Core Viewpoint - A class action lawsuit has been filed against Tronox Holdings PLC for allegedly failing to disclose accurate business prospects and misleading investors regarding its revenue outlook and growth potential [1][2]. Allegations - The complaint claims that Tronox misrepresented its ability to forecast demand for its titanium dioxide (TiO2) and zircon products, while downplaying risks associated with seasonality and macroeconomic factors [2]. - Tronox's optimistic margin growth goals and reassurances about demand were found to be unrealistic, as the company was not prepared to handle demand fluctuations [2]. Financial Impact - On July 30, 2025, Tronox reported a significant decline in TiO2 sales, attributing it to a weaker coatings season and increased competition [3]. - Following this announcement, Tronox revised its 2025 financial outlook, lowering its revenue guidance and cutting its dividend by 60%, leading to a stock price drop from $5.14 to $3.19 per share, a decline of approximately 38% [3]. Class Action Participation - Shareholders may be eligible to participate in the class action against Tronox, with a deadline to file as lead plaintiff by November 3, 2025 [4]. - Shareholders can choose to remain absent from the case while still being eligible for recovery [4]. Company Background - Robbins LLP is noted for its focus on shareholder rights litigation, aiming to help shareholders recover losses and improve corporate governance since 2002 [5].

NEW YORK, Sept. 04, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of securities of Dow Inc. (NYSE: DOW) between January 30, 2025 and July 23, 2025, both dates inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than October 28, 2025. SO WHAT: If you purchased Dow Inc. securities during the Class Period y ...

Core Viewpoint - Investors have until October 28, 2025, to file lead plaintiff applications in a securities class action lawsuit against Dow Inc. for failing to disclose material information during the Class Period from January 30, 2025, to July 23, 2025 [1][3]. Company Performance - On July 24, 2025, Dow disclosed a 2Q 2025 non-GAAP loss per share of $0.42, significantly larger than the expected loss of approximately $0.17 to $0.18 per share [4]. - The company reported net sales of $10.1 billion, which represents a 7.3% year-over-year decline and missed consensus estimates by $130 million [4]. - Dow announced a dividend cut from $0.70 per share to $0.35 per share, citing the need for financial flexibility in a challenging macroeconomic environment [4]. - Following the earnings announcement, Dow's share price fell by $5.30, or 17.45%, closing at $25.07 per share on July 24, 2025 [4]. Legal Context - The lawsuit against Dow and certain executives is based on allegations of failing to disclose material information, which is a violation of federal securities laws [3]. - The case is officially titled Sarti v. Dow Inc., No. 25-cv-12744 [5]. Investor Resources - ClaimsFiler provides a free service for investors to access information regarding securities class action settlements and offers assistance in filing claims [6]. - Investors can register for free, upload portfolio data, and submit inquiries for case evaluations [6].

LOS ANGELES, Sept. 3, 2025 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Dow Inc. ("Dow" or "the Company") (NYSE: DOW) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.Investors who purchased the Company's securities between January 30, 2025 and July 23, 2025, inclusive (the "Class Period"), are encouraged to ...

