Analyst
UBS
Equibles does not estimate personal net worth.
Chris Perella is recorded as Analyst at UBS. Chris Perella has spoken on 5 earnings calls across 4 companies, most recently for Orion S.A. on August 6, 2026. Those appearances were for Cabot Corp (CBT), Orion S.A. (OEC), Avery Dennison Corp (AVY) and Mosaic Co (MOS). The companies whose calls Chris Perella spoke on are classified in the Basic Materials and Consumer Cyclical sectors.
“Can you just – where are you guys in the contract negotiation process, and, you know, what are the puts and takes there driving that? And then I have a follow-up on specialty.”
“Best of luck in the new roles and then the next step there. I had a question on the capital spending. On a longer-term basis, how much, you know, can you kind of calibrate, you know, where you should be?”
“Can you just take me through, I guess, the puts and takes of the performance, chemical performance in terms of mix shift? And is the 20% price increase that you guys have announced in March, is that across the entire segment, or is that in specific value chains?”
“I wanted to follow up on the capital spend. As you follow or work with your customers to relocate them, how much flexibility do you have in the capital outlays or how much more of a step up is required to shift production or serve customers in a new region?”
“Following up on the potash commentary, prices were up in the first quarter. There's a pop ahead of potential tariffs. Could you just expand a bit on what you think potential tariffs on Canadian potash would have on pricing and demand and trade flows?”
UBS
Analyst
Transcript header (unverified)
CBT
Specialty Chemicals · Basic Materials
OEC
Specialty Chemicals · Basic Materials
Packaging & Containers · Consumer Cyclical
MOS
Agricultural Inputs · Basic Materials
