[applauso] [applauso] Buonasera. Io cerco, questo è il titolo, oltre lo stato presente delle cose della mia comunicazione, cerco di offrire qualche speranza per il mondo del progetto che mi sembra oggi sia iniziato da profonde illegittimità. C'è una cosa.Ah, ecco, scusate. Inizio con una mostra inequalities dalla trenale di alla Trenale di Milano in cui, fatto abbastanza originale e anormale sulle sulla facciata del Palazzo della Fenale erano riportati, evidenziati attraverso il colore dei numeri. in genera ...

Core Insights - Petrobras has outlined its investment strategy for 2026-2030, adapting to fluctuating oil prices and global market shifts [1][16] - The company has reduced its total investment budget by 2% to $109 billion, marking the first downward revision since President Lula's inauguration in 2023 [2][9] Investment Overview - The total investment budget for 2026-2030 is set at $109 billion, with approximately $91 billion allocated to ongoing projects [2][3] - $10 billion is earmarked for projects pending final budget approvals [3] Exploration and Production Investments - $69.2 billion is dedicated to exploration and production, with 62% of this amount focused on Brazil's pre-salt fields [4][5] - 24% of the exploration and production budget is allocated to post-salt fields, while 10% is for reserve expansion activities [5] Production Targets and Outlook - Petrobras aims for peak oil production of 2.7 million barrels per day (mbbl/d) by 2028, with total production projected to reach 3.4 million barrels of oil equivalent (mboe) per day by 2028 and 2029 [6][9] - The short-term oil production target has been raised to 2.5 mbbl/d for the coming year [7] New Projects and Technological Advancements - The company plans to implement eight new production systems by 2030 to support its production targets [10] - Petrobras has received permits to drill in the Equatorial Margin, with plans for 15 wells in the coming years [11] Financial Management and Shareholder Returns - Petrobras has committed to regular dividend payouts between $45 billion and $50 billion over the 2026-2030 period [13] - The company has set a gross debt cap of $75 billion to maintain financial robustness [14] Impact of Global Oil Price Fluctuations - The investment budget reduction is largely due to the unpredictable nature of global oil prices [15] - Despite the budget cut, Petrobras remains confident in executing its long-term strategic vision [16] Decarbonization and Sustainability Initiatives - Petrobras is investing in decarbonization projects, including green technology and carbon capture initiatives [17] Strategic Path Forward - The Business Plan reflects a balanced approach to growth, innovation, and financial responsibility, positioning Petrobras for continued success in the energy sector [18][19]

Core Insights - Scott's Miracle Grow is focusing on balancing innovation with sustainability while modernizing its legacy brands to attract younger consumers, particularly millennials and Gen Z [1][2][3] - The company reported a loss in its latest earnings, but positive EBIT and a significant margin recovery of almost 500 basis points over the past year, indicating operational improvements [1][2] - The decision to exit the cannabis business through its Hawthorne subsidiary is driven by a challenging market environment, with plans to find a partner outside the company [3][4] Financial Performance - The company experienced a loss in Q4, which is typical due to its seasonal business model, with profits primarily generated in fiscal Q2 and Q3 [1][2] - Free cash flow for the most recent period was just under $275 million, with a focus on deleveraging and reducing historical debt levels [13][15] - The company aims for $150 million in supply chain cost savings over three years, with a significant portion driven by technology improvements in demand planning and forecasting [4][5] Consumer Engagement and Target Demographics - The company is targeting two main demographics: older consumers (baby boomers and Gen X) focused on traditional lawn aesthetics, and younger consumers (millennials and Gen Z) who prioritize health, wellness, and creating engaging outdoor spaces [2][3] - Younger consumers are increasingly interested in indoor gardening and sustainable practices, leading the company to adapt its messaging and marketing strategies to resonate with this audience [2][3][4] - The company recognizes the need for authenticity in its branding and is shifting its marketing efforts towards digital platforms to better engage younger consumers [2][3] Product Development and Sustainability - Scott's Miracle Grow is committed to increasing the proportion of natural and organic products, with a goal of having at least 25% of its point-of-sale offerings be natural or organic within the next three to four years [3][4] - The company is exploring partnerships and research into biological solutions to reduce reliance on synthetic chemicals, aiming for a more sustainable product line [3][4] - Modernization efforts include updating packaging aesthetics to appeal to younger consumers and developing products tailored to regional needs, particularly in areas with different climate challenges [3][4][12] Strategic Focus and Future Plans - The company is prioritizing its core lawn and garden business while considering small tuck-in acquisitions to enhance its brand portfolio [15][16] - There is an emphasis on improving e-commerce presence, with plans to launch a new website that is more engaging and educational for consumers [3][4] - The management is open to exploring larger transformational opportunities in the lawn and garden sector, while maintaining a cautious approach to capital allocation [20][21]

