Patrick Ouellette's questions to Tetra Technologies Inc (TTI) leadership • Q2 2025
Question
Patrick Ouellette from Stifel Financial Corp inquired about the progress in securing bridge bromine supply to meet demand from various end markets, especially with the expected ramp-up from EOS, ahead of the Arkansas facility's completion. He also asked for an update on expectations for desalination plants and traction with NDAs.
Answer
President & CEO Brady Murphy stated that discussions with multiple bromine suppliers for bridge supply are ongoing and that he is optimistic demand will be covered until the new plant is online in 2027. He also noted a positive shift in customer interest from small pilots toward small-scale commercial desalination plants, indicating growing market confidence in the technology.