Group 1: Freeport-McMoran - Freeport-McMoran dominates the domestic copper market, providing 70% of the U.S. refined copper production, while the U.S. imports 45% of its refined copper consumption [2][5] - The U.S. Chamber of Commerce supports including copper as a critical metal eligible for tax credits, advocating for increased domestic minerals and metals production [3] - Freeport-McMoran is well-positioned to meet domestic demand with potential projects in Arizona and initiatives to extract copper from existing stockpiles [4] - The threat of tariffs on copper imports has led to a 13% premium for U.S. copper, potentially resulting in an $800 million financial benefit for Freeport if maintained [5][7] Group 2: Whirlpool - Whirlpool faces challenges due to high interest rates affecting the housing market, which in turn impacts discretionary appliance purchases [8][9] - The company has $4.8 billion in long-term debt, and its forecast for free cash flow is uncertain, raising questions about the sustainability of its $380 million dividend [9] - Management believes that closing loopholes allowing Asian competitors to avoid tariffs could significantly improve Whirlpool's competitive position, potentially resulting in a $70 cost disadvantage per product [10][11] Group 3: Cheniere Energy - Cheniere Energy benefits from the resumption of LNG export approvals under the current administration, contrasting with the previous pause [13] - The company is the largest LNG producer in the U.S., owning significant stakes in major LNG terminals and continuing to invest in capacity expansion [14][15] - The business model focuses on purchasing natural gas domestically and processing it into LNG for global export, aligning with the administration's push for increased LNG exports [15] Group 4: Overall Market Impact - The current administration's tariff policies aim to enhance the competitive positioning of U.S. companies, with a focus on copper, appliance manufacturing, and LNG exports [16]

Ivry-sur-Seine, France — May 7, 2025 REGULATED INFORMATION Information regarding the arrangements for taking part in the combined general meeting (ordinary and extraordinary) of May 28, 2024 Conditions for obtaining or consulting the documents prepared for the meeting The shareholders of the Company are invited to participate in the Combined Shareholders’ Meeting (ordinary and extraordinary) to be held on Wednesday, May 28, 2025 at 4.30 pm (Paris time) at: Urban Station - ESPACE DU CENTENAIRE 189, rue de ...

During Whirlpool's (WHR -0.44%) first-quarter earnings call in late April, CEO Marc Bitzer said he believes his company will be a "net winner of a new tariff policy." He has a strong case for thinking so, and it looks likely the appliance maker has real potential to see better days ahead. That said, is the stock worth buying now? And how sustainable is its dividend, which at the current share price yields a hefty 9.2%? Near-term headwinds, longer-term tailwinds Matters could get worse for Whirlpool before t ...