Sustainability & Fashion Industry Focus - A sustainability expert reformed shopping habits to reduce environmental footprint [1] - The expert's actions are related to sustainable fashion practices [1]

Sustainability Commitments - COP30 在 Belém 达成的承诺将为如何保护社区、保护生态系统和推进向低碳经济转型奠定框架 [1] Bloomberg Green Event - Bloomberg Green 将于 11 月 4 日在圣保罗举行，旨在探讨如何推动可持续发展的有效变革 [1] - Bloomberg Green 活动将与 @climate 团队合作 [1]

DeFi Protocol Analysis - Most DeFi protocols are inherently unsustainable due to excessive token emissions and liquidity dumping by yield farmers [1] - Full Sail distinguishes itself by prioritizing efficiency and sustainability in its design [1] SuiNetwork Integration - Full Sail is built on the SuiNetwork [1] Full Sail's Approach - Full Sail aims to avoid the pitfalls of typical DeFi protocols [1]

Blockchain & Sustainability - Avalanche 通过 Blizzard Fund 连接区块链基础设施与可持续性和现实世界的影响 [1] - Apierion + Triangle Digital 启动全球倡议，旨在将健康数据货币化和碳补偿市场引入链上 [1] Onchain Market - 探索健康数据和碳补偿在链上安全存储、货币化和交易的可能性 [1]

[Applause] Food is one of the most beautiful parts of our life and one of the most powerful vehicles for change in our world. But we find ourselves at a fundamental turning point in human history, a fork in the road. And we have two options to pursue with regards to how we grow our food, what we grow, and the systems we grow our food within.Here's our choice. Option one is to continue with the current industrialized food system. In this system, we tear down all the trees.We grow one type of crop as far as t ...

Financial Data and Key Metrics Changes - The company reported Q3 adjusted earnings per share of $1.9, which was down 1% compared to the same period last year and in line with Q2 results [6][16] - Operating cash flow for the quarter was strong at $249 million, funding capital expenditures and enabling $64 million returned to shareholders [7][17] - The company’s cash balance at the end of the quarter was $239 million, with a liquidity position of approximately $1.4 billion [17] Business Segment Data and Key Metrics Changes - Reinforcement Materials segment EBIT was $128 million, down $8 million year over year, primarily due to an 8% decline in global volumes [18][19] - Performance Chemicals segment EBIT increased by $2 million year over year, driven by higher gross profit per ton, despite an 8% decline in global volumes [20] Market Data and Key Metrics Changes - Volumes in Asia Pacific were down 11%, while volumes in The Americas decreased by 9%, with Europe experiencing a 4% increase [19] - The battery materials segment saw a 20% increase in contribution margin compared to the same period last year, with a focus on differentiating products for the EV market [11][12] Company Strategy and Development Direction - The company announced an acquisition of Bridgestone's reinforcing carbons plant in Mexico for $70 million, expected to be accretive in the first year [7][9] - Sustainability is a core focus, with the company receiving a platinum rating from EcoVadis for its sustainability leadership [10] - The company aims to build a leadership position in battery materials, targeting high-value segments in both China and Western economies [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a challenging macroeconomic environment, reaffirming the full-year EPS guidance of $7.15 to $7.5 [27][29] - The company is focused on executing operational excellence and optimizing its supply chain to mitigate the impacts of tariffs and lower demand [28][29] Other Important Information - The company expects to maintain a competitive dividend yield and has plans for share repurchases between $150 million to $200 million in fiscal 2025 [25][29] - The company has completed a new unit in Indonesia and expanded CNT capacity in China, supporting its growth strategy [25] Q&A Session Summary Question: Relationship between tariffs and demand in North America - Management discussed the dynamic nature of tariffs, noting that passenger car tires from Southeast Asia have tariffs in the 19% to 29% range, while those from China are around 70% [34][35] Question: Volume differences in The Americas - Management confirmed that volumes in The Americas were down 9% year over year, with North America and South America experiencing different market conditions [41][42] Question: Impact of tariffs on inventory levels - Management indicated that tire inventories appear balanced, with some budget brands having elevated levels, but overall, the situation seems to be stabilizing [54][55] Question: Network optimization initiatives - Management explained that network optimization efforts are broad and aimed at improving product mix and cost efficiency, which should favorably impact operating leverage [63][66] Question: Corporate cost reductions - Management attributed a $12 million improvement in unallocated corporate costs to a mix of headcount actions and lower third-party spending [69][70] Question: Carbon black volumes in The Americas - Management noted that elevated tire imports have negatively impacted local production levels, but there are signs of stabilization and potential improvement in the future [73][75]

