Question · Q4 2025
Aziza Osinaike asked for Celanese's outlook on Chinese acetyls pricing throughout 2026 and inquired about the quantified impact of the second-quarter Polyacetal (POM) turnaround on Q2 earnings.
Answer
VP of Investor Relations Bill Cunningham expects Chinese acetyls pricing to remain stable within recent ranges, noting that while demand is low during Chinese New Year, pricing held steady. He clarified that the Q2 POM turnaround's impact on earnings would be similar to the $30 million inventory lift, emphasizing that this major turnaround occurs every five years, not annually.
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