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    Pete Osterland • Truist Securities

    Pete Osterland's questions to Tronox Holdings PLC (TROX) leadership

    Pete Osterland's questions to Tronox Holdings PLC (TROX) leadership • Q2 2025

    Question

    Pete Osterland from Truist Securities asked for a breakdown of the 2% sequential TiO2 volume decline between underlying demand and market share, and questioned what future efficiencies might be sacrificed due to new CapEx reductions.

    Answer

    CEO John Romano attributed the volume decline to a muted coatings season in North America and competitive pressures in Europe, while highlighting volume growth in India. Both Romano and CFO John Srivisal clarified that the CapEx cuts are focused on pausing discretionary projects to preserve cash, while strategic mining investments in South Africa remain on track.

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    Pete Osterland's questions to Minerals Technologies Inc (MTX) leadership

    Pete Osterland's questions to Minerals Technologies Inc (MTX) leadership • Q2 2025

    Question

    Pete Osterland from Truist Securities asked about the impact of competitive activity on pet care pricing and margins, and sought an update on the timeline and sufficiency of the reserve for the ongoing talc litigation.

    Answer

    Chairman & CEO Douglas Dietrich explained that the company is supporting its private label partners with promotional activity, which can involve some pricing actions, to maintain their value proposition against branded products. He expressed confidence in the long-term global growth of the pet care market. Regarding the talc litigation, Dietrich stated there is no definitive timeline for resolution but noted a positive development with a federal court set to determine the factual question of asbestos content. He affirmed that the company believes the established reserve is sufficient and remains open to a consensual resolution plan.

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