Key Takeaways DuPont launched the Liveo C6-8XX series of USP Class VI medical-grade, two-part liquid silicone elastomers.DD says improved rheology and lower viscosity enable faster molding cycles and automated production.DuPont says the LSR offers heat stability, sterilization options, biocompatibility and 30-70 Shore A range.DuPont de Nemours, Inc. (DD) announced the launch of Liveo C6-8XX Liquid Silicone Rubber (LSR), a new USP Class VI (C6) series of medical-grade, two-part silicone elastomers. These are ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: B. Riley upgraded Snap (SNAP) to Buy from Neutral with an unchanged price target of $10 following the Q4 report. The firm sees early signs of progress on a number of Snap's key initiatives, including "sustained strong growth" in revenue from premium subscribers and traction of higher margin advertising formats. ...

Core Viewpoint - Sasol Limited is expected to report a significant decline in financial performance for the six months ended December 31, 2025, with adjusted EBITDA projected between R19 billion and R23 billion, a decrease of 4% to 21% compared to the prior period [1] Financial Performance Summary - Adjusted EBITDA is anticipated to be between R19 billion and R23 billion, down from R24 billion in the prior period, reflecting a decrease of 4% to 21% [1] - Headline earnings per share (HEPS) is expected to range from R8.50 to R10.00, a decline of 29% to 40% from R14.13 in the previous period [1] - Earnings per share (EPS) is projected to be between R0.10 and R0.80, representing a drastic decrease of 89% to 99% from R7.22 in the prior period [1] Factors Influencing Earnings - The decrease in earnings is primarily attributed to impairments totaling R7.8 billion (before tax), compared to R5.7 billion in the prior period [1] - A 3% decrease in the average US dollar per ton chemicals basket price contributed to the earnings decline [1] - A 17% decline in the average Rand per barrel Brent crude oil price also impacted earnings negatively [1] - The decline in earnings was partially mitigated by disciplined cost management and a 3% increase in sales volumes due to improved operational performance [1] Impairment Details - Significant impairments include R3.9 billion related to the Production Sharing Agreement (PSA) development in Mozambique, influenced by a revision of the expected production profile and the strengthening of the Rand against the US Dollar [1] - The Secunda liquid fuels refinery cash generating unit remains fully impaired, with R3 billion in capitalized costs impaired during the current period [1] Cash Flow and Expenditure - Overall free cash flow generation is expected to improve compared to the prior period, despite lower earnings, due to reduced capital expenditure [1]

Core Insights - FTI Consulting has enhanced its Transformation practice by appointing two senior chemicals experts, Mark Reimer as Senior Managing Director and Dr. Alexander Keller as Managing Director [1][2]. Group 1: Company Developments - The new appointments aim to assist chemical companies and investors in the DACH region and broader Europe with strategic changes, portfolio restructuring, and performance improvement [2]. - The European chemicals sector, particularly in Germany, is experiencing significant changes due to global overcapacity, shifting demand, rising energy and raw material costs, and high investment needs for decarbonization and the circular economy [3]. - The addition of Reimer and Keller strengthens FTI Consulting's sector-specific expertise, enhancing its ability to support chemical companies during restructuring phases [3][5]. Group 2: Expertise of New Appointees - Mark Reimer brings over 16 years of consulting experience, focusing on portfolio strategy, business model changes, and commercial improvements in the chemicals sector [3]. - Dr. Alexander Keller specializes in advising chemical companies and private equity investors on growth strategies and operational improvements, with a focus on adapting business models to changing market conditions [4]. Group 3: Company Background - FTI Consulting is a leading global expert firm for organizations facing crisis and transformation, with over 8,100 employees in 32 countries as of September 30, 2025, and generated $3.70 billion in revenues during fiscal year 2024 [6].

Key Takeaways Phillips 66 posted Q4 adjusted EPS of $2.47, beating estimates and reversing a year-ago quarterly loss.PSX refining swung to profit as worldwide realized margins nearly doubled from last year's levels.Phillips 66 saw higher midstream earnings and cash flow, while chemicals and renewables weighed on results.Phillips 66 (PSX) reported fourth-quarter 2025 adjusted earnings of $2.47 per share, which beat the Zacks Consensus Estimate of $2.11. The bottom line also improved from the year-ago quarter ...

Cabot (NYSE:CBT) Q1 2026 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsDavid Begleiter - Managing DirectorErica McLaughlin - EVP and CFOJohn Roberts - Managing DirectorJosh Spector - Director of Equity ResearchKevin Estok - Equity Research Senior AssociateLydia Huang - Managing DirectorRobert Rist - VP of Investor Relations and Corporate PlanningSean Keohane - CEO and PresidentOperatorLadies and gentlemen, thank you for standing by, and welcome to the first quarter fiscal year 2026 Cabot E ...

February 2, 2026 07:11 AM GMT China Chemicals | Asia Pacific A Long Tail Recovery, Not Instant | What's Changed | | | | --- | --- | --- | | Wanhua Chemical (600309.SS) | From | To | | Rating | Overweight | Equal-weight | | The recent segment rally was driven by liquidity rotations, rather | | | | M February 2, 2026 07:11 AM GMT | Morgan Stanley Asia Limited+ | Idea | | --- | --- | --- | | China Chemicals Asia Pacific | Kaylee Xu | | | | Equity Analyst | | | A Long Tail Recovery, Not | Kaylee.Xu@morganstanle ...

Shares of Eastman Chemical Company ( EMN ) have been a poor performer over the past year, losing about 29% of their value. Like much of the chemicals sector, Eastman has been caught up in a brutal macro environment, leading to persistent oversupply and weak pricing. ThisOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question ...

Core Viewpoint - The United States will reduce its punitive tariff on Indian imports from 25% to 18% as part of a new trade deal with India, which involves India ceasing its purchases of Russian crude oil and increasing imports from the U.S. [1][2][4] Trade Agreement Details - The agreement is framed as a significant geopolitical win, with India agreeing to stop buying Russian oil and to increase purchases from the U.S. and potentially Venezuela, contributing to efforts to end the war in Ukraine [2][4] - The deal is characterized by a deepening of U.S.-India trade and energy ties, marking a shift from previous tariff escalations [4][6] - The U.S. will cut its "reciprocal tariff" on Indian goods to 18%, while India will eliminate tariffs and non-tariff barriers on American products [8][10] Economic Impact - Following the announcement, India's Nifty 50 index futures surged by 3.8%, and the U.S.-listed iShares MSCI India ETF rose by 2.4%, indicating positive market sentiment [5] - The Indian rupee gained 1% against the dollar in offshore trading, reflecting investor confidence in the new trade dynamics [5] Energy Sourcing Challenges - India has been importing approximately 1.5 million barrels per day of Russian crude, and transitioning away from this sourcing will be complex and time-consuming [7] - Indian officials have previously defended these imports as essential for energy security, highlighting the challenges in shifting energy sourcing [7] Future Commitments - Modi has committed to a substantial "BUY AMERICAN" initiative, which includes over $500 billion in U.S. energy, technology, agriculture, coal, and other exports [8]

Key Takeaways Olin posted a Q4 net loss of $85.7M, versus a year-ago profit, as revenues dipped slightly year over year.OLN faced pricing pressure in Chlor Alkali, swinging the segment to a loss.Olin expects Q1 EBITDA to drop from Q4 levels on higher maintenance and raw material costs.Olin Corporation (OLN) posted a fourth-quarter 2025 loss of $85.7 million or 75 cents per share. This compares to a profit of $10.7 million or 9 cents in the year-ago quarter. Barring one-time items, losses came in at 58 cents ...