TABLE OF CONTENTS
SECTION PAGE
INTRODUCTION xii
I. EXECUTIVE SUMMARY 1
II. MARKET ENVIRONMENT 4
General 4
Macroeconomic Environment 5
Consumer Income & Spending 8
Demographic Trends 9
Construction Trends 11
Building Construction Outlook 13
Residential Building Construction 14
Housing Starts 16
Housing Stock 18
Residential Repair & Improvement 19
Nonresidential Building Construction 20
Nonresidential Improvement & Repair 23
Nonbuilding Construction Outlook 23
Motor Vehicle Outlook 26
Electrical & Electronic Industry Outlook 28
Appliance Outlook 30
Plastics Resin Outlook 32
Pricing Issues 36
Market Trends 38
Regulatory & Health Considerations 40
International Activity 43
III. PVC SUPPLY & DEMAND 45
General 45
Supply & Demand 46
Imports 47
Exports 48
Capacity 49
Production Overview 52
Demand by Process 55
IV. PVC MARKETS 57
General 57
Pipe & Fittings 58
Pipe & Fittings Industry Outlook 59
PVC Pipe & Fittings Demand 60
Other Construction Products 62
Siding 64
Siding Industry Outlook 64
Vinyl Siding Demand 65
Windows & Doors 66
Window & Door Industry Outlook 67
PVC Windows & Doors 69
Windows 70
Doors 71
Skylights 71
Flooring 71
Hard Surface Flooring Industry Outlook 72
Vinyl Resilient Flooring 73
Vinyl Sheet 74
Vinyl Composition Tile 75
Solid Vinyl Tile 75
Fences & Decks 76
Fencing & Decking Outlook 77
Vinyl Fencing & Decking 78
Miscellaneous Construction Products 80
Packaging & Other Uses 81
Packaging 82
Packaging Outlook 83
PVC Packaging 84
Wire & Cable 86
Furniture & Furnishings 87
Medical Products 88
Motor Vehicles 90
Electrical & Electronics 91
Appliances 93
Miscellaneous Uses 94
V. EXTRUDED PVC 96
General 96
Construction Products 97
Pipe & Conduit 99
Pipe Characteristics 101
Pipe Applications 102
Producers 104
Siding 106
Windows & Doors 109
All-Vinyl 111
Vinyl-Clad & Composite 112
Producers 112
Fences & Decks 114
Other Construction 117
Wire & Cable 120
Packaging Film 121
Food Packaging 122
Nonfood Packaging 123
Secondary Packaging 123
Consumer & Institutional Nondurables 124
Consumer Durables 126
VI. CALENDERED PVC 128
General 128
Construction Products 130
Resilient Flooring 130
Other Construction 134
Flexible Membrane Liners 135
Single-Ply Roofing Membranes 135
Paneling & Miscellaneous Construction 136
Consumer & Institutional Nondurables 137
Furniture & Furnishings 138
Sporting Goods, Toys & Related 140
Other Nondurable Products 142
Packaging 143
Motor Vehicles 145
Other Uses 147
VII. MOLDED PVC 148
General 148
Injection Molded 149
Construction 151
Electrical & Electronic 152
Other Injection Molded Products 153
Dispersion Molded 155
Consumer 156
Motor Vehicles 158
Appliance Components 159
Other Dispersion Molded Products 160
Blow & Compression Molding 161
VIII. DISPERSION COATED & OTHER PRODUCTS 163
General 163
Dispersion Coated Products 164
Resilient Flooring 165
Furniture & Furnishings 167
Motor Vehicles 168
Consumer & Institutional 169
Other Dispersion Coated 170
Other Polyvinyl Chloride Products 172
IX. INDUSTRY STRUCTURE 173
General 173
Industry Concentration 174
Mergers & Acquisitions 176
Marketing Strategies & Distribution 178
Research & Development 180
Competitive Strategies 181
Cooperative Agreements 182
Company Profiles 186
AB Canada, see American Biltrite Incorporated
Acro Extrusion, see Deceuninck NV
AEP Industries Incorporated, 187
Alcoa Incorporated 188
Alside Incorporated, see Associated Materials Incorporated
American Biltrite Incorporated 189
Andersen Corporation 191
Armstrong World Industries Incorporated 192
Associated Materials Incorporated 193
Atrium Companies Incorporated 195
Borden Chemicals and Plastics LP 197
Carlon, see Lamson & Sessions
CertainTeed Corporation, see Saint-Gobain
Charlotte Pipe & Foundry Company 198
Colorite Specialty Resins, see Tekni-Plex Incorporated
