Core Insights - LyondellBasell Industries N.V. is recognized as one of the 10 highest dividend-paying stocks in the S&P 500, indicating its strong position in the market [1] - The company is a major player in the global chemicals, plastics, and polymers sector, with applications in packaging, automotive, and building materials [2] - LyondellBasell is focusing on expanding its Circular and Low Carbon Solutions business while exiting the refining sector, which reflects a strategic shift towards sustainability [3] Dividend Performance - The company currently pays a quarterly dividend of $1.37 per share, marking a 2.2% increase in May and the 15th consecutive year of dividend growth [4] - As of September 27, the stock boasts a dividend yield of 11.08%, making it an attractive option for income-focused investors [4] Market Position and Strategy - The cyclical nature of the chemical industry presents challenges, but LyondellBasell appears well-positioned to maintain its dividend payouts through improved market conditions [2] - The company's strategy includes enhancing efficiency and cost management, which could further support its financial stability and dividend sustainability [3]

Core Points - Avient Corporation (NYSE: AVNT) plans to release its third quarter 2025 earnings on November 5, 2025, before the market opens [1] - A webcast with a slide presentation will be held at 8:00 a.m. Eastern Time on the same day [1] - Participants in the conference call must pre-register to receive the dial-in number and personal PIN for the Q&A session following the presentation [2] Company Overview - Avient Corporation is focused on being an innovator of materials solutions that support customer success while promoting sustainability [4] - The company employs over 9,000 individuals globally, leveraging collective strengths to innovate solutions that address customer challenges and capitalize on market opportunities [4] - Avient's product portfolio includes colorants, advanced composites, functional additives, engineered materials, and Dyneema®, recognized as the world's strongest fiber [4]

Core Viewpoint - DuPont de Nemours, Inc. has completed its Exchange Offers for its outstanding notes, allowing eligible holders to exchange existing notes for new notes with specific terms and conditions [1][3][4]. Exchange Offers Summary - The Exchange Offers for the 2028, 2038, and 2048 Notes expired on September 30, 2025, at 5:00 p.m. New York City time [2]. - Eligible holders of the Existing Notes were offered a Total Consideration of $950 principal amount of New Notes plus $50 principal amount of New Notes and $2.50 in cash for each $1,000 principal amount of Existing Notes tendered [3][12]. - As of the Expiration Date, DuPont accepted for exchange all validly tendered 2028 Notes, totaling an aggregate principal amount of $1,584,398,000, which represents 70.42% of the outstanding amount [4][5]. Consent Solicitation Summary - DuPont received the requisite number of consents to adopt Proposed Amendments for the 2028 Notes, executing a supplemental indenture effective upon execution [4]. - However, the requisite consents were not received for the 2038 and 2048 Notes, leading DuPont to waive the Minimum Tender Condition and accept all tendered notes for these series [8]. New Notes Details - The New 2028 Notes will maintain the same interest rate, payment dates, and maturity date as the existing 2028 Notes, with the first interest payment including accrued interest from the tendered 2028 Notes [7][12]. - The New 2038 and 2048 Notes will similarly reflect the terms of their respective existing notes, ensuring that holders receive equivalent interest payments [12]. Future Plans - DuPont plans to redeem additional New 2028 Notes and/or existing 2028 Notes following the Intended Electronics Separation, targeting an aggregate principal amount equal to the Exchange Sublimits [9].

Core Viewpoint - Berkshire Hathaway is in negotiations to acquire Occidental Petroleum's chemical unit, OxyChem, for approximately $10 billion, which would be its largest acquisition since 2022 [1][2]. Group 1: Company Overview - Occidental Petroleum, based in Houston, has a market capitalization of about $46 billion and is primarily known for its oil and gas operations [2]. - OxyChem generates nearly $5 billion in revenue for the year ending June, producing products used in disinfecting water, battery recycling, and paper production [2]. Group 2: Investment Context - If the acquisition is finalized, it would represent Berkshire's second significant investment in the chemicals sector, following the purchase of Lubrizol in 2011 for nearly $10 billion [2]. - Berkshire Hathaway is already Occidental's largest shareholder, having increased its stake to around 28% after providing $10 billion for preferred shares to help finance Occidental's $38 billion acquisition of Anadarko Petroleum [5]. Group 3: Financial Background - Berkshire's last major acquisition was the $11.6 billion purchase of Alleghany in 2022 [4]. - Occidental has been actively selling assets to reduce its debt, having repaid $7.5 billion by August, while Berkshire holds record cash reserves of approximately $344 billion as of June [5].

Exclusive: Warren Buffett’s Berkshire Hathaway is in talks to buy Occidental Petroleum’s chemical unit for $10 billion, in what would be its largest deal since 2022 https://t.co/bjt30Pxkje ...

