Tronox (NYSE:TROX) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsAaron Rosenthal - Executive Director of Credit ResearchCaleb Boehnlein - Equity Research Senior AssociateDavid Begleiter - DirectorFrank Mitsch - PresidentJennifer Guenther - Chief Sustainability Officer and Head of Investor Relations and External AffairsJohn Romano - CEOJohn Srivisal - SVP and CFOJosh Spector - Executive Director of Chemicals Equity ResearchJustin Pellegrino - Equity Research AssociateConference Call ...

Performance in 2025 was constrained by muted demand and predatory imports, particularly from China and Angola, which doubled and quadrupled respectively in the European silicon metal market. Management secured critical trade safeguards in the EU and anti-dumping duties in the U.S., which are expected to reduce import volumes and restore domestic market share. Operational flexibility was enhanced by converting three furnaces from silicon metal to ferrosilicon to capitalize on better economics and trade ...