Orion Engineered Carbons(OEC) - 2023 Q4 - Earnings Call Transcript

In the rubber business, we successfully completed our negotiations for 2024 per plan. That we gained volumes in Europe should be no surprise at all with the coming ban on Russian carbon black. Importantly, we raised prices on top of last year's step year step change. We did this in the face of relatively weak demand and outlook from our customers and at a time of some painful actions in the tire industry. We've succeeded for several reasons. First, the industry has restructured. Tire capacity has grown in o ...