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    Peter Anthony Clark

    Senior Analyst at Sanford C. Bernstein & Co.

    Peter Anthony Clark is a Senior Analyst at Sanford C. Bernstein & Co., specializing in European Chemicals sector research with coverage of leading multinational chemical companies. He has developed a reputation for deep industry insight, having previously led European Materials and Industrials coverage at Standard & Poor's and headed the European Chemicals teams at UBS and UK Chemicals coverage at Goldman Sachs. Since joining Bernstein in 2007, Clark's research has been recognized for its rigor, although performance rankings and metrics are not widely published; his stock recommendations in the European chemicals sector are regularly referenced in industry analysis. He holds an MBA from the University of Nottingham, adding strong academic credentials to a career marked by leadership roles at major global firms.

    Peter Anthony Clark's questions to SOLVAY S A /ADR/ (SLVYY) leadership

    Peter Anthony Clark's questions to SOLVAY S A /ADR/ (SLVYY) leadership • Q2 2024

    Question

    Peter Anthony Clark questioned the status of the Green River soda ash expansion project and the margin impact from the mix shift between the soft European container glass market and the stronger seaborne market.

    Answer

    CEO Philippe Kehren confirmed the Green River expansion is nearing completion and its costs are included in the updated full-year CapEx guidance of €300-€350 million. He described the margin impact from weak European container glass as 'moderate,' noting it is largely offset by strong demand from other segments like lithium carbonate and solar panels, highlighting the benefit of soda ash's diverse end markets.

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    Peter Anthony Clark's questions to SOLVAY S A /ADR/ (SLVYY) leadership • Q1 2024

    Question

    Peter Anthony Clark of Sanford C. Bernstein & Co. asked about the drivers of the peroxide recovery in Europe, the margin impact of seaborne Soda Ash volumes, and the status of the recovery in the Coatis business.

    Answer

    CEO Philippe Kehren attributed the peroxide recovery to strong performance in both HPPO plants, driven by restocking, and the merchant segment. He noted seaborne Soda Ash volumes helped offset softness elsewhere but were not a major profit driver. For Coatis, Kehren confirmed the business is recovering from a Q4 trough, with optimism for its integrated value chain, especially in solvents.

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