Imerys’ Post

I'm pleased to share the strong results Imerys has achieved in the first half of 2024! Our specialty minerals solutions saw strong demand in Q2 2024, driving revenue and volume growth. The US market remains robust, while Europe is gradually improving, especially in consumer goods and industrial sectors. Our financial strength, coupled with an improving economic environment, allows us to advance confidently on our strategic journey. Revenue is at €1,919 million in H1 2024, and our target adjusted EBITDA is in a range of  €670 to 690M€ for the full year 2024. This progress underscores our commitment to growth and excellence. Thanks to strict cost controls and positive market momentum, our profitability has seen a significant boost. Our streamlined portfolio is now perfectly positioned to serve high-growth markets, offering a great expansion potential. All this is still underscored by our continued commitment to sustainability, as we launched in H1 our Climate Transition Report. This ensures we continue to play our part in contributing to a healthier planet, whilst also ensuring the long-term success and resilience of our company. To learn more see our press release on Imerys.com: https://lnkd.in/dwEaBD5b

🇺🇸 Metalshub is excited to be in Miami, USA 🗓️ Date: April 22-23, 2024 🤝 Connect with Philip Hoelzer On April 22nd and 23rd, Philip will be representing Metalshub at the Fastmarkets Bauxite & Alumina 2024 in Miami, USA. We look forward to meeting industry friends and guests to exchange insights on the Bauxite and Alumina supply chain, industry challenges, and the role of digitalisation in metals and raw materials procurement. Schedule a meeting with Philip Hoelzer to discuss: ✅ Innovative digital solutions for #efficiency, #costsavings, #compliance, and #sustainability ✅ Opportunities for mutual development ✅ Long-term supply chain resilience for your business Reduce costs, minimise risk, maximise impact: Let’s connect in Miami! #Metalshub #conference #bauxite #alumina #digitalisation #procurement #supplychain #Miami #usa

Consolidation activity in the global Chemical industry is likely to pick up this year, driven by continued margin challenges and expectations of rising liquidity to fund M&A activity. My colleagues and I provide some perspectives on where M&A opportunities may lie across different market segments, and strategies to achieve sustainable synergy capture.

🌟 Diving Deeper into the Precious Metals Industry 🌟 Hello, LinkedIn family! Are you intrigued by the world of precious metals? For the past two years, I’ve been immersed in large-scale precious metals projects, working with one of the top recycling facilities in the MENA region. My role has involved conducting comprehensive external audits, particularly in the recycling and processing of precious metals and platinum group metals (PGM). This experience has not only honed my expertise but also deepened my passion for the industry. In addition, I’ve had the privilege of auditing a subsidiary of the world’s largest manufacturer of natural polished diamonds and India’s leading diamantaire. My focus extended to a new lab-grown diamond manufacturing factory in the MENA region, where I streamlined financial and operational processes, provided strategic guidance on capital expenditure, and implemented efficient procedures to enhance overall operations. Now, I’m looking to expand my network and connect with professionals passionate about precious metals. Let’s collaborate, share insights, and uncover opportunities to grow together in this fascinating industry. If you share a passion for precious metals or are interested in discussing more about this intriguing industry, feel free to connect! Let's explore the "goldmine" of opportunities together. ♻💎✨ #PreciousMetals #Recycling #Diamonds #Auditing #Networking #IndustryExpertise

Supporting platinum group metals (PGMs) and the #BackBritishMetals initiative 🤝 JM's Regulatory Affairs Director, John Goodwin, spoke at the UK Metals Expo - the leading event for the entire metals supply chain, about the central role PGMs play in the net zero transition. 🍃 JM is proud to be a founding member of #BackBritishMetals - an initiative bringing together metal industry stakeholders and trade associations to engage policymakers and promote the importance of strengthening the UK’s metals and critical materials industries. The UK has world leading capability in the metals industry, and JM’s unique global position in PGM expertise, supply chains and recycling means we have an important role to play. Demand for critical metals is expanding due to their significance within decarbonisation technologies. To support the growth of these technologies and continued investment in the metals industry, the UK needs an industrial strategy that: - supports the green transition - builds strategic international partnerships - ensures frictionless trade To find out more about the initiative and #WhyMetalsMatter, visit www.backbritishmetals.org

The Index of Eight Core Industries (ICI) experienced a 5.2% increase in March 2024, with revised final growth rates of 5.0% for December 2023 and 7.5% for 2023-24. #industrial #Growth #sectorsgrowth