Summary of Key Points from the Conference Call Industry Overview - The conference call primarily discusses the **Global Chemicals Cracker** industry, focusing on the dynamics of chemical demand and supply, particularly in relation to tariffs and manufacturing activity [1][2]. Core Insights and Arguments - **Chemical Demand Risks**: There is a potential downside to manufacturing as more supply is being shut down. The reversal of pre-emptive inventory builds due to tariffs could pose unexpected risks to chemical demand [1][2]. - **Supply Rationalization**: Despite announcements of supply rationalization, it appears insufficient to rebalance markets. The average spread in August remained flat, with a notable increase in EU TDI prices offset by declines in Asia [1][2]. - **Capacity Reductions**: Ten Korean companies are set to reduce naphtha cracking capacity by approximately 2.7-3.7 million tons, representing 18-25% of total capacity. Korea accounts for 6% of global ethylene/propylene capacity [2]. - **China's Supply Dynamics**: China's Ministry of Industry and Information Technology (MIIT) may phase out smaller refining and chemical facilities, but older crackers owned by Sinopec and PetroChina are expected to see upgrades, leading to net supply additions rather than closures [2]. - **Global Economic Indicators**: Citi's global economic surprise index increased in July but has since fallen in August, primarily due to China. Industrial production in China expanded by 6% YoY in July, but austerity measures are beginning to impact demand [2]. Margin and Performance Analysis - **Margin Trends**: The average spread was stable month-over-month in August, with lower spreads in Asia offset by TDI in Europe. BASF's average weighted spread decreased by approximately 1% month-over-month, indicating a potential EBITDA of around €7.3 billion, which is about 3% below consensus [3][10]. - **Sector Performance**: The chemical sector's weak performance in Q2 suggests that chemical demand has not significantly benefited from pre-buying. The outlook for September is critical to assess demand trends for the remainder of 2025 [2][3]. Company-Specific Developments - **BASF**: The company reported a marginal decline in its weighted average spread for chemicals and materials, translating to a negative net pricing impact of approximately €0.1 billion for the second half of the year [10]. - **Arkema**: European acrylic acid margins were flat month-over-month, but margins in China dropped by about 22% due to lower prices. Arkema is viewed positively for its long-term earnings resilience [10]. - **Clariant**: The company is favored for its defensive portfolio, which is less reliant on commodity pricing and more focused on higher quality end markets [10]. - **Dow Chemical**: Dow announced a 50% cut to its dividend due to a prolonged soft commodity cycle and missed Q2 earnings expectations [15]. - **LG Chem**: The company is focusing on high-value-added products amid industry oversupply, with a realistic outlook on cathode shipment guidance [14]. Additional Important Insights - **Market Sentiment**: The overall sentiment in the chemical industry remains cautious, with expectations of continued low margin conditions for the rest of the year [11][15]. - **Investment Recommendations**: Within diversified chemicals, companies such as AKE, CLN, EVK in Europe, and LG Chem, PChem, and Kumho in Asia are highlighted as favorable investment opportunities [4][10]. This summary encapsulates the key points discussed in the conference call, providing insights into the current state and future outlook of the global chemicals cracker industry.

Core Viewpoint - Dow Inc. has faced significant challenges leading to a 50% reduction in its dividend, raising concerns for dividend investors about the company's financial stability and recovery prospects [1][2][12]. Financial Performance - The company's previous annual dividend of $2.80 resulted in a yield around 10% since early April, but this was overshadowed by a steep decline in stock value, losing over half its value before the dividend cut announcement [1][2]. - The quarterly dividend was reduced from $0.70 to $0.35 per share, aligning better with free cash flow and reducing strain on the balance sheet [3][4]. Market Conditions - Despite a recent 20% rebound in stock price, shares remain approximately $5 or 20% below pre-dividend cut levels, indicating ongoing market volatility [7]. - Dow's sales decreased by 7% year-over-year across all business units, reflecting weak global demand and margin pressure due to pricing weakness [8]. Future Outlook - The company faces significant uncertainty with no clear evidence of demand recovery, pricing improvement, or earnings stability, making it difficult to predict a turnaround [5][6][10]. - The upcoming Q3 earnings report on October 23 will be a critical checkpoint for assessing the company's recovery trajectory [5][13]. Investment Considerations - The current dividend yield of approximately 5.8% may appear attractive compared to the broader S&P 500, but the underlying risks and weak fundamentals suggest caution for income-focused investors [4][12]. - Analysts have suggested that Dow should consider suspending the dividend entirely to conserve cash amid ongoing geopolitical headwinds and execution challenges [8][9].

在出口方面，南非出口量占非洲出口总量的三分之二多，同时也是硝酸盐出口增长最快的国家，2013- 2024年期间年均增长19.3%。 8月24日，国际商贸信息平台IndexBox发布2024年非洲硝酸盐（不包括钾基硝酸盐）的产销和进出口情 况。 在生产方面，南非是非洲硝酸盐产量最大的国家，达7.5万吨，约占非洲总产量的42%，是第二大生产 国埃及2.7万吨的近三倍，阿尔及利亚以1.7万吨产量排名第三。2013-2024年期间，南非硝酸盐产量年均 增长20.3%，大幅领先埃及（2.2%）和阿尔及利亚（2.0%）。 在消费方面，摩洛哥人均年消费量为0.637公斤，居非洲首位，全国总消费量达2.5万吨位居非洲第二， 仅次于埃及（2.8万吨）。 报告预测，未来十年非洲硝酸盐市场将以每年1.3%的增速持续增长。 在进口方面，摩洛哥以2.5万吨进口量排名第一，占非洲总进口量的38%，南非和赞比亚位列二、三 名，分别为1.3万吨和4800吨。2013-2024年期间，摩洛哥硝酸盐采购量年增长29.7%。 ...

