Investor Presentation March 2026 Owner: Aaron Updated? (Y/N): Y Tie-out: Alex Reviewed? (Y/N): Y Note: Changed Date Forward-Looking Statements Certain statements and information included herein constitute "forward-looking statements" within the meaning of the Federal Private Securities Litigation Reform Act of 1995, including statements with respect to our anticipated 2026 financial results. Words such as "will," "expect," "anticipate," "estimate," "guidance" and similar words and phrases are used in this p ...

Core Insights - Orbia Advance Corporation released its 2025 Impact Report, highlighting its commitment to sustainability and long-term value creation through strategic initiatives [1] Group 1: Sustainability and Performance - 68% of Orbia's revenues directly contributed to the United Nations Sustainable Development Goals (SDGs), indicating a strong integration of sustainability into its business model [1] - The company achieved a 28% reduction in Scope 1 & 2 emissions and a 31% reduction in Scope 3 emissions compared to the 2019 baseline, progressing towards its 2030 emissions goals of 47% and 30% reductions respectively [1] - Orbia reported an 87% reduction in sulfur oxide emissions versus the 2018 baseline, surpassing its original target and fulfilling its 2021 sustainability-linked bond requirements [1] - 90% of Orbia's manufacturing sites achieved zero waste to landfill, showcasing its commitment to circularity [1] Group 2: Business Group Highlights - The Fluor & Energy Materials group began constructing a facility for Zephex® 152a, a low-global-warming-potential medical propellant, and expanded battery supply chain capabilities [1] - Connectivity Solutions deployed nearly 1,000 miles of infrastructure using microtrenching to enhance broadband access while minimizing environmental disruption [1] - Precision Agriculture expanded its GrowSphere™ digital operating system to optimize irrigation efficiency, aiding farmers in reducing water and nutrient inputs [1] - Building & Infrastructure launched low-carbon products like Tegra 600 LC, made with up to 70% recycled material and designed for 100-year durability [1] - Polymer Solutions introduced new low-carbon compounds and increased sales of sustainable PVC resins to align with market demands [1] Group 3: Innovation and Community Engagement - Orbia invested over $70 million in R&D, with more than 10% of 2025 revenues coming from new products and services [1] - The company engaged over 2,500 employees in 31 countries through its Time4Water campaign, focusing on watershed restoration and local resilience [1] - Orbia maintained its Ecovadis Silver Medal rating and was included in various global sustainability benchmarks, reflecting its ongoing commitment to sustainability [1]

Core Insights - Selenis is expanding its industrial headquarters in Portalegre, Portugal, with plans to double production capacity by Q3 2027 to meet increasing demand for bio-based, medical-grade, and circular co-polyesters [1][2] - The expansion aligns with new EU packaging regulations requiring all packaging to be recyclable by 2030, emphasizing the importance of recycled content and traceability [1][2] Group 1: Expansion Details - The project will enhance the output of recycled polyester, including chemically recycled post-consumer resin and ISCC+ biomass balance solutions, adhering to European traceability standards [2] - A continuous polymerisation (CP) line will be installed to streamline manufacturing processes, improve energy efficiency, and reduce reliance on natural gas through increased electrification [3][4] Group 2: Environmental Impact - The facility's electricity will primarily come from an on-site solar park, contributing to a lower carbon footprint [3][4] - The adoption of continuous polymerisation is expected to significantly reduce the energy intensity of production, aligning with global decarbonisation objectives [4][5] Group 3: Market Demand - The additional capacity is aimed at meeting the needs of the food, healthcare, and textile industries, which are increasingly seeking alternatives with lower carbon footprints [3][5]

Fourth Quarter and Fiscal Year 2025 Corporate Update February 26, 2026 Confidential Information. Do Not Distribute. 11 Confidential Information. Do Not Distribute. Forward-Looking Statements This presentation contains forward-looking statements, including statements about the continued execution of PureCycle's business plan, the expected results of tests and trials, the expected timing of commercial sales, and planned future updates. In addition, any statements that refer to projections, forecasts or other ...

