Laurence Alexander's questions to Ecovyst Inc (ECVT) leadership • Q4 2024
Question
Laurence Alexander asked for the sales contribution from heavy-duty and sustainable fuels, the strategic trade-offs of the Zeolyst JV, and whether the guidance range assumes normal timing lumpiness or continued negative timing.
Answer
CFO Michael Feehan noted that sustainable fuels were previously around 10% of AM&C sales and are now likely a bit below that, with hydrocracking being the largest component. CEO Kurt Bitting described the Zeolyst JV as a successful, multi-dimensional partnership that has expanded beyond its original scope. Feehan confirmed the guidance assumes a typical level of order timing volatility, not a continuation of negative timing.