Sustainability - Hedera claims to be the most sustainable public network [1] - Hedera emphasizes energy efficiency and responsibility [1] - Hedera is built for a greener digital future [1] Technology & Tools - Hedera Guardian is an open-source toolkit for ESG assets like carbon credits, promoting trust, transparency, and traceability [1]

What do you do when you return to a place that no longer feels like home? When no one is expecting you, and there’s no path laid out, but something inside you keeps moving. Seyrans story is about searching for identity, learning to live with discomfort, and building the kind of space that wasn’t handed to you, but can be created by you. Seryan Yenokyan is an Armenian youth worker, environmental activist, and mentor passionate about empowering young people to become changemakers. He is pursuing a degree in S ...

Financial Data and Key Metrics Changes - The company reported record sales of $963 million, up 30% year-over-year, with organic growth of 9% driven by both volume and price [12] - Adjusted EPS grew 28% to $0.86, exceeding guidance [14] - Adjusted operating income increased 18% year-over-year, with a return on sales of nearly 21% [8][14] Business Line Data and Key Metrics Changes - Systems Protection sales increased 43% to $632 million, with organic growth of 10% [14][16] - Electrical Connections sales rose 11% to $331 million, with organic sales up 7% [16] - Infrastructure vertical led with organic sales growth over 20%, while commercial residential sales were up mid-single digits and industrial sales were down slightly [8][16] Market Data and Key Metrics Changes - All key geographic regions experienced growth: Americas up 9%, Europe up 10%, and Asia Pacific up low single digits [9] - The backlog increased more than fourfold compared to the previous year, driven by strong demand in data centers and power utilities [6][10] Company Strategy and Development Direction - The company is focused on becoming a higher growth electrical connection and protection company, with a significant shift towards the infrastructure vertical, which is expected to account for over 40% of sales [25][26] - Investments are being made in data solutions to support the AI build-out, with a focus on innovative power and cooling solutions [27][29] - The company is prioritizing growth initiatives, including new products and acquisitions, while maintaining a strong balance sheet [10][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong performance and growth outlook, particularly in data centers and power utilities [10][11] - The company raised its full-year sales guidance to reflect strong Q2 results, expecting reported sales growth of 24% to 26% [21] - Management acknowledged the dynamic tariff environment but emphasized their ability to manage pricing and productivity to offset impacts [10][87] Other Important Information - The company launched 50 new products in the first half of the year, contributing over three points to sales growth [8] - Free cash flow for the quarter was robust at $74 million, with a healthy balance sheet supporting disciplined capital allocation [18][19] Q&A Session Summary Question: Timing of converting backlog and its duration - Management indicated that the backlog is expected to convert into sales through 2026 and beyond, driven by growth in the data center solutions business and recent acquisitions [36][37] Question: Concerns about disintermediation in liquid cooling - Management clarified that they partner with hyperscalers to provide complete system solutions or specific products, maintaining strong relationships despite market changes [38][41] Question: Performance of commercial residential segment - Management noted healthy performance in the commercial residential segment but remained cautious about the overall industry outlook, expecting it to be flattish for the year [47][49] Question: Backlog growth and expectations for the second half - Management confirmed that backlog has grown significantly, particularly in the systems protection business, which is expected to grow ahead of the electrical connections segment [54][55] Question: Price recovery from tariff impacts - Management stated that they expect to recover tariff impacts through pricing and productivity, with a focus on maintaining healthy margins [85][87] Question: Modular data centers and integration of other products - Management indicated that they are integrating other OEMs' equipment into their modular data center offerings, which will enhance their capabilities over time [90][91] Question: Growth opportunities in international markets - Management attributed outperformance in international markets to a focus on high-growth verticals and strong distribution partnerships [117] Question: Margin protection amid inflation and tariffs - Management confirmed that they have mechanisms in place to adjust pricing in response to tariffs and inflation, ensuring margin protection through long-term contracts [119]

Sustainability Leadership - Tone from the top is very important for strengthening sustainability within business leadership, requiring a cascaded approach across an organization [1] Bursa Malaysia's Perspective - Bursa Malaysia's Fad'l Mohamed emphasizes the importance of leadership in driving sustainability within businesses [SustainableBizSummit] [1]