Orion Engineered Carbons SA at Credit Suisse Basic Materials Conference Transcript

Sep 13, 2022 / 05:15PM GMT
John Ezekiel E. Roberts - Crédit Suisse AG - Research Division - Research Analyst

Welcome, everyone. Back to the Credit Suisse 35th Annual Specialties and Basics Conference. I'm John Roberts from Credit Suisse. I run the U.S. Chemical Group. With us today, we have Orion Carbons, Orion Engineered Carbons, excuse me, for the fireside chat. And we have with us Corning Painter, CEO; and Jeffrey Glajch, CFO; Corning has been with Orion Carbon since 2018. And many of you will know him. He was Head of Industrial Gases at Air Products prior to that. And then Jeff has recently become CFO at Orion Engineered Carbons and was previously CFO at Graham, a leading manufacturer of heat transfer equipment. I'd like to say there are a lot of parallels between the industrial gas industry in the carbon black industry. And oftentimes, people miss that.

So carbon black is not as light as air, but it's one of the least dense chemical products that we deal with and has similar local, regional, oligopolistic type structure to it. You also have large on-site customers and smaller specialty

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