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    Hannah Harms

    Vice President and Equity Research Analyst at Bank of America

    Hannah Harms is a Vice President and Equity Research Analyst at Bank of America, specializing in the coverage of the chemicals sector with a focus on major public companies such as Dow, DuPont, LyondellBasell, Eastman Chemical, and Celanese. She is recognized for providing nuanced analysis on sector trends and investment opportunities, with performance tracked on platforms like TipRanks where she has maintained a solid success rate and positive average returns on her published stock recommendations. Hannah began her career in finance in the late 2010s, previously working as a research associate at another major investment bank before joining Bank of America in 2020, where she quickly advanced to her current role. She holds FINRA Series 7 and 63 licenses and was commended internally for her contributions to client solutions and sector insights.

    Hannah Harms's questions to SOLVAY S A /ADR/ (SLVYY) leadership

    Hannah Harms's questions to SOLVAY S A /ADR/ (SLVYY) leadership • Q1 2025

    Question

    Hannah Harms of Bank of America inquired about the reasons for the sequential softness in the seaborne soda ash market, asking if it was driven by price, volume, specific country weakness, or Indian import policies.

    Answer

    CEO Philippe Kehren explained that the seaborne market, particularly in Southeast Asia, is softer compared to Q1 2024 when China was importing. He stated that China has returned to its normal export levels. Sequentially, he attributed the weakness to weakening demand in 2025 amid macroeconomic uncertainty and trade disputes causing customer caution.

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    Hannah Harms's questions to SOLVAY S A /ADR/ (SLVYY) leadership • Q1 2025

    Question

    Hannah Harms of Bank of America asked for clarification on the sequential softness in the seaborne soda ash market, questioning if it was driven by price, volume, specific geographies, or Indian import policies.

    Answer

    CEO Philippe Kehren attributed the softness, particularly in Southeast Asia, to a return to normal export levels from China, which was importing in the prior-year period. He also noted that demand weakened sequentially from Q4 2024 due to growing macroeconomic uncertainty and trade disputes causing customer caution.

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