Core Viewpoint - Renforth Resources Inc. has engaged the Centre Technologique des Résidus Industriels (CTRI) to explore sustainability technologies for its Victoria nickel sulphide polymetallic deposit in Quebec, aiming to implement innovative and environmentally friendly practices in its operations [1][4]. Group 1: Sustainability Initiatives - The first initiative involves investigating the carbon sequestration capabilities of ultramafic rocks at the Victoria site, with prior research indicating their potential in British Columbia and Quebec [2]. - The second initiative focuses on evaluating three different heap leach processes, including green heap leaching with organic acids, alternative organic leaching methods, and bioleaching [3]. - The third initiative aims to identify nickel bioaccumulating plants that could serve as exploration tools in Canada, leveraging local expertise to explore new scientific approaches for industrial application [4]. Group 2: Collaboration and Expertise - The initiatives will utilize local expertise from the CTRI and affiliated educational institutions to investigate cutting-edge "green" science for potential future industrial adoption at Victoria [4]. - The company emphasizes the opportunity to explore innovative ideas and technologies due to the absence of historical operations at the site, which allows for a fresh approach to meeting environmental and economic goals [4]. Group 3: Technical Oversight - Martin Demers, Vice President of Exploration for Renforth, has reviewed and approved the technical information in the press release, ensuring compliance with NI 43-101 guidelines [5]. Group 4: About CTRI - The CTRI, established in 2000, provides expertise and technical services for innovation, research, and technology transfer to businesses in Abitibi-Témiscamingue and Northern Quebec [6]. - The CTRI offers a variety of applied R&D services for mining companies, including water treatment, mineral recovery, mine waste valorization, and process optimization [8].

Core Insights - ROCKWOOL launches a new brand campaign focusing on the importance of protecting built environments and the people who inhabit them, emphasizing resilience and making a positive impact on lives [1][3] - The new tagline reflects the company's commitment to providing the best products for those who matter most, aligning with their mission to ensure safety, comfort, and peace of mind [2][3] Market Dynamics - The campaign is timely, addressing increasing regulatory and customer demands for energy efficiency, carbon emissions reduction, fire safety, sustainability, and resilience [4][5] - There is a notable shift in Europe towards non-combustible, high-performance materials, with rising expectations for safer and more energy-efficient buildings [5] Campaign Strategy - The campaign will feature an emotive video and multi-channel social media efforts, initially targeting North America and select European markets, with a broader initiative planned for 2026 [6] - The new tagline aims to position ROCKWOOL as a leader in modern resilience and living, distinguishing the brand in a changing market landscape [5] Company Overview - ROCKWOOL Group is dedicated to addressing significant sustainability and development challenges, including energy consumption, noise pollution, fire resilience, water scarcity, and flooding [7] - The company is a global leader in stone wool products, employing over 12,700 people across approximately 40 countries and selling in more than 120 markets [8]

Core Insights - ROCKWOOL is launching a new brand campaign focused on protecting built environments and the people who inhabit them, emphasizing resilience and making a positive impact on lives [1][3] - The new tagline reflects the company's commitment to providing the best products for those who matter most, aligning with their mission to protect families, homes, and livelihoods [2][3] Market Dynamics - The campaign is timely, addressing increasing regulatory and customer demands for energy efficiency, carbon emissions reduction, fire safety, sustainability, and resilience [4] - There is a growing recognition in Europe of the necessity for building renovations, with a shift towards non-combustible, high-performance materials, positioning ROCKWOOL favorably in this evolving market [5] Campaign Details - The campaign will feature an emotive video and will be promoted through a multi-channel social media strategy, initially targeting North America and select European markets, with a broader initiative planned for 2026 [6] Company Overview - ROCKWOOL Group is dedicated to addressing major sustainability challenges, including energy consumption, noise pollution, fire resilience, water scarcity, and flooding, while helping stakeholders reduce their carbon footprint [7] - The company is a global leader in stone wool products, employing over 12,700 people across approximately 40 countries, and selling in more than 120 markets [8]

Group 1 - The global transition to a low-carbon economy has gained significant momentum, with increased commitments to net zero from governments, investors, and corporations [2] - The importance of credible, data-driven sustainability strategies has been highlighted amid tightening disclosure standards and evolving carbon markets [2] - The winners of the 2025 World Finance Carbon awards have shown measurable impact and leadership in integrating climate responsibility into financial and operational decision-making [2] Group 2 - The winners reflect a broader industry shift from ambition to action, demonstrating that sustainability and performance are mutually reinforcing goals [2] - Various companies have been recognized for their contributions to carbon reduction across different sectors, including aviation, chemicals, and rail transportation [4] - Notable technology providers for carbon reduction include KlimaDAO, Earth4Earth, and LanzaJet, among others [3]

