Document 4JqRdyVnXkExkJbJL04qY4X3j

"CALIDRIA" ASBESTOS PRODUCT APPLICATIONS PRODUCT SG-100 SG-130 SG-200 Super Visbestos SG-210 HPP HPO RG-110 RG-144 RG-244 _____________ APPLICATIONS Vinyl-Asbestos Floor Tile Masonry Coatings Rubber Floor Tile Drilling Muds Mastics Asphaltic Coatings Phenolic Molding Compounds Rubber Sheet Goods Mineral Board (Japan) Paper (Japan) Asphaltic Coatings, Adhesives Asphaltic Spray Coatings Aluminized Coatings Mastics, Caulks & Sealants Adhesives (Epoxy, Phenolics) Coatings Vinyl Plastisols (High Build, Dip Coatings) Mastics, Caulks & Sealants (Vinyl Butyl, Polysulfide, Bituminous) Polyester Resins (Laminating, Gel Coats, Putties) Caulks & Sealants (Vinyl, Butyl, Acrylic, Polyurethane) Coatings (Epoxy, Urethane, Asphaltic) UCC 005305 `X 1978 C.ALIDRIA ASBESTOS DOMESTIC APPLICATIONS AREAS - (1) Floor Tile 0) Phenolic Compounds (1) Roofing Compounds (1) Asphaltic Coatings (1) Rubber-Sheet Goods (2) Adhesives (2) Sealants (2) Polyester Laminates (2) Coatings (1) Drilling Muds (1) Miscellaneous SG-100 SG-200 SG-210 HPO SG-210 HPO SG-130 SG-144 RG-110 HPP RG-100 RG-144 RG-244 RG-144 RG-244 RG-244 CG-135 RG-144 RG-244 Visb. CSV SHUR T 17,500 350 510 940 - 370 - 280 430 100 550 3,000 1,920 25,950 $M 1800 . 80 100 , 180 130 230 540 200 630 400 280 4570 % of Total T$ 67 39 12 22 44 13 15 2 12 0-5 4 2 14 n9 76 (1) Asbestos Industry Summary: Asbestos Industry Non-Asbestos Industry (2) Non-Asbestos Industry 24,590 1,360 2970 1600 95 65 5 35 UCC 005306 DOMESTIC MARKET DETAIL Typical Asbestos Markets for "Calidria" I. Roofing Compounds Total market 61,000 tons "Calidria" share 510 tons (0.8% of total) Market includes primarily asphalt compounds using asbestos as a flow control agent. Much of the market requires slightly longer fibers than "Calidria" has available. Realistically we can probably only compete for perhaps 10% of the total or 6100 tons. Major competitors - Johns-Manville - Most Canadian suppliers Carey Bell -" -" " " n Market is as follows: J-M 60% Carey 20% Bell 19% "Calidria" 1% II. Coatings & Compounds Total market 35,200 tons "Calidria" share 940 tons (2.7% of total) "Calidria" participates primarily in the asphaltic ' coatings portion of this market which excludes roof coatings. Products include automotive undercoats, coatings for water proofing below grade concrete and for driveways and tennis UCC 005307 courts. The portion of the market in which "Calidria" might compete is unknown, but is probably at least 1/3 of the total market. Major competitors - Canadian producers . Market is split by all manufacturers (primarily Canadian) and represents an outlet for as much short fiber product as can be allocated to this high volume, low cost application. III. Plastics Total market 6,400 tons "Calidria" shares 720 tons (11.3% of total) Market includes primarily plastics used for structures, molded goods, etc. Larger segments include chemical resistant fibers, molded phenolic parts and some rubber goods. "Calidria" participates primarly in the latter two areas. Major competitors - Johns-Manville Market is split as follows: J-M 89% "Calidria" 11% UCC 005308' i "Calidria" Participation in Typical . Domestic Asbestos Markets in 1978 Flooring Products Roofing Coatings & compounds (Asphaltic Coatings) Plastics (Phenolic& Rubber) Drilling Muds Other TOTAL Domestic Market, Tons 147,000 61,000 35.200 Potential Segments, Tons 75,000 "Calidria" Share of Seqment Tons % 17,500 23.3 6,000 500 8.3 12,000 1,000 8.3 6,400 8,000 24,000 281,600 6,000 8,000 24,000 (?) 700 3,000 2,300 131,000 25,000 11.7 37.5 9-6 19.1 REB 4/30/79 UCC 005309 $ DOMESTIC "Calidria" Markets - Not Typical Asbestos (Viscosity Control) Adhesives Sealants Polyester Laminates Coatings TOTAL Tons 280 430 100 550 Total Market* 2500 1500 3400 4600 1360 12,000 UCC % 11.2 28.7 2.9 12.0 11.3 *Total Market estimates - - Modern Plastics, January, 1979 - C & P sources (Skeist Laboratory Market Analyses - 1978} - Assumed nominal loadings for "Calidria", i.e., 1% in polyesters, etc. UCC 005310 Markets for "Calidria" - Not Typical Asbestos I. Adhesives Total market 3 MM tons - portion requiring viscosity additives 125,000 tons - assuming 2% addition level - market "available" 2500 tons "Calidria" share - 280 tons (11.2% of total) Major competitors - National Lead (Bentones) Cabot Corporation (Cab-O-Sil) Other (Thixcin, etc.) Market share: ' Cabot 45% NationalLead 39% "Calidria" 11% Others 5% II. Sealants Total market about 150,000 tons split as follows: Construction 90.000 tons Automotive 30.000 tons Glass (Insulating) Aircraft 6.000 tons 1.000 tons Highways & Airfields Appliances 15.000 tons 7.000 tons Assuming a 1% loading of viscosity additive, a market of 1500 tons is available. UCC 005311 "Calidria share 430 tons (28.7% of total) Major competitors - Cabot (Cab-O-Sil) National Lead (Bentones) Market share is split as follows: Cabot 45% National Lead 26% "Calidria" 29% III. Polyester Laminates Total market for thixotropic laminates 500,000 TPY Assuming 1% average addition, '' Major competitors - Cabot Corp. (Cab-O-Sil) 5,000 TPY available $23 million DeGussa (Aerosil) Others (Thixcin, Ircogel, etc.) Market share is split as follows: Cabot Corp. 50% DeGussa Others "Calidria" 47% 3% 0% IV. Coatings Total market for thixotropic, viscosity modifying and pigment suspending agents is 4600 TPY (1% of 460,000 TPY) "Calidria" share is 550 TPY (12% of total) UCC 005312 Major competitors - Cabot Corp. (Cab-O-Sil) . DeGussa (Aerosil) National Lead (Bentones) - Baker Castor Oil (Thixcin, Thixatrol) Others Market is split as follows: Cabot 30% DeGussa 20% National Lead 20% Baker Castor Oil 13% "Calidria" 12% ' Others ' 5% UCC 005313 COMPETITORS AND MARKET SHARE SHORT FIBER ASBESTOS MARKET UCC J--M Carey U.S.A. 19% 23 47 Atlas 11 JAPAN 16% 11 73 0 TOTAL 18% 20 53 9 VISCOSITY CONTROL MARKET UCC (RG-144 & -244) DeGussa Cabot National Lead Baker U.S.A. 11 JAPAN 25 EUROPE 19 TOTAL 15 25 70 70 40 49 2 5 40 10 2 3 3 5 1 32 UCC 005314 fwtonift ! ui.. 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