Chemical Manufacturing
Search documents
LyondellBasell: Dividend Sustainability Hinges On Downcycle, Not Management
Seeking Alpha· 2025-10-17 15:24
Core Insights - LyondellBasell Industries N.V. (NYSE: LYB) is attracting attention due to its high dividend yield of over 11%, which is categorized as "can't-be-true" [1] Company Analysis - The company has a significant dividend yield that stands out in the market, indicating potential investment interest [1] Market Perspective - The article reflects on the author's extensive investment experience since 1999, emphasizing the importance of identifying undervalued equities with long-term potential [1]
FutureFuel Announcement and Update.
Globenewswire· 2025-10-15 13:00
Core Insights - FutureFuel Corp. has announced updates regarding its business operations, including new production capabilities and strategic decisions related to biodiesel and corporate structure [1]. Chemicals - The company has initiated a new specialty chemical production investment, which will enhance vertical integration and provide products to the market. Production volume is expected to increase throughout Q4 2025, contributing significantly to sales starting in Q1 2026 [2]. Biodiesel - In June 2025, FutureFuel decided to idle its biodiesel production due to regulatory uncertainties and high input costs. However, recent clarity regarding support under IRA 45Z and improved input market conditions have led to optimism about restarting biodiesel production in Q4 2025 [3]. Headquarters Location - FutureFuel will close its remote headquarters in St. Louis, Missouri, consolidating all corporate activities and key personnel at its Batesville, Arkansas production facility to streamline operations [4]. Company Overview - FutureFuel is a manufacturer of diversified chemical products, including custom and performance chemicals, as well as biofuels. Its product portfolio includes specialty chemicals for specific customers and multi-customer applications, with a focus on biodiesel production in its biofuels segment [5].
Jefferies: Eastman’s (EMN) Recovery May Accelerate in Late 2025 with Rate Cut Tailwinds
Yahoo Finance· 2025-10-15 06:30
Core Viewpoint - Eastman Chemical Company (NYSE:EMN) is recognized as a potential investment opportunity, particularly due to its strong dividend history and resilience in certain operational segments despite macroeconomic challenges [2][3][5]. Group 1: Price Target and Ratings - Jefferies has revised its price target for Eastman Chemical to $78 from $81 while maintaining a Buy rating on the stock [2]. - The adjustment in price target is attributed to ongoing macroeconomic uncertainty and anticipated demand challenges through the end of 2024 [3]. Group 2: Operational Resilience - Eastman Chemical shows resilience in specific segments such as personal care, aerospace and defense, and water treatment [3]. - Despite the overall pressure in cyclical markets, the company is expected to benefit from ongoing cost reductions and the scaling up of methanolysis facilities [4]. Group 3: Future Outlook - Limited signs of broad economic recovery are noted in the near term, but potential tailwinds from interest rate cuts may emerge in the second half of 2025 [4]. - Earnings per share are anticipated to improve due to cost management and operational scaling [4]. Group 4: Dividend Highlights - Eastman Chemical has increased its dividend payouts for 15 consecutive years, demonstrating a strong commitment to shareholder returns [5]. - The current quarterly dividend is $0.83 per share, with a dividend yield of 5.48% as of October 14 [5].
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Tronox Holdings Plc of Class Action Lawsuit and Upcoming Deadlines - TROX
Globenewswire· 2025-10-14 21:48
NEW YORK, Oct. 14, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Tronox Holdings Plc (“Tronox” or the “Company”) (NYSE: TROX). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. The class action concerns whether Tronox and certain of its offi ...
Ajinomoto (OTCPK:AJIN.Y) Earnings Call Presentation
2025-10-14 00:00
Ajinomoto Group's Latin America Strategy - The Ajinomoto Group aims to enhance corporate value in Latin America by focusing on Food and Bio & Fine Chemicals businesses, accelerating sustainability efforts with "AminoScience," and promoting organic growth and new business development[3] - The Latin America Division is structured around Brazil and Peru, with headquarters flexibly managing regional operations[4] Ajinomoto do Brasil (ABR) Overview - ABR's FY2024 sales amounted to approximately 3500 million BRL (approximately 100 billion JPY), contributing to the Ajinomoto Group's total sales of 1530 billion JPY[39] - ABR's sales composition in FY2024 was approximately 50% Food, 30% Food Ingredients & Agriculture (FI & Agri), and 20% Bio & Fine Chemicals (BF)[43] - ABR's Food business is experiencing steady expansion, with a CAGR of 9% from FY2018 to FY2024, driven by the strong growth of the Seasonings segment[53, 54] Market Presence and Growth - Tempero SAZÓN® flavor seasoning holds approximately 70% market share in Brazil, with a brand recognition rate of 96%[21, 64] - AJI-NO-MOTO® umami seasoning has approximately 98% recognition rate in Brazil[21] - Peru's Aji-no-men® instant noodles and Doña Gusta® flavor seasoning have approximately 98% and 80% market share, respectively[21] - Sales in Latin America are forecasted to reach approximately 125 billion JPY in FY2024, with CAGR from FY2018-2024 of 8% in Brazil, 14% in Peru and 18% in other neighboring countries[19] Sustainability and Innovation - ABR is participating in the "Recovery of Degraded Pasture Verification Study" to contribute to environmental and societal well-being through its Agri business[79] - AjiProTM-L initiatives in Brazil aim to reduce GHG emissions by approximately 1 t-CO2 eq per head per year and lower feed costs by approximately $100 per head per year[92] - ABR is actively engaged in Digital Transformation (DX) initiatives across all areas, including the implementation of AI, with Sales 6X YoY in FY2024[107, 108]
