Analyst
Bank of America
Equibles does not estimate personal net worth.
Matthew Dale is recorded as Analyst at Bank of America. Matthew Dale has spoken on 6 earnings calls across 6 companies, most recently for LyondellBasell Industries N.V. on July 31, 2026. Those appearances were for LyondellBasell Industries N.V. (LYB), Sherwin Williams Co (SHW), Westlake Corp (WLK), Linde PLC (LIN), CF Industries Holdings, Inc. (CF) and 1 other company. The companies whose calls Matthew Dale spoke on are classified in the Basic Materials sector.
“One, why do you only take operating rates to 90% in 2Q? Why not more? And as you ramp down from 2Q to 3Q, what's the headwind to EBITDA just from operating rates?”
“I just wanted to ask kind of a clarifying question a little bit on the consumer business. You'd mentioned some non-operating tailwinds. Absent that, things would have been flat quarter over quarter.”
“So if I square off the $45 million headwind from gas quarter over quarter for PEM, and then I back out $100 million of EBITDA from the cost cut sequentially, I don't know, maybe PEM was down $60 million quarter over quarter, all else equal from an operational perspective.”
“European energy price is clearly up from pre-conflict levels, and I know it gets passed through on onsite, but how are you managing merchant and package pricing?”
“Not alone on that part, I just wanted to know what your input, so thank you.”
Bank of America
Analyst
Transcript header (unverified)
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
WLK
Specialty Chemicals · Basic Materials
LIN
Specialty Chemicals · Basic Materials
Agricultural Inputs · Basic Materials
Specialty Chemicals · Basic Materials
