you’ll always be able to make money.

3. Networking: Knowing how to make connections is extremely useful. Use LinkedIn to find people who have the job you want, connect and ask to meet for coffee. Ask how they did it and if they know anyone who can help you. I secured quite a few clients this way.

4. Pay yourself first: The minute you receive any income, put about 15 per cent aside into a savings account you won’t touch, to go towards your emergency fund or to start investing. I do 20 per cent. It helped me start saving immediately.

The specs

Price, base / as tested Dh135,000

Engine 1.6L turbo

Gearbox Six speed automatic with manual and sports mode

Power 165hp @ 6,000rpm

Torque 240Nm @ 1,400rpm 0-100kph: 9.2 seconds

Top speed 420 kph (governed)

Fuel economy, combined 35.2L / 100km (est)

Ms Yang's top tips for parents new to the UAE
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  2. Look beyond school fees
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