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices by Dow Inc. and its officers or directors, following a significant decline in the company's stock price after disappointing financial results were reported [1][3]. Financial Performance - Dow reported net sales of $10.1 billion for Q2 2025, which represents a 7% decrease year-over-year and a 3% decline sequentially [3]. - The decline in net sales was attributed to decreases across all operating segments, despite seasonally higher demand in Performance Materials & Coatings [3]. - Following the financial results announcement, Dow's stock price fell by $5.30 per share, or 17.45%, closing at $25.07 per share on July 24, 2025 [3]. Corporate Actions - Dow's CEO indicated that the company is adjusting its dividend to maintain a balanced capital allocation framework [3].

Financial Data and Key Metrics Changes - Revenues decreased by more than 3% year on year due to lower lithium prices compared to earlier in the year [7] - Lithium sales volumes from the Salar De Atacama were almost flat compared to last year, impacted by lower prices triggering contract floors [8] - The company expects yearly sales volume from Chilean operations to increase by at least 10% versus 2024 [9] Business Line Data and Key Metrics Changes - Iodine was the most profitable segment in Q2 with an adjusted gross margin of 57%, contributing over 50% to total company gross profit [9] - The specialty plant nutrition business remained stable, reflecting resilient demand across key markets [10] - Potassium volumes were lower as guided, but prices remained firm [11] Market Data and Key Metrics Changes - Strong demand growth for lithium is observed from EV and BEST sectors, particularly in China and Europe [7] - Lithium carbonate prices in China have been recovering, with expectations for higher sales prices in Q3 compared to Q2 [33] - The company anticipates that sales in the second semester of the year will be higher than the first semester and higher than the second semester of last year [33] Company Strategy and Development Direction - The company is confident in capturing strong fundamentals of the lithium market while delivering solid results across all businesses [11] - The expansion decision for Mt. Holland will not be made in 2025, with periodic reviews planned for the following year [16] - The company aims to maintain production at full capacity and expand in line with expected market growth [34] Management's Comments on Operating Environment and Future Outlook - Management noted a change in market dynamics with recent price improvements and strong demand growth [7] - The iodine market is expected to see solid fundamentals, with demand growth anticipated next year if capacity is available [20] - The company remains optimistic about the business outlook, citing strong demand and a positive price environment despite volatility [70] Other Important Information - The Tijuana refinery is now complete and has delivered its first product on spec, on budget, and on time [8] - The company is working on the Salar Futuro project, with environmental studies expected to be submitted next year [43][44] - The company is investing significantly to increase iodine supply to meet customer needs [51] Q&A Session Summary Question: What is the midterm or long-term goal for SPN? - The strategy involves growing volume and adding services and products to maintain a solid brand and pricing [14] Question: What is the current thinking on the Mt. Holland expansion? - The expansion decision will not be made in 2025, with ongoing engineering studies and approvals [16] Question: What will break iodine prices? - Demand is expected to grow, but supply constraints due to environmental restrictions may limit growth [52] Question: What is the current status of the deal with Codelco? - The process is moving positively, with expectations for completion in the next few weeks [66] Question: What is the current lithium inventory level? - The company expects to have close to 230,000 metric tons of lithium inventory, aligning with projected sales [68]

Group 1: Hawkins (HWKN) - Hawkins distributes, blends, and manufactures bulk and specialty chemicals and health and nutrition products across various industries [1] - The company has a Zacks Rank of 1 (Strong Buy) and a 0.9% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [1] - Hawkins' shares increased by 35.3% over the last three months, outperforming the S&P 500's gain of 7.9%, and holds a Momentum Score of A [2] Group 2: Talen Energy Corporation (TLN) - Talen Energy owns and operates power infrastructure primarily in the United States [2] - The company has a Zacks Rank of 1 and a 7.6% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [2] - Talen Energy's shares gained 52.6% over the last three months, significantly exceeding the S&P 500's gain of 7.9%, and has a Momentum Score of B [3] Group 3: Magic Software Enterprises (MGIC) - Magic Software develops, markets, and supports software development and deployment technology for enterprises [4] - The company has a Zacks Rank of 1 and a 10.1% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [4] - Magic Software's shares rose by 28.3% over the last three months, again outperforming the S&P 500's gain of 7.9%, and holds a Momentum Score of B [5]