Maximilian Bittner, who held the Vestiare Collective CEO role for seven years, is departing from the company, stating that he "had different views on the strategic path forward". Bernard Osta joined Vestiaire Collective as the chief strategy officer in May 2021, and transitioned to chief financial officer in September 2023. Previously, Osta worked as an investment banker with Lazard from 2006 to 2011 and Goldman Sachs from 2011 to 2021, operating out of New York and Paris. He also maintains a position a ...

Core Insights - AltMat has secured investments from H&M Group, Fashion for Good, Rainmatter by Zerodha, and Turbostart, indicating strong backing for its sustainable textile innovations [1][4] - The company has developed Altag, a natural cellulose fiber made entirely from agricultural residue, which matches the performance of conventional fibers while significantly reducing environmental impact [1][2] - AltMat aims to expand grassroots supply chains for Indian farmers, enhance research and development, and broaden its global market presence with the new funding [2][4] Investment and Growth - The recent investment round is seen as a pivotal moment for AltMat, highlighting the increasing global demand for sustainable alternatives to traditional materials [3] - AltMat has successfully scaled its technology from laboratory to industrial capacity within five years, demonstrating its capability to deliver innovative solutions at scale [2] - H&M Group views its investment in AltMat as a means to transform sourcing practices in the fashion industry, emphasizing the potential benefits for the entire sector [4]

Market Trends and Demand - Metals are essential for technology, defense, and the green transition, with megatrends driving long-term demand [6, 12] - By 2035, there will be over 200,000 new wind turbines, over 1,000 new hyper data centers, and over 50 million new electric vehicles, significantly increasing metals demand [14] - Global demand for Tellurium is expected to increase by 82% from 2025 to 2035 [16] - Global demand for Tin is expected to increase by 40% from 2025 to 2035 [16] - Global demand for Gold is expected to increase by 22% from 2025 to 2035 [16] Aurubis' Strategy and Competitive Advantages - Aurubis' unique smelter network enables multimetal excellence, processing 20 metals and elements [25, 27] - Aurubis maximizes recycling rate, achieving approximately 44% recycling content in copper cathode on average [30] - Aurubis is committed to strengthening its position as a leading copper and multimetal producer [46] - Aurubis is streamlining its existing strategy portfolio, focusing on its core business of multimetal and reducing capex intensity [79] Financial Performance and Outlook - Strategic projects are expected to contribute €260 million per year in EBITDA [79] - Aurubis expects operating EBITDA between €580-680 million for FY 2025/26 [180] - Aurubis aims to reduce net working capital by approximately €500 million in the mid-term [183]

Core Insights - Albany International Corp. released its 2024 Climate Report, emphasizing sustainability, innovation, and climate-related disclosures [1][2] - The report reflects the company's commitment to integrating climate considerations into its business strategy, focusing on product-level emissions to drive innovation and accountability [2] Sustainability Commitment - The company aims to understand the full lifecycle impact of its products, which is essential for driving meaningful change and uncovering new opportunities for smarter design and emission reductions [2] - Albany International is dedicated to transparency and open communication, inviting feedback and collaboration to enhance sustainability practices [2] Company Overview - Albany International is a leading developer and manufacturer of engineered components, operating 30 facilities in 13 countries and employing approximately 5,400 people worldwide [4][5] - The company is listed on the New York Stock Exchange under the symbol AIN [5] Business Segments - The Machine Clothing segment is the world's leading producer of custom-designed fabric and high-speed process belts for various industrial applications [6] - Albany Engineered Composites specializes in innovative composite technology solutions for aerospace and defense applications, providing advanced composite structures and assembly solutions [6]

Core Insights - DuPont de Nemours, Inc. has agreed to acquire Sinochem (Ningbo) RO Memtech Co., Ltd. to enhance its FilmTec reverse osmosis production capacity, particularly for the China and Asia-Pacific markets, with completion expected in Q4 2025 [1][2] Group 1: Strategic Expansion - The acquisition represents a strategic move to expand DuPont's manufacturing capabilities in China, strengthening its presence in the rapidly growing Asia-Pacific market [2][4] - Establishing production in China allows DuPont to be closer to its customer base, improving delivery times and compliance with local regulations [3][4] Group 2: Operational Benefits - Local manufacturing enhances cost efficiency and sustainability by reducing transport emissions and aligning with global carbon goals [4] - The acquisition will support a more resilient supply chain by decreasing reliance on long-distance logistics [3][4] Group 3: Market Demand - There is a growing demand for advanced reverse osmosis solutions in response to increasing water challenges in China and the Asia-Pacific region [4] - The Zhejiang facility will be DuPont's third RO location, complementing its existing plants in Edina, U.S., and Jubail, Saudi Arabia, ensuring reliable product performance [4][7] Group 4: Stock Performance - DuPont's shares have gained 6% year to date, contrasting with a 16.6% decline in its industry [5]