Congoleum Corporation, see American Biltrite Incorporated
Contech Construction Products Incorporated 199
Crane Plastics Holding Company 200
Dayton Technologies LLC, see Deceuninck NV
Deceuninck NV 202
Domco Tarkett Incorporated, see Tarkett Sommer AG
Dow Chemical Company 203
Duramax Incorporated 205
Eagle Pacific Industries Incorporated, seed PW Eagle
Formosa Plastics Group 206
Geon Company, see PolyOne Corporation
Georgia Gulf Corporation 210
Great Lakes Window Incorporated, see Nortek Incorporated
Hancor Holdings LLC 212
Hanna (MA) Company, see PolyOne Corporation
Insulate Windows, see Saint-Gobain
J-M Manufacturing Company, see Formosa Plastics Group
Jancor Companies Incorporated, see Hancor Holdings LLC
Johnsonite, see Duramax
Kaneka Corporation 214
Kensington Windows Incorporated, see Hancor Holdings LLC
Keysor-Century Corporation 215
KML Industries Incorporated, see Andersen Corporation
Lamson & Sessions Company 216
Mannington Mills Incorporated 218
Nan Ya Plastics Corporation America, see Formosa
Plastics Group
National Pipe & Plastics Incorporated,
see Kaneka Corporation
Natvar Tekni-Plex Incorporated, see Tekni-Plex
Incorporated
Nortek Incorporated 219
North American Pipe Corporation, see Westlake Group
North American Profiles Limited, see Westlake Group
Novapak Corporation, see PVC Container Corporation
Novatec Plastics Corporation, see PVC Container Corporation
Occidental Petroleum Corporation 222
Outdoor Technologies Incorporated, see Hancor Holdings LLC
Owens Corning 226
OxyVinyls LP, see Occidental Petroleum Corporation
and PolyOne Corporation
PHH Monomers, see Georgia Gulf Corporation
Plastron, see Tekni-Plex Incorporated
Ply Gem Industries Incorporated, see Nortek Incorporated
PolyOne Corporation 228
Premium Garage Door Company, see Associated
Materials Incorporated
PurePlast Incorporated, see Tekni-Plex Incorporated
PVC Container Corporation 232
PW Eagle Incorporated 234
REHAU AG & Company 235
RESINITE PVC Films, see AEP Industries Incorporated
Richwood Building Products Incorporated, see Nortek
Saint-Gobain 236
Schulman (A.) Incorporated 240
Shin-Etsu Chemical Company Limited 241
Shintech Incorporated, see Shin-Etsu Chemical Company
Silver Line Building Products Corporation 243
Spartech Corporation 244
SunBelt Chlor-Alkali, see PolyOne Corporation
Sunprene Company, see Schulman (A) Incorporated
Survivor Technologies, see Hancor Holdings LLC
Tarkett Sommer AG 246
Tekni-Plex Incorporated 247
Teknor Apex Company 251
Thermal Industries Incorporated, see Atrium Company
UCAR Emulsion Systems, see Dow Chemical Company
UltraGuard, see Associated Materials Incorporated
Union Carbide Corporation, see Dow Chemical Company
Uponor Oyj 252
Variform Incorporated, see Nortek Incorporated
Vinyl Vision LLC, see Crane Plastics Holding Company
VPI LLC 254
Vytech, see Owens Corning
Westech Fence, see Westlake Group
Westlake Group 255
World-Pak Corporation, see Formosa Plastics Group
LIST OF TABLES
TABLE NUMBER PAGE
SECTION I
Summary Table 3
SECTION II
1 Macroeconomic Indicators 7
2 Personal Income & Spending 9
3 Demographic & Household Trends 10
4 Construction Expenditures 12
5 Building Construction Expenditures 14
6 Residential Building Construction Expenditures 16
7 Housing Starts 18
8 Residential Building Repair & Improvement Expenditures 20
9 Nonresidential Building Construction Expenditures 22
10 Nonresidential Improvement & Repair Expenditures 23
11 Nonbuilding Construction Expenditures 25
12 Motor Vehicle Production 27
13 Selected Electrical & Electronic Industry Shipments 30
14 Appliance Shipments 32
15 Plastics Supply & Demand 35
16 PVC Market Trends 39
SECTION III
1 PVC Supply & Demand 46
2 US PVC Capacity, 2001 51
3 PVC Demand by Process 56