Core Viewpoint - Technip Energies is undergoing a leadership transition with the planned retirement of Mr. Joseph Rinaldi as Chair of the Board at the end of his term in 2026, and the nomination of Mr. John O'Higgins and Mr. Luc Rémont to the Board to ensure a smooth transition and continued strategic direction for the company [1][2][3]. Group 1: Leadership Changes - Mr. Joseph Rinaldi will retire from the Board following the 2026 Annual General Meeting and will not seek reappointment [1]. - Mr. John O'Higgins has been nominated to succeed Mr. Rinaldi as Chair of the Board, pending shareholder approval at the 2026 AGM [1][2]. - Mr. Luc Rémont has been nominated to replace Mr. Francesco Venturini on the Board, who will also not seek reappointment this year [2]. Group 2: Board Observers - Both Mr. O'Higgins and Mr. Rémont have been appointed as Board Observers until the 2026 AGM, allowing them to participate in Board meetings prior to their official appointments [2]. Group 3: Leadership Experience - Mr. John O'Higgins has extensive experience, currently serving as Chair of Elementis plc and holding positions at Johnson Matthey plc and Oxford Nanopore Technologies plc, with a background as CEO of Spectris plc [3][4]. - Mr. Luc Rémont has served as Chair and CEO of EDF and held various leadership roles at Merrill Lynch and Schneider Electric, bringing significant experience in the energy sector [6][7]. Group 4: Company Overview - Technip Energies is a global technology and engineering company with a focus on LNG, hydrogen, sustainable chemistry, and CO2 management, contributing to critical markets such as energy and decarbonization [10]. - The company generated revenues of €7.2 billion in 2025 and is listed on Euronext Paris, with over 18,000 employees across 35 countries [11].

Summary of LyondellBasell Industries Conference Call Company Overview - **Company**: LyondellBasell Industries (NYSE:LYB) - **Date of Conference**: February 26, 2026 Key Financial Highlights - **2025 Performance**: - Record low reportable incident rate, indicating strong operational safety [4] - Cash conversion rate of 95% in 2025, with $2.3 billion generated from operations [5][6] - Issued $1.5 billion in debt to pre-finance maturities due in 2026 and 2027, reducing future maturity risks [6][7] - Ended 2025 with $3.4 billion in cash and total liquidity of $8.1 billion [7] Dividend and Capital Allocation - **Dividend Reduction**: Dividend cut to $0.69 per share, a 50% reduction, aimed at improving financial flexibility [7][8] - **Cash Improvement Plan**: - Targeted $500 million for 2026, with expectations to exceed this amount based on current visibility [8] - Over-delivered on the previous target of $600 million for 2025, achieving $800 million [8] Market Outlook - **Polyethylene (PE) Inventories**: PE inventories were four days below the 2025 average, supporting price increases [9] - **Demand Trends**: - Seasonal improvement in demand expected, particularly in North America [12] - European demand showing slight improvements, but high crude prices are impacting margins [12] - Ongoing pressures in Asia due to oversupply, but steady demand in packaging and construction sectors [13] Industry Dynamics - **Rationalization Trends**: Approximately 23 million metric tons of closures announced globally since 2020, affecting supply-demand balance positively [10] - **PMI Indicator**: Positive PMI trends observed, typically leading to improved margins within 6-9 months [11] - **Operating Discipline**: LyondellBasell maintains a disciplined approach to operating rates, prioritizing cash generation over volume [46][47] Strategic Initiatives - **Artificial Intelligence (AI) Deployment**: Focus on cost structure optimization through AI, particularly in preventive maintenance and contract reviews [30][31] - **MoReTec-1 Project**: Chemical recycling facility in Germany expected to start in the first half of 2027, with strong demand anticipated [84][85] - **APS Business Strategy**: APS is undergoing a turnaround with a goal to reach $500 million in EBITDA, focusing on synergies and circularity [79][82] Regulatory Environment - **European Regulations**: Supportive regulatory environment for recycled plastics, with the approval of the Single-Use Plastics Directive [84][89] - **Carbon Tax Discussions**: Ongoing discussions regarding carbon trading systems in Europe, with potential positive impacts on the industry [86][89] Challenges and Considerations - **Debt Structure and Ratings**: Ongoing dialogue with rating agencies to maintain investment-grade status, critical for capital allocation [24][25] - **Market Pressures**: Navigating high costs associated with shutdowns and environmental regulations, particularly in Europe [62][63] Conclusion - LyondellBasell is focused on maintaining financial flexibility through disciplined cash management and strategic investments while navigating a challenging market environment. The company is optimistic about future demand trends and regulatory support for sustainable practices.