Core Insights - Clariant announced a leadership transition in its Business Unit Care Chemicals, with Marcelo Lu set to join as President Designate in January 2026, following Christian Vang's retirement [1][4] - Care Chemicals is Clariant's largest business unit, employing approximately 4,000 people and generating sales of CHF 2.2 billion in 2024 [1][6] - Christian Vang will remain in an advisory capacity for six months post-transition to ensure continuity and focus on strategic goals [1][4] Leadership Background - Christian Vang has been with Clariant for 18 years, holding various key positions, including President for Care Chemicals & Americas since 2022 [2][3] - Marcelo Lu has a strong background in the chemical industry, having held various roles at BASF since 2006, including President of BASF Canada Inc. and Senior Vice President for Care Chemicals North America [2] Company Overview - Clariant is a specialty chemical company focused on sustainability, with total sales of CHF 4.152 billion for its continuing businesses in the fiscal year ending December 31, 2024 [6] - The company operates through three business units: Care Chemicals, Catalysts, and Adsorbents & Additives, and had a total staff of 10,465 as of December 31, 2024 [6]

Core Insights - VEVOR experienced strong commercial momentum during Black Friday, highlighted by a significant brand activation in Times Square, New York, emphasizing its commitment to the home improvement and maker economy [1][2] - The company reported year-on-year growth driven by increased demand from Home Creators engaged in DIY and home maintenance projects [2] Product Highlights - Standout products included the VEVOR Mechanics Stool, Impact Socket Set, and Mechanics Tool Set, which are favored for their quality and versatility in various hands-on projects [3][4] Brand Activation and Community Engagement - The "Great Upgrade" pop-up event in Times Square featured initiatives focused on sustainability, creativity, and community, allowing participants to trade old items for new product vouchers [5][6] - Collaboration with artist Tom Fruin resulted in a large-scale sculpture made from reclaimed materials, promoting hands-on creativity and community involvement [6][7] Long-term Initiatives - VEVOR announced the launch of the Home Creator Fund, aimed at supporting community organizations and sustainability projects, reinforcing its commitment to long-term community-driven change [8] - The company is focused on building a creator-centered brand with a global user base exceeding 20 million, emphasizing empowerment and accessibility [9] Future Outlook - VEVOR plans to balance rapid growth with long-term responsibility by investing in durable products and meaningful social impact initiatives, aiming to strengthen communities and enhance urban vibrancy [10]

Core Insights - The data center industry is categorized into four distinct types: hyperscale, wholesale, enterprise, and colocation, each with unique characteristics [1] - Equinix plans to expand its capacity significantly over the next five years, matching the total capacity added in the past 27 years [2] - The company's strategy focuses on three pillars: "run simpler," "solve smarter," and "serve better," aimed at enhancing operational efficiency and customer success [3][4] Company Overview - Equinix has been a key player in the data center segment for 27 years, operating over 273 data centers across 36 countries [2][6] - The company is recognized as the world's largest independent data center operator and has a significant market share in cloud connectivity [17][18] Infrastructure and Capacity - Equinix supports hyperscale partners through a joint venture model, allowing for the construction of tailored data centers [16] - The company has 15 operational centers globally under this model, which is capital-intensive and requires strategic partnerships [16] Connectivity and Market Position - Equinix facilitates over 492,000 interconnections between companies, making it a critical hub for trading platforms and cloud services [17] - The company holds a 35% market share in native cloud on-ramps, emphasizing its role in the cloud technology landscape [18] Energy and Sustainability - The data center industry is facing an energy super cycle, with Equinix actively seeking innovative solutions for energy generation and consumption [10][12] - The company aims to achieve carbon neutrality by 2030 and net-zero emissions by 2040, reflecting its commitment to sustainability [32] Community Engagement - Equinix engages with local communities during construction projects, providing job opportunities and contributing to local economies [24] - The company has initiated apprenticeship programs to train local talent in data center operations [24] AI and Workloads - There is a growing trend among customers to transition from AI proof-of-concept phases to real-world applications, highlighting the need for governance and data management [22][23] - The inference market is projected to be twice the size of the training market by 2029, indicating significant growth potential for Equinix [29] Regulatory Environment - The regulatory landscape for data centers is evolving, with some regions imposing moratoriums on new builds due to energy concerns [31] - Equinix is focused on navigating these challenges while maintaining its sustainability goals and operational strategies [32]