Core Viewpoint - Chemtrade Logistics Income Fund has declared a cash distribution of $0.06 per unit for March 2026, payable on April 30, 2026, to unitholders of record as of March 31, 2026 [1]. Company Overview - Chemtrade operates a diversified business providing industrial chemicals and services to customers in North America and globally [2]. - It is one of North America's largest suppliers of sulphuric acid and offers spent acid processing services, inorganic coagulants for water treatment, sodium chlorate, sodium nitrite, and sodium hydrosulphite [2]. - The company is a leading producer of high purity sulphuric acid for the semiconductor industry in North America and a regional supplier of sulphur, chlor-alkali products, and zinc oxide [2]. - Chemtrade also provides value-added water solutions and industrial services, including processing by-products and waste streams [2].

Core Viewpoint - Chemtrade Logistics Income Fund has filed its audited financial statements for the year 2025, highlighting its performance and operational results [1]. Group 1: Financial Performance - The company announced its audited financial statements and accompanying Management Discussion and Analysis (MD&A) for the three- and twelve-month periods ending December 31, 2025 [1]. - Chemtrade had previously released its unaudited Q4 and full year 2025 results on February 25, 2026, followed by a question and answer call on February 26, 2026 [1]. Group 2: Company Overview - Chemtrade operates a diversified business providing industrial chemicals and services to customers in North America and globally [1]. - It is one of North America's largest suppliers of sulphuric acid and offers services such as spent acid processing, inorganic coagulants for water treatment, sodium chlorate, sodium nitrite, and sodium hydrosulphite [1]. - The company is also a leading producer of high purity sulphuric acid for the semiconductor industry in North America and provides turnkey water treatment solutions along with industrial services [1].

Core Viewpoint - Chemtrade Logistics Income Fund has upgraded to trade on the OTCQX® Best Market, enhancing its visibility and accessibility for U.S. investors [1][4]. Company Overview - Chemtrade Logistics Income Fund is a diversified operator and producer of industrial chemicals and services, primarily serving customers in North America and globally [4]. - The company is one of North America's largest suppliers of sulphuric acid and offers various products including spent acid processing services, inorganic coagulants for water treatment, sodium chlorate, sodium nitrite, and sodium hydrosulphite [4]. - Chemtrade is also a leading producer of high purity sulphuric acid for the semiconductor industry and provides turnkey water treatment solutions along with industrial services such as processing by-products and waste streams [4]. Market Context - The upgrade to the OTCQX Market allows companies to provide transparent trading for U.S. investors, utilizing home market reporting to make information available in the U.S. [3]. - Companies must meet high financial standards, adhere to best practice corporate governance, and comply with applicable securities laws to qualify for OTCQX [3]. Trading Information - Chemtrade Logistics Income Fund began trading on OTCQX under the symbol "CGIFF," with financial disclosures and real-time quotes available on the OTC Markets website [2].

Core Insights - Ivanhoe Mines has commenced initial production of copper anodes at its Kamoa-Kakula smelter, which is the largest copper smelter in Africa with a capacity of 500,000 tonnes per annum [1] - The smelter is expected to ramp up production and reach steady-state production rates by the end of 2026, with sales anticipated to exceed production levels as the company processes stockpiled copper [2] - The first sale of copper anodes has been completed, marking a significant milestone for the company following a $1.1 billion investment [4] Production and Capacity - The Kamoa-Kakula smelter produced its first copper anodes approximately five weeks after the heat-up process began and one week after receiving its first concentrate feed [1] - The smelter plans to process 20,000 tonnes of stockpiled copper into 99.7% pure copper anodes to capitalize on near-record copper prices [2] - Annual production capacity for sulphuric acid is forecasted to reach up to 700,000 tonnes, which will help meet local demand following Zambia's export ban [3] Operational Developments - Mining operations at Kakula have completed stage two dewatering and have begun selective mining earlier than planned, allowing access to higher-grade ore areas [5] - Infrastructure improvements include a 60MW uninterruptible power supply system, with a solar power site expected to be operational by the second quarter of 2026 [4] - Unsold stocks of copper in concentrate are projected to decrease from 37,000 tonnes to around 17,000 tonnes throughout 2026 [3]

Core Viewpoint - Chemtrade Logistics Income Fund has successfully completed the acquisition of Polytec, Inc. for US$150 million, enhancing its water treatment solutions capabilities and supporting its Vision 2030 growth targets [1][2][3]. Group 1: Acquisition Details - The acquisition of Polytec, a provider of turnkey water treatment solutions based in the southeastern United States, was financed through Chemtrade's credit facility [1]. - Polytec's founder will remain involved post-acquisition to ensure a smooth transition for employees and customers [2]. Group 2: Strategic Benefits - This acquisition allows Chemtrade to leverage a unique solutions platform across its North American operations, creating cross-selling and growth opportunities in municipal and food-processing markets [2][4]. - The addition of Polytec expands Chemtrade's existing water treatment chemicals platform, enhancing service capabilities and product offerings [3][4]. Group 3: Financial Implications - Chemtrade's CFO highlighted that the acquisition is supported by a strengthened balance sheet and robust cash flows, which will enable continued investments in high-return organic growth projects [5]. - Following the acquisition, Chemtrade's leverage remains within target ranges, ensuring ample liquidity for future investments and capital returns to unitholders [5].