Specialty Chemicals · Basic Materials
Joshua Spector
Analyst
UBS
Equibles does not estimate personal net worth.
About Joshua Spector
Joshua Spector is recorded as Analyst at UBS. Joshua Spector has spoken on 97 earnings calls and 10 other investor events across 36 companies, most recently for Rpm International Inc on October 6, 2026. Those appearances were for Ppg Industries Inc (PPG), Element Solutions Inc (ESI), Sherwin Williams Co (SHW), Westlake Corp (WLK), DuPont de Nemours, Inc. (DD) and 31 other companies. The companies whose calls Joshua Spector spoke on are classified in the Basic Materials, Consumer Cyclical, Technology and Consumer Defensive sectors.
Joshua Spector on recent calls
“I guess what I'm struggling with a little bit is that if CPG volumes are only down modestly, it would mean that pricing in CPG is pretty weak. I think if pricing was similar to the group, it'd be down closer to mid-single digits.”
“I wanted to follow up on some of the licensing questions and really specifically I think in your comments you seem to be talking about a hundred million dollars of incremental revenue opportunity perhaps this year into next year.”
“I wanted to follow up on some of the licensing questions and really specifically I think in your comments you seem to be talking about a hundred million dollars of incremental revenue opportunity perhaps this year into next year.”
“I was wondering if you could share some of your thoughts around some of the China battery tax breaks and how that might impact lithium demand, if at all, and if that has any ability on an ability to pay for lithium into that market.”
“I wanted to ask just on your comments around the surcharge to structural pricing kind of transition here. So, how much pricing in 2Q would you say was from surcharges and what's kind of left within the mix today?”
Affiliation history
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UBS
Analyst
Source not stated
Current
Company network
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
WLK
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
Packaging & Containers · Consumer Cyclical
FMC
Agricultural Inputs · Basic Materials
TROX
Chemicals · Basic Materials
OLN
Chemicals · Basic Materials
ECL
Specialty Chemicals · Basic Materials
DOW
Chemicals · Basic Materials
HUN
Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
OEC
Specialty Chemicals · Basic Materials
CTVA
Agricultural Inputs · Basic Materials
CTA-PB
Agricultural Inputs · Basic Materials
ALB
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
CC
Specialty Chemicals · Basic Materials
LIN
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
GLW
Electronic Components · Technology
Packaging & Containers · Consumer Cyclical
Specialty Chemicals · Basic Materials
INGR
Packaged Foods · Consumer Defensive
Specialty Chemicals · Basic Materials
Packaging & Containers · Consumer Cyclical
Packaging & Containers · Consumer Cyclical
MEOH
Chemicals · Basic Materials
VLTO
Pollution & Treatment Controls · Industrials
CBT
Specialty Chemicals · Basic Materials
ASH
Specialty Chemicals · Basic Materials