Geoffrey Haire's questions to Solvay SA (SLVYY) leadership • Q1 2025
Question
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.