DOW DEADLINE: ROSEN, A TOP RANKED LAW FIRM, Encourages Dow Inc. Investors with Losses in Excess of $100k to Secure Counsel Before Important Deadline in Securities Class Action – DOW
Globenewswire· 2025-10-13 23:12
Core Points - Rosen Law Firm is reminding investors who purchased Dow Inc. securities between January 30, 2025, and July 23, 2025, of the October 28, 2025, lead plaintiff deadline for a class action lawsuit [1] - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1] Group 1: Class Action Details - A class action lawsuit has been filed against Dow Inc. for allegedly making false and misleading statements regarding its financial condition and ability to manage macroeconomic challenges [4] - The lawsuit claims that Dow overstated its ability to mitigate macroeconomic and tariff-related headwinds, and understated the negative impacts of competitive pressures, softening global sales, and product oversupply [4] - Investors are encouraged to join the class action by submitting a form or contacting the law firm for more information [2][5] Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest settlement against a Chinese company at the time and being ranked No. 1 for securities class action settlements in 2017 [3] - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [3] - Founding partner Laurence Rosen has been recognized as a Titan of Plaintiffs' Bar by Law360 [3]
Lost Money on Dow Inc.(DOW)? Join Class Action Suit Seeking Recovery – Contact The Gross Law Firm
Globenewswire· 2025-10-13 20:00
Core Viewpoint - The Gross Law Firm is notifying shareholders of Dow Inc. regarding a class action lawsuit due to alleged misleading statements and failure to disclose critical information during a specified class period [1][3]. Summary by Sections Class Period and Allegations - The class period for the lawsuit is from January 30, 2025, to July 23, 2025 [3]. - Allegations include that Dow Inc. overstated its ability to manage macroeconomic and tariff-related challenges, and failed to adequately disclose the negative impacts of these challenges on its business and financial condition [3]. Financial Implications - The complaint suggests that Dow's public statements were materially false and misleading, particularly regarding competitive pressures, declining global sales, and an oversupply of products in the market [3]. Next Steps for Shareholders - Shareholders are encouraged to register for the class action by October 28, 2025, to potentially be appointed as lead plaintiffs [4]. - Once registered, shareholders will receive updates on the case through portfolio monitoring software [4]. Law Firm's Commitment - The Gross Law Firm aims to protect investors' rights and ensure companies adhere to responsible business practices [5].
DOW DEADLINE: ROSEN, LEADING INVESTOR RIGHTS COUNSEL, Encourages Dow Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – DOW
Globenewswire· 2025-10-10 18:32
Core Viewpoint - Rosen Law Firm is reminding investors who purchased Dow Inc. securities between January 30, 2025, and July 23, 2025, of the October 28, 2025, deadline to become lead plaintiffs in a class action lawsuit [1][2]. Group 1: Class Action Details - A class action lawsuit has been filed against Dow Inc. for allegedly making false and misleading statements regarding its financial condition and ability to manage macroeconomic challenges [4]. - The lawsuit claims that Dow overstated its ability to mitigate macroeconomic and tariff-related headwinds, and understated the negative impacts of competitive pressures, softening global sales, and product oversupply [4]. - Investors who purchased Dow securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1][2]. Group 2: Legal Representation - Investors are encouraged to select qualified legal counsel with a proven track record in securities class actions, as many firms may lack the necessary experience and resources [3]. - The Rosen Law Firm has a history of successful settlements, including the largest securities class action settlement against a Chinese company at the time, and has recovered hundreds of millions of dollars for investors [3]. - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013 [3].
X @Bloomberg
Bloomberg· 2025-10-10 16:55
Industry Concerns - German chemical companies express concerns that high carbon allowance costs are harming Europe's competitiveness [1] - Multiple sectors are advocating for the easing of climate measures to support struggling industries [1]
German Chemical Makers Say Carbon Costs Damage Europe’s Edge
MINT· 2025-10-10 16:01
Core Viewpoint - German chemical companies are expressing concerns that high carbon allowance costs are undermining Europe's competitiveness, prompting calls for adjustments in the emissions trading system to support struggling industries [1][3]. Group 1: Industry Concerns - Leading firms such as BASF SE and SKW Stickstoffwerke Piesteritz GmbH are advocating for exemptions in the emissions trading system as costs are expected to rise with the phase-out of free certificate allocations starting next year [1]. - The chairman of SKW Piesteritz highlighted that carbon prices in Europe are five times higher than in other regions, posing a significant threat to the industry's survival, even more so than previously high gas prices [2]. - The chemical sector is intensifying lobbying efforts against the EU's climate policies due to ongoing crises, with German chemical plants operating at only 72% capacity in Q2, marking the lowest level in over 30 years [3]. Group 2: Government and Policy Response - The German ruling coalition is supporting struggling industries, with Chancellor Friedrich Merz advocating for more flexibility in the EU's 2035 ban on new combustion-engine vehicles to aid automakers [4]. - The European Commission is working on enhancing the Carbon Border Adjustment Mechanism to protect domestic industries, but the current review will not address the chemical sector [4]. - BASF SE has stated that the existing carbon market scheme is detrimental to the competitiveness of energy-intensive basic material production in Europe, warning that failure to reform the CBAM could lead to increased relocation of emission-intensive production [5].