Core Insights - Technip Energies reported a successful FY 2025 with record revenue of €7.2 billion and EBITDA of €638 million, demonstrating strong execution and high free cash flow generation [3][4][5] - The company announced an 18% increase in annual dividend and a €150 million share buyback program, reflecting confidence in future growth [3][4] - Technip Energies is positioned for significant projects in 2026, particularly in LNG developments across various regions [3][4] Financial Performance - Revenue for FY 2025 was €7,186.5 million, a 5% increase from €6,854.8 million in FY 2024 [5][23] - Recurring EBITDA rose to €637.9 million, up 5% from €608.0 million in the previous year, maintaining an EBITDA margin of 8.9% [5][23] - Net profit decreased to €363.8 million from €390.3 million in FY 2024, with diluted earnings per share at €2.04 compared to €2.16 [5][7] Business Segments - Project Delivery segment revenue increased by 10% to €5,366.3 million, with recurring EBITDA of €432.4 million [25][26] - Technology, Products & Services segment revenue decreased by 9% to €1,820.2 million, but recurring EBITDA increased by 1% to €260.4 million, with an improved EBITDA margin of 14.3% [35][36] Order Intake and Backlog - Adjusted order intake for FY 2025 was €4,636 million, resulting in a book-to-bill ratio of 0.6 [15][18] - The backlog at the end of FY 2025 was €15,955.4 million, down 18% from €19,556.0 million in FY 2024 [20][19] Strategic Initiatives - The acquisition of Advanced Materials & Catalysts (AM&C) was completed, enhancing Technip Energies' technology and product offerings [3][43] - The company is focusing on sustainability, achieving a 46% reduction in scope 1 and 2 emissions compared to 2021, and launching a 2030 sustainability roadmap [61][64] Future Guidance - For FY 2026, Technip Energies anticipates Project Delivery revenue between €6.3 billion and €6.7 billion, with an EBITDA margin of approximately 8% [4][8] - Technology, Products & Services revenue is expected to be between €2.0 billion and €2.2 billion, with an EBITDA margin of around 14.5% [4][8]

Core Insights - Crown Holdings is committed to reducing scope 1 and 2 emissions by 50% by 2030 and aims for a 20% reduction in water usage by 2025, emphasizing the need for ambitious production strategies to meet these targets [1][2] Sustainability Strategy - The company integrates growth into its sustainability strategy, maintaining absolute targets for reducing greenhouse gas emissions and water usage despite growth [2][3] - Crown's Twentyby30 program includes 20 ESG goals to be achieved by 2030, focusing on enhancing recycling rates and promoting circularity in packaging [3][4] Industry Trends - The aluminum food and beverage can sector is expected to experience strong growth, and Crown aims to leverage this while advancing sustainability efforts [5] - There is a growing consumer awareness regarding circularity and recycling, particularly in Europe and the U.S., which is influencing Crown's sustainability initiatives [3][9] Regional Approaches - Different regions have unique pathways for sustainability, with Brazil achieving over 97% can collection rates, while the U.S. is working on improving collection systems and consumer awareness [8][10] - In Europe, established collection systems and extended producer responsibility contribute to higher recycling rates compared to the U.S. [10] Innovation and Material Usage - Crown focuses on lightweighting cans and developing recycling-friendly alloys in collaboration with suppliers to reduce material usage [12][13] - The company is exploring the use of "green steel" with a reduced carbon footprint as part of its material innovation strategy [14] Consumer Engagement and Market Dynamics - There is an increasing emphasis on the carbon footprint of products, especially in the food and beverage sector, which is critical for consumer-facing companies [17][18] - While some customers have adjusted their sustainability targets, there remains a strong interest in carbon footprint reduction and net-zero pathways [17] Water Management - Crown has set water replenishment goals but faces challenges in implementing projects due to the need for long-term commitments and collaboration with NGOs [19] Reuse and Packaging Systems - The company acknowledges the potential for refillable packaging systems but emphasizes that single-use products are essential in certain consumer spaces [20][21]

Core Insights - Republic Services, Inc. has been recognized as one of the World's Most Admired Companies by Fortune for the fifth time, highlighting its strengths in social responsibility, innovation, quality of management, financial soundness, and long-term investment value [1][2] Group 1: Recognition and Awards - The company ranked high in a comprehensive survey evaluating around 1,500 candidates across nine criteria related to corporate reputation, including investment value and management quality [2] - Republic Services has also been recognized as one of Ethisphere's World's Most Ethical Companies for the seventh time and certified as a Great Place to Work for the ninth consecutive year [3] Group 2: Company Overview - Republic Services, Inc. is a leader in the environmental services industry, offering a complete set of products and services such as recycling, solid waste, special waste, hazardous waste, and field services [4] - The company's commitments to advance circularity and support decarbonization align with its vision to partner with customers for a more sustainable world [4]

Core Viewpoint - Technip Energies will release its full year 2025 financial results on February 26, 2026, and will host a conference call to discuss these results on the same day [2]. Group 1: Financial Results Announcement - The full year 2025 financial results will be published at 07:30 CET on February 26, 2026 [2]. - A conference call will take place at 13:00 CET on the same day to discuss the results [2]. - Participants can join the conference call using specific telephone numbers provided for France, the UK, and the US, with a conference code of 880901 [2]. Group 2: Company Overview - Technip Energies is a global technology and engineering company with a focus on LNG, hydrogen, ethylene, sustainable chemistry, and CO2 management [3]. - The company generated revenues of €6.9 billion in 2024 and is listed on Euronext Paris [4]. - Technip Energies employs over 17,000 people across 34 countries, emphasizing sustainability and innovation in its operations [4].