Core Viewpoint - Milliken & Company has launched Millad ClearX 9000, a next-generation clarifying technology for polypropylene (PP) that enhances transparency and operational efficiency while reducing additive loadings [1][4]. Group 1: Product Features - Millad ClearX 9000 provides ultra-clear transparency suitable for food packaging, home storage, and medical applications, improving value and appearance [1]. - The technology lowers extraction and migration rates in PP packaging, which is crucial for food-contact and medical products [2]. - ClearX 9000 enhances processing compatibility compared to previous generations, leading to improved operational efficiency [2]. Group 2: Regulatory and Compatibility Aspects - ClearX 9000 has broad US FDA conditions-of-use approval (A–J), allowing its use in a wide range of food-contact applications [3]. - The technology improves additive compatibility, reducing downtime, waste, and changeover times for resin producers and converters [3]. - It allows for compositional flexibility by eliminating the need to segregate virgin and post-consumer recycled (PCR) resin streams [2][3]. Group 3: Market Context and Collaboration - The development of ClearX 9000 addresses the increasing demand for clarity and efficiency in polypropylene applications, as stated by Milliken's global product line manager [4]. - In September 2025, OQ collaborated with Milliken to launch Luban RP2251T, a new clarified random copolymer for injection molding applications, indicating ongoing innovation in the sector [4].

Core Insights - Solera has announced a strategic partnership with PPG to integrate PPG's automotive refinish coatings into Solera's Sustainable Estimatics platform, allowing for CO₂ emissions assessment per repair [1][2] - The partnership aims to provide product- and process-specific data for more accurate CO₂ calculations, enhancing repair efficiency and reducing material waste [2][3] - PPG's emissions metrics will be integrated into Solera's ecosystem, enabling customers to monitor and manage their Scope 1, 2, and 3 CO₂ emissions, aligning with regulatory requirements like the EU Corporate Sustainability Reporting Directive [3][4] Company Overview - PPG operates in over 70 countries and reported net sales of $15.8 billion in 2024, focusing on paints, coatings, and specialty products across various markets [5] - Solera is a leader in vehicle lifecycle management, providing a comprehensive suite of services and data-driven analytics to over 300,000 customers globally [6]

Group 1: AI Market and Stock Valuations - Concerns are rising on Wall Street regarding stock valuations amid the AI boom, drawing parallels to the dot-com bubble, yet analysts see no signs of slowing AI capital expenditures (CapEx) [1][2] - Analysts believe the AI-led growth is substantial and expect the rally to extend to AI applications, with the S&P 500 potentially reaching 7,000 [2][3] Group 2: DigitalBridge Group Inc (NYSE:DBRG) - DigitalBridge is viewed positively due to its exposure to AI and infrastructure, with expectations of significant embedded gains from technology investments [7][8] - The company is raising its third flagship digital infrastructure fund, which, if successful, could lead to a cheap stock price at current levels [8] Group 3: BlackRock Inc (NYSE:BLK) - BlackRock's assets under management (AUM) have grown to over $10.6 trillion, with a 15% increase in AUM and 13% revenue growth, positioning it as a leader in the ETF market [9][10] - The company is focusing on innovation and technology, which is reshaping wealth management and investment models [10][11] Group 4: Colgate-Palmolive Co (NYSE:CL) - Colgate is expected to see earnings recovery, with projected organic sales growth of 3-5% and a consistent dividend increase over 60 years [11][12] - The company is recognized for its strong capital allocation and significant free cash flow generation [13] Group 5: Repligen Corp (NASDAQ:RGEN) - Repligen is positioned well in the life sciences sector, with a focus on bioprocessing and a consistent growth rate of 8-12% per year [14][15] - The company is expected to benefit from increased drug approvals and a recovery in pharma orders, with anticipated sales growth of 15% in 2025 [15] Group 6: Expedia Group Inc (NASDAQ:EXPE) - Expedia is considered a top pick due to its cheap valuation, trading under market multiples, and potential for growth under new management [16] Group 7: ServiceNow Inc (NYSE:NOW) - ServiceNow is starting to monetize its AI tools, with a target of $1 billion in annual contract value from AI-related products by 2026 [17][18]

Shantanu Agarwal, founder and CEO of Mati Carbon, spoke about rock weathering at the #ForbesSustainabilityLeaders Summit. https://t.co/yZzcp1nZJV https://t.co/9EPnr8Wkcn ...

Core Insights - GXO Logistics has renewed its long-term partnership with Dolce&Gabbana Beauty, focusing on managing a new dedicated warehouse in Calvenzano, Italy, for global distribution and value-added services [1][2] - The partnership emphasizes sustainability, with GXO implementing advanced environmental initiatives in the new warehouse [3][4] - GXO operates over 60 sites in Europe dedicated to the fashion and beauty industry, leveraging technology and expertise to enhance supply chain efficiency [5][6] Group 1: Partnership Details - The renewed agreement includes management of retail and wholesale orders, returns, and value-added services from a 25,000 square meter warehouse [1][2] - GXO's team will provide comprehensive warehouse management services, ensuring high-quality logistics tailored for beauty products [2][4] Group 2: Sustainability Initiatives - GXO's customized solution for the new warehouse features 100% LED lighting, energy-efficient building standards, solar panels, and a green area [3] - The partnership reflects a shared commitment to sustainability and enhancing local supply chains [2][4] Group 3: Industry Positioning - GXO is positioned as the world's largest pure-play contract logistics provider, with over 150,000 employees and more than 1,000 facilities [6] - The company aims to capitalize on the growth of e-commerce and outsourcing, providing advanced logistics solutions to leading brands [6]