| 国际社会热点 . | | --- | | 中欧举行第十三轮高级别战略对话 . | | 美方取消对华乙烷出口限制,两家能源公司获准恢复贸易 | | 特朗普宣布与越南达成贸易协议:对美出口商品至少征收 20%关税 | | 人工智能 . | | 中国教育部:围绕人工智能等重点方向设"微专业"提升就业能力 | | 上海 AI 公司 MiniMax 开源模型 M1 全球第二 | | 日本软银拟发行 42 亿美元债券 重点投入 AI 领域发展 7 | | OpenAI 砸重金租 Oracle 算力 星门计划加速落地 | | 英超同微软达成 5年合作伙伴关系,用云与 AI 革新足球观赛体验 . | | TCL 华星发布显示领域首款强推理垂域模型一一星智 X-Inte11igence 3.0 8 | | 芯片 . | | 机构: 2030年全球半导体行业将短缺 100 万专业人才 | | 德国西门子已恢复向中国提供晶片设计软件技术 | | 爱立信扩大班加罗尔研发团队规模,聚焦 ASIC 开发 . | | 三星收购部分英特尔半导体专利权 . | | 机构: 预计台积电 2027 年 AI 芯片营收达 460 亿美元 . | ...

Key Takeaways SouthStar Energy Services is piloting MiQ's MethaneScout to track emissions in natural gas sourcing. MethaneScout uses data quality indicators to provide verifiable, end-to-end emissions transparency. This pilot positions SouthStar to meet regulatory demands and lead in the clean energy transition.Southern Company’s (SO) subsidiary, SouthStar Energy Services, has become the first U.S. retail energy marketer to pilot MiQ’s MethaneScout, an innovative emissions-tracking tool. This move highlig ...

ATLANTA and NEW YORK, June 4, 2025 /PRNewswire/ -- SouthStar Energy Services, one of the nation's leading natural gas marketing companies, today announced that it has become the first retail energy marketer in the U.S. and one of the first companies in the energy industry to pilot a new methane and greenhouse gas emissions tracking tool called MiQ's MethaneScout™.Developed by a global leader in methane emissions certification, MiQ, the platform can help SouthStar assess the emissions of its delivered natura ...

华夏时报记者刘诗萌北京报道 继一年半前中国发布《甲烷排放控制行动方案》(下称《方案》)，宣布对全球第二大温室气体甲烷的排放进行全 面控制后，近期非二氧化碳温室气体的控排又迎来重大消息。 4月底，国家主席习近平向气候和公正转型领导人视频峰会发表致辞时表示，中国将于联合国气候变化贝伦大会 前，宣布覆盖全经济范围、包括所有温室气体的2035年国家自主贡献目标。这一表述意味着除了二氧化碳，包括 甲烷在内的其他温室气体也明确将在这一目标中占据一席之地。 "过去一年里，中国的甲烷排放控制取得了一些重大进展，已经形成了从中央到地方、从政府到企业各个层面的行 动，多个部门协同推进的局面。值得一提的是，煤炭领域在提升排放标准、引入市场手段、加强技术推广等方面 都实现了重大突破。"在近日举行的2025甲烷大会上，美国环保协会副总裁、北京代表处首席代表秦虎向《华夏时 报》记者表示。 国家应对气候变化战略研究和国际合作中心首席科学家徐华清表示，加快构建围绕甲烷等所有温室气体的监测、 报告、核查等智能化的网络体系是未来重点的发展方向和重点领域。围绕感知网模拟器进行基于历史数据的情景 模拟预测、基于技术的成本效益分析、基于多源数据的校验 ...

Core Viewpoint - Huntsman Corporation reported a narrower loss in Q1 2025 compared to the previous year, but revenues fell short of expectations, indicating ongoing challenges in demand and pricing across its segments [1][5][6]. Financial Performance - The reported loss was 3 cents per share, an improvement from a loss of 22 cents per share in the same quarter last year [1]. - Adjusted loss per share was 11 cents, compared to a loss of 6 cents in the prior year, aligning with Zacks Consensus Estimate [1]. - Revenues totaled $1,410 million, down approximately 4% year over year, missing the Zacks Consensus Estimate of $1,479.2 million [1]. Segment Highlights - **Polyurethanes**: Revenues decreased by 2% to $912 million, missing estimates due to lower average selling prices, although sales volumes improved [2]. - **Performance Products**: Revenues fell 12% to $257 million, below estimates, primarily due to reduced sales volumes from lower customer demand and production outages [3]. - **Advanced Materials**: Revenues decreased by 5% to $249 million, falling short of estimates, driven by lower average selling prices and negative foreign currency impacts [4]. Cash Flow and Expenditures - Free cash flow from continuing operations was a use of $107 million, slightly higher than the $105 million used in the prior-year quarter [5]. - Capital expenditures were $36 million, down from $42 million in the previous year [5]. - As of March 31, 2025, the company had approximately $1.3 billion in combined cash and unused borrowing capacity [5]. Outlook - The company anticipates continued pressure on order patterns in key markets due to low visibility and customer uncertainty regarding demand trends [6]. - Huntsman is focusing on cost actions, including workforce reductions and asset optimization in Europe and North America [6]. - Capital expenditures for 2025 are expected to be between $180 million and $190 million [7]. Stock Performance - Huntsman shares have declined by 53.1% over the past year, compared to a 25.5% decline in the Zacks Chemicals Diversified industry [8]. Zacks Rank - Huntsman currently holds a Zacks Rank of 5 (Strong Sell), indicating a challenging outlook compared to better-ranked stocks in the Basic Materials sector [9].

