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    Andres Castanos-Mollor • Berenberg

    Andres Castanos-Mollor's questions to Albemarle Corp (ALB) leadership

    Andres Castanos-Mollor's questions to Albemarle Corp (ALB) leadership • Q1 2025

    Question

    Andres Castanos-Mollor of Berenberg asked about any changes in the bromine market, specifically regarding trade flows from the U.S. to China and the impact on regional pricing.

    Answer

    Executives Eric Norris and Netha Johnson stated there has been no material change in trade flows, with tariffs being mitigated by exemptions. They noted the most significant recent event was a short-term price spike due to a temporary supply shortage, which has since normalized.

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    Andres Castanos-Mollor's questions to Albemarle Corp (ALB) leadership • Q4 2024

    Question

    Andres Castanos-Mollor from Berenberg asked for the expected split of 2025 lithium volumes between spodumene and lithium salts, and inquired about remaining tolling volumes.

    Answer

    CEO Jerry Masters indicated that the vast majority of sales are lithium salts. CCO Eric Norris specified that spodumene sales, primarily from the Wodgina resource, would constitute a small portion, roughly under 10-15% of total LCE volumes for the year.

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    Andres Castanos-Mollor's questions to Ecolab Inc (ECL) leadership

    Andres Castanos-Mollor's questions to Ecolab Inc (ECL) leadership • Q1 2025

    Question

    Andres Castanos-Mollor from Berenberg asked about the importance of early-stage research for the Life Sciences business and if it could be impacted by potential cuts in the U.S. federal budget and subsidies.

    Answer

    Christophe Beck, Chairman and CEO, acknowledged this as an open item but noted that any impact so far seems focused on generics, which is not Ecolab's primary area. He expressed a lack of concern, highlighting that Ecolab serves Life Sciences customers globally. If production shifts from one region to another, Ecolab's global presence allows it to follow the business. He feels good about the segment's trajectory regardless of potential market shifts.

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    Andres Castanos-Mollor's questions to Ecolab Inc (ECL) leadership • Q3 2024

    Question

    Andres Castanos-Mollor asked how Ecolab is expanding margins despite the recent divestiture, and what specifically is turning around within the remaining Healthcare business.

    Answer

    CEO Christophe Beck clarified that the divested business was part of a combined segment. The remaining Healthcare business is now near breakeven, and the plan is to improve its profitability using the company's familiar Institutional playbook. He emphasized that it's a small part of the company (<5%) and the focus is on quality, while the Life Sciences business is where significant investment is being made for future high-margin growth.

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