Geoffrey Haire

Geoffrey Haire of UBS Group AG asked if Solvay has observed changes in interregional trade dynamics or had discussions with customers about this, given the prospect of new tariffs.

Answer

CFO Alexandre Blum responded that customers are currently navigating short-term volatility, logistical disruptions, and port congestion. He noted that while this uncertainty explains some market softness, Solvay has not seen customers make fundamental changes to their global trade strategies at this time.

Geoffrey Haire of UBS asked if Solvay has observed changes in interregional trade dynamics or had discussions with customers about it, given the prospect of new tariffs.

Answer

CFO Alexandre Blum responded that customers are currently navigating significant logistical disruptions and uncertainty around tariffs, leading to short-term volatility. However, he noted that Solvay is not aware of any customers making fundamental, long-term changes to their global trade routes at this time.