Analyst
Truist Securities
Equibles does not estimate personal net worth.
Peter Osterland is recorded as Analyst at Truist Securities. Peter Osterland has spoken on 15 earnings calls across 7 companies, most recently for Minerals Technologies Inc on October 30, 2026. Those appearances were for Minerals Technologies Inc (MTX), Element Solutions Inc (ESI), AdvanSix Inc. (ASIX), Chemours Co (CC), Westlake Corp (WLK) and 2 other companies. The companies whose calls Peter Osterland spoke on are classified in the Basic Materials sector.
“So I just wanted to start by following up on the HNPC discussion. So you've talked about the potential for that business to be kind of a high single-digit grower.”
“Thanks for taking the questions. um so just wanted to start on the comment on running hopewell at lower rates than you expected was this a market-based decision driven by ammonium sulfate demand or were there any operational delays coming out of the turnaround and then also maybe if you could size just how far below…”
“So I just wanted to start with the margins implied in the third quarter TSS guide. So the midpoints imply a high 20s margin for third quarter below the 30 that you've talked about historically.”
“So I just wanted to start by asking about your cost improvement plans for the year. What is the remaining work that needs to be done through year end to meet the $600 million target?”
“Going forward, what have you guys achieved so far regarding the $30 million cost outs in Winchester, and what remaining buckets are you targeting? If military and commercial are improving, does the cost outlook change?”
Truist Securities
Analyst
Source not stated
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
ASIX
Chemicals · Basic Materials
CC
Specialty Chemicals · Basic Materials
WLK
Specialty Chemicals · Basic Materials
TROX
Chemicals · Basic Materials
OLN
Chemicals · Basic Materials