SECTION IV
1 PVC Demand by Market 58
2 Pipe & Fittings Demand 60
3 PVC Pipe & Fittings Demand 62
4 PVC Demand in Other Construction Products 63
5 Siding Demand 65
6 Vinyl Siding Demand 66
7 Residential Window & Door Demand 69
8 PVC Demand in Windows & Doors 70
9 Hard Surface Flooring Demand 73
10 Vinyl Resilient Flooring Demand 74
11 Fencing & Decking Outlook 78
12 PVC Demand in Fencing & Decking 79
13 PVC Demand in Miscellaneous Construction Products 80
14 PVC Demand in Packaging & Other Uses 81
15 Packaging Shipments 84
16 PVC Demand in Packaging 86
17 PVC Demand in Wire & Cable 87
18 PVC Demand in Furniture & Furnishings 88
19 PVC Demand in Medical Products 90
20 PVC Demand in Motor Vehicles 91
21 PVC Demand in Electrical & Electronic Products 92
22 PVC Demand in Appliances 94
23 PVC Demand in Miscellaneous Uses 95
SECTION V
1 Extruded PVC Demand 97
2 Extruded PVC Construction Products 98
3 PVC Pipe Demand 100
4 PVC Siding Demand 109
5 PVC Window & Door Demand 111
6 PVC Demand in Fences & Decks 117
7 Other Extruded PVC Construction Uses 119
8 Insulated PVC Wire & Cable Demand 121
9 PVC Packaging Film Demand 122
10 PVC Consumer & Institutional Nondurables Demand 125
11 PVC Consumer Durables Demand 127
SECTION VI
1 PVC Demand in Calendered Products 129
2 PVC Demand in Calendered Construction Products 130
3 PVC Calendered Resilient Flooring Demand 133
4 Other PVC Construction Products Demand 134
5 PVC Consumer & Institutional Nondurables Demand 138
6 PVC Furniture & Furnishings Demand 140
7 PVC Demand in Nondurable Sporting Goods, Toys &
Related Products 141
8 Other PVC Nondurables Demand 143
9 PVC Packaging Demand 145
10 PVC Demand in Motor Vehicles 146
11 PVC Demand in Other Calendered Products 147
SECTION VII
1 PVC Molded Products Demand by Process 148
2 Injection Molded PVC Products Demand 150
3 Injection Molded PVC Construction Products Demand 151
4 Injection Molded PVC Demand in Electrical & Electronic
Products 153
5 Other Injection Molded PVC Products Demand 155
6 Dispersion Molded PVC Products Demand 156
7 Dispersion Molded PVC Consumer Products Demand 158
8 Dispersion Molded PVC Demand in Motor Vehicles 159
9 Dispersion Molded PVC Appliance Components Demand 160
10 Other Dispersion Molded PVC Products Demand 161
11 PVC Blow & Compression Molding Demand 162
SECTION VIII
1 PVC Demand in Dispersion Coated & Other Products 163
2 Dispersion Coated PVC Products Demand 164
3 Dispersion Coated PVC Resilient Flooring Demand 166
4 Dispersion Coated PVC Demand in Furniture & Furnishings 168
5 Dispersion Coated PVC Demand in Motor Vehicles 169
6 Dispersion Coated PVC Demand in Consumer &
Institutional Products 170
7 Other Dispersion Coated PVC Products Demand 171
8 Other PVC Products Demand 172
SECTION IX
1 Selected Acquisitions & Divestitures 177
2 Selected Cooperative Agreements 183
LIST OF CHARTS
CHART NUMBER PAGE
SECTION II
1 Years of Construction of Housing Stock, 2001 19
2 Plastics Demand, 2001 36
3 US PVC Suspension Resin Pricing Trends, 1992-2001 37
4 Polyvinyl Chloride Market Trends, 1992-2001 40
SECTION III
1 US Imports by Country, 2001 47
2 US Exports by Country, 2001 48
3 Polyvinyl Chloride Industry Flow Chart 54
4 PVC Demand by Processing Method, 2001 56
SECTION IV
1 PVC Demand in Other Construction Products, 2001 63
2 PVC Demand in Packaging & Other Uses, 2001 82
SECTION V
1 Extruded PVC Construction Products Demand, 2001 99
2 PVC Pipe Demand, 2001 101
3 Other Extruded PVC Construction Uses, 2001 120
SECTION VI
1 PVC Calendered Products Demand, 2001 129
SECTION VII
1 PVC Molded Products Demand, 2001 149
2 Injection Molded PVC Products Demand, 2001 150
SECTION VIII
1 Dispersion Coated PVC Products Demand, 2001 165
SECTION IX
1 US Polyvinyl Chloride Capacity, 2001 175