Those reporting earnings late in the quarter are again sending a different message than those who reported early. Early reports were full of 2H 2024 hope, albeit without data; recent reports focus on 1Q weakness. As we noted last week, greater demand uncertainty should direct more free cash towards share buybacks in 2024, but we would also expect to see more business realignments – divestments and mergers – see PPG. | https://hubs.li/Q02mYfKG0 This week we published a “White Paper” on ethylene and concluded that the current unwillingness in the industry to accept that we face a prolonged downcycle will only change with progressive evidence – like 1Q. We also published our first US price expectations report in a joint initiative with PXi – we hope that this will provide those in the major US polymer chains with an additional tool to help navigate month-end settlements. Otherwise, we look at a possible move from PPG to unlock value, power prices, why the industrial gas companies can look like they are doing well in weak markets, hedging on hydrogen, and ESG investing woes. Commodities mentioned: #Polyethylene, #Ethylene, #Coatings, #ElectricPower, #IndustrialGases, #Hydrogen, #Ammonia Companies mentioned: Dow LyondellBasell Westlake PPG Chart Industries, Inc. Covestro Clariant Arkema AkzoNobel Chevron Phillips Chemical Company QatarEnergy Shell Chevron Hess Corporation CNOOC International The Chemours Company DuPont Air Liquide LSB Industries, Inc. CF Industries bp #chemicalindustry #plasticsindustry #plasticpackaging #chemicals #petrochemicals #sustainability #cleanenergy #oilandgasindustry #packaging #esginvesting #ESG #energy #manufacturing #materials #energytransition

Each month, MSCI brings together an executive from a mill and an executive from a service center for a candid discussion about the future of the industrial metals industry. These discussions, which make up our "CEO Huddle: In the Moment" series are open to EVERY employee at EVERY MSCI member company. All you need to join is a username and password for our website. Contact our membership team if you need help setting up credentials, so you can join us ... Tuesday, May 7, 2024 from 10-11 a.m. CT for our May CEO Huddle featuring ARCELORMITTAL TUBULAR PRODUCTS USA LLC CEO Ed Vore and National Tube Supply Co. President Gary Throw. Here are just a few of the topics Vore and Throw will address: - Human capital management challenges and opportunities - Federal infrastructure investment and its impact on end-use market demand - Geopolitical pressures and their implications for industrial metals Do not miss this opportunity to hear from two incredible industrial metals sector leaders. Register now: https://shorturl.at/btL03 #industrialmetals #MetalMatters #metals #steel #aluminum #metalproducer #metalservicecenter

🌐 Adapting to Industry Shifts 🛢️ . . The petrochemical industry is undergoing a transformative period, moving beyond regional advantages to face new challenges by 2030. In the past, success relied on location and access to cheap feedstock, but the landscape is evolving. Emerging markets and abundant feedstocks are no longer guarantees, demanding a more disciplined approach to capacity, strategic thinking, and operational excellence. 1️⃣ Advantaged Feedstock Dynamics: The era of abundant feedstocks in the Middle East and North America is waning, pushing companies to explore new sources while managing potential constraints. 2️⃣ Slower Growth Ahead: With China's economic shift and maturation, global petrochemical demand growth is expected to slow, prompting companies to seek new avenues for growth beyond emerging markets. 3️⃣ Margin Erosion Challenges: Certain product chains face ongoing margin erosion, emphasizing the need for innovation and strategic moves to navigate industry dynamics. 4️⃣ Strategic Imperatives for Success: Petrochemical companies must embrace new industry profitability sources, strategically approach growth, manage rising capital costs, integrate digital and advanced analytics, identify upstream value creation, and build a business case for a more circular economy. Looking ahead, the industry's success hinges on a blend of operational excellence and strategic vision, coupled with the integration of digital solutions. Petrochemical companies must navigate a more challenging landscape, seize new value-creating opportunities, and embrace a circular approach to secure their position in the evolving global market. 🛢️ 🌏 We are your partner along the way 💻 Email: Commodity@gulfipet.com 📱 WhatsApp: +971 50 277 2368 +971 54 246 0140 #petrochemicals #digitaltransformation #circulareconomy #industryinsights #strategy

Benchmark webinar next week ⬇ ♻ Sustainable Nickel Prices: A New Benchmark For The Industry 📆 Thursday 18 April 🕖 07:00 or 15:00 (GMT+1)   Join our experts as they explore the evolution of #nickel pricing mechanisms, the development of a 'green premium' in the market, and the launch of Benchmark's first of its kind Sustainable Nickel prices. 📩 Register with your business email address below. #lithiumionbatteries #criticalminerals