Core Insights - Huntsman reported $1.41 billion in revenue for Q1 2025, a year-over-year decline of 4.1% and an EPS of -$0.11 compared to -$0.06 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $1.48 billion, resulting in a surprise of -4.68% [1] - The company has not delivered an EPS surprise, with the consensus EPS estimate being -$0.11 [1] Performance Metrics - Huntsman's shares have returned -14.2% over the past month, while the Zacks S&P 500 composite changed by -0.7% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance against the broader market [3] Segment Performance - Polyurethanes sales volume decreased by 3%, compared to an estimated 4.2% decline by analysts [4] - Local currency price for Polyurethanes fell by 3%, against an expected increase of 1.5% [4] - Total revenues for Polyurethanes were reported at $912 million, below the average estimate of $943.78 million, representing a year-over-year change of -1.5% [4] - Advanced Materials revenues were $249 million, compared to an estimated $264.13 million, reflecting a -4.6% change year-over-year [4] - Performance Products revenues were $257 million, below the average estimate of $282.54 million, indicating an -11.7% year-over-year change [4]

Core Viewpoint - Huntsman Corporation announces the retirement of Tony Hankins, Division President of Polyurethanes, effective at the end of 2025, with Steen Weien Hansen appointed as his successor starting June 1, 2025 [1][2]. Company Leadership Transition - Tony Hankins has had a long career at Huntsman and its predecessor, starting in 1980, and will continue to advise management until December 31, 2025 [2]. - Steen Weien Hansen has been with the company since its acquisition of the polyurethanes division in 1999 and has held various leadership roles, including Vice President of Asia Pacific operations [3]. Executive Comments - Peter R. Huntsman, President, CEO, and Chairman, praised Hankins for his distinguished service and influence on future managers, while also highlighting Hansen's strong leadership and strategic capabilities [4]. Company Overview - Huntsman Corporation is a global manufacturer of specialty chemicals with approximately $6 billion in revenues for 2024, operating over 60 facilities in about 25 countries and employing around 6,300 associates [5].

1Q25 Earnings Summary May 1, 2025 1 1st Quarter 2025 Earnings Summary Conference Call Friday, May 2, 2025 10:00 a.m. ET Webcast Link: https://event.choruscall.com/mediaframe/webcast.html?webcastid=J4Z1igJk Participant dial-in numbers: Domestic callers: (877) 402-8037 International callers: (201) 378-4913 2 General Disclosure Forward-Looking Statements This presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exch ...

Core Insights - Huntsman Corporation reported first quarter 2025 revenues of $1,410 million, a decrease of 4% compared to $1,470 million in the same period of 2024 [2][11] - The net loss attributable to Huntsman was $5 million, significantly improved from a net loss of $37 million in the prior year [11] - Adjusted EBITDA for the first quarter of 2025 was $72 million, down from $81 million in the same period of 2024, reflecting an 11% decline [11][17] Financial Performance - Revenues decreased across all segments: Polyurethanes by 2% to $912 million, Performance Products by 12% to $257 million, and Advanced Materials by 5% to $249 million [16][17] - Adjusted net loss for the first quarter was $19 million, compared to an adjusted net loss of $11 million in the prior year [11][17] - The diluted loss per share improved to $0.03 from $0.22 year-over-year [11] Segment Analysis - In the Polyurethanes segment, lower average selling prices were partially offset by higher sales volumes, leading to an increase in adjusted EBITDA by 8% [4] - The Performance Products segment saw a decrease in revenues primarily due to lower sales volumes and unplanned production outages, resulting in a 29% drop in adjusted EBITDA [5] - Advanced Materials experienced a decline in revenues due to lower average selling prices, with adjusted EBITDA decreasing by 16% [6] Liquidity and Capital Resources - Free cash flow used in continuing operations was $107 million, slightly higher than the $105 million used in the same period of 2024 [8][11] - As of March 31, 2025, Huntsman had approximately $1.3 billion in combined cash and unused borrowing capacity [8] Management Commentary - The CEO noted significant changes in short-term business conditions, with low visibility and customer uncertainty impacting demand trends in key markets [3] - The company is focusing on cost management, including workforce reductions and asset optimization, while prioritizing balance sheet protection and cash generation [3]

Hanesbrands Inc. (NYSE:HBI) Q4 2024 Earnings Conference Call February 13, 2025 8:30 AM ET Company Participants T.C. Robillard - VP, IR Steve Bratspies - CEO Scott Lewis - CFO Conference Call Participants Paul Kearney - Barclays Capital Aditya Kulkarni - UBS Paul Lejuez - Citi Ike Boruchow - Wells Fargo Peter McGoldrick - Stifel William Reuter - Bank of America Carla Casella - JPMorgan Operator Good day, and thank you for standing by. Welcome to the Hanesbrands' Fourth Quarter 2024 Earnings Conference Call. ...