Core Insights - Dow Inc. has launched DOWSIL 5-1050 Polymer Processing Aid (PPA) as a safer alternative to fluoropolymer-based PPAs for film packaging, addressing the industry's demand for high-quality films [1][9] - The new PPA is designed to mitigate melt fracture and die lip buildup, enhancing the manufacturing process and product quality [1][9] Company Overview - Dow is a key player in the chemical industry, alongside DuPont, Eastman Chemical, and Air Products, with extensive experience in compounding and extrusion [2] - The company focuses on sustainable innovations by integrating silicone additives into plastics [2] Product Details - DOWSIL 5-1050 PPA is supplied as a masterbatch with a silicone additive in a polyethylene carrier, facilitating its use in extrusion processes [3] - The product complies with EU and FDA safety regulations, ensuring its suitability for food packaging [3] - It has demonstrated effectiveness at an industrial scale, reducing downtime and scrap while improving film surface quality and visual appeal [3][4] Market Context - The packaging industry is transitioning away from fluoro-based PPAs, creating a demand for compliant alternatives like DOWSIL 5-1050 [4] - Dow's strategic initiatives are aimed at navigating industry challenges, including the emergence of new market entrants that are causing oversupply [5] Competitor Insights - DuPont projects consolidated net sales of approximately $12,850 million and adjusted EPS of about $4.40 for the third quarter of 2025 [6] - Eastman Chemical anticipates a challenging macroeconomic environment but expects to benefit from cost-reduction initiatives and higher revenues from its methanolysis facility [7] - Air Products is focusing on near-term projects and has updated its adjusted EPS guidance for fiscal 2025 to a range of $11.90 to $12.10 [8]

Looking into the current session, DuPont de Nemours Inc. (NYSE: DD) shares are trading at $76.89, after a 0.93% spike. Moreover, over the past month, the stock went up by 1.45%, but in the past year, decreased by 12.55%. Shareholders might be interested in knowing whether the stock is undervalued, even if the company is performing up to par in the current session. Evaluating DuPont de Nemours P/E in Comparison to Its PeersThe P/E ratio measures the current share price to the company's EPS. It is used by lon ...

LOS ANGELES, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP reminds investors of the upcoming November 3, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Tronox Holdings PLC (“Tronox” or the “Company”) (NYSE: TROX) common stock between February 12, 2025 and July 30, 2025, inclusive (the “Class Period”). IF YOU SUFFERED A LOSS ON YOUR TRONOX INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS T ...

Core Insights - Methanex Corporation (MEOH) has announced new strategic partnerships to expand methanol bunkering operations in the ARA region and South Korea [1][4]. Group 1: Partnerships and Collaborations - The company is collaborating with TankMatch in the ARA region for barge-to-ship methanol bunkering, building on a prior arrangement between OCI Global and UniBarge [2]. - In South Korea, Methanex is partnering with Alpha Maritime and Hyodong Shipping to facilitate last-mile bunkering operations [2]. Group 2: Strategic Importance - These partnerships enhance Methanex's role in the marine energy transition, enabling safe and reliable methanol fueling in two of the world's busiest trade corridors [3]. - The company leverages its expertise in local bunkering operations and a reliable global supply chain to provide a fully integrated methanol fuel solution [3]. Group 3: Safety and Compliance - Methanex has developed a comprehensive safety package and technical guidance for bunkering operators and shipping companies, utilizing its experience with methanol-fueled tankers through its subsidiary, Waterfront Shipping [3]. - As demand for low-carbon methanol increases, Methanex is expanding its logistics and supply chain to meet regulatory requirements and ensure high shipping standards [4]. Group 4: Market Performance - MEOH's shares have decreased by 2% over the past year, contrasting with the industry's decline of 27.3% [4]. - The company currently holds a Zacks Rank 1 (Strong Buy), indicating positive market sentiment [5].

Investment Rating - The industry view is rated as Attractive [7] Core Insights - The MS Capex Tracker indicates that US next twelve months (NTM) capital expenditure intentions have accelerated to +20% through Q3, up from +10% at the start of the year, primarily driven by Data Center investments [3][4] - The report highlights a significant positive rate of change in capital expenditure, particularly from US Hyperscalers, which aligns with the "Data Center vs Everything Else" theme [3] - There is potential for manufacturing capital expenditure to increase further into 2026 due to improved tariff policies, supporting the $10 trillion reshoring thesis [3][4] - The report identifies key companies well-positioned for growth, including Trane Technologies (TT), Eaton Corporation (ETN), Johnson Controls International (JCI), Vertiv Holdings (VRT), Rockwell Automation (ROK), and Acuity Inc. (AYI) [3] Summary by Relevant Categories Capital Expenditure Trends - NTM capital expenditure leaders include Hyperscalers (+78%), Tech Hardware (+20%), Utilities (+18%), and Aerospace (+12%) [9] - Laggards in capital expenditure include IT (-14%), Chemicals (-9%), Automotive (-7%), Food & Beverage (-6%), Semiconductors (-4%), and Energy (-3%) [9] Rate of Change in Capital Expenditure - The rate of change for NTM capital expenditure shows leaders such as Hyperscalers (+38%) and Tech Hardware (+20%), while laggards include Chemicals (-16%) and IT (-16%) [12]