Edward Brucker's questions to Tronox Holdings PLC (TROX) leadership • Q2 2025
Question
Edward Brucker of Barclays Capital inquired if the TiO2 market's supply is now closer to underlying demand after recent capacity cuts and asked about the company's secured debt capacity.
Answer
CEO John Romano responded that while significant capacity has been removed, the weak market in China remains the largest variable, though he believes the market is positioned for a tighter balance upon recovery. CFO John Srivisal offered to follow up offline regarding the specific secured debt capacity.