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Matthew Hettwer

Matthew Hettwer

Research Analyst at Vertical Research Partners, LLC

Stamford, CT, US

Matthew Hettwer is an Analyst specializing in chemical sector equity research at Vertical Research Partners, LLC, where he covers a range of companies within the chemicals industry. With a background as a portfolio and research analyst at Fisher Investments and having earned his CFA designation in August 2022, Hettwer brings analytical rigor to his coverage. He joined Vertical Research Partners after five years at Fisher Investments and has established himself as a knowledgeable resource in chemical equities, although publicly available performance metrics, specific company coverage, and rankings are not disclosed. Hettwer holds the Chartered Financial Analyst (CFA) credential and focuses on delivering in-depth industry analysis.

Matthew Hettwer's questions to FULLER H B (FUL) leadership

Question · Q3 2025

Matthew Hettwer asked about the expected lag effects of lower interest rates on the Building Adhesive Solutions (BAS) business and which specific business lines might benefit most. He also inquired about the size and impact of the data center business on segment results.

Answer

Celeste Mastin, President and Chief Executive Officer, indicated a 15-18 month lag for interest rate impacts on the architectural billing index, but anticipated more immediate indirect benefits for HHC and BAS (e.g., woodworking/furniture) from increased mobility and household formation. John Corkrean, Executive Vice President and Chief Financial Officer, added that data center solutions, while growing quickly, are less than half of the roofing business (which is 5-10% of total revenue), but represent a high-margin, strategic focus area.

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Matthew Hettwer's questions to ALBEMARLE (ALB) leadership

Question · Q2 2025

Matthew Hettwer of Vertical Research Partners inquired about the estimated global lithium operating rates in Q2 and why the company's full-year demand forecast remains so broad at 15% to 40%.

Answer

CEO Kent Masters estimated that Hard Rock conversion operating rates in China are low, around 50%, indicating significant overcapacity. He explained the demand forecast remains broad due to persistent uncertainties, including tariffs and regulations, with regional performance varying—weaker U.S. demand is being offset by stronger demand in China, Europe, and for stationary storage.

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Question · Q3 2024

Matthew Hettwer, on for Kevin McCarthy, asked about learnings from peer benchmarking for the cost review and sought commentary on recent supply curtailments and why more production hasn't been shut down.

Answer

CEO Kent Masters said benchmarking was more about setting cost aspirations against broad industrial peers than learning new processes. CFO Neal Sheorey added that moving to a functional model and leveraging shared service hubs are key cost levers. Chief Commercial Officer Eric Norris confirmed some lepidolite curtailments but noted the slow overall supply response is due to a fragmented market with many new, single-asset companies that may continue operating as long as they have cash.

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