Analyst
Citigroup
Equibles does not estimate personal net worth.
Rachel Lee is recorded as Analyst at Citigroup. Rachel Lee has spoken on 2 earnings calls across 2 companies, most recently for Eastman Chemical Co on January 30, 2026. Those appearances were for Eastman Chemical Co (EMN) and DuPont de Nemours, Inc. (DD). The companies whose calls Rachel Lee spoke on are classified in the Basic Materials sector.
“So the earnings contribution from methanolysis seems to imply maybe less than 25% incremental margins on additional dollars this year. So is this the right way to think about incrementals for some of these non-core applications? or is there any additional fixed cost or mixed drag impacting 2026?”
“Can you expand more on the strategic rationale for the RO acquisition in China? Understand it enables you to be more local for local, but can you touch more on the technology value add perspective and specifically what you're seeing in terms of water market growth in China?”
Citigroup
Analyst
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Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
