Olin Corporation: Will Epoxy Market Dynamics Help The Company Benefit From Potential EU Antidumping Duties?

Olin Corporation’s latest financial results present a mixed picture, reflecting both strategic advancements and ongoing challenges. The fourth quarter saw positive developments, such as a sequential 9% sales increase in Chlor Alkali Products and Vinyls (CAPV), facilitated by volume recovery post-Hurricane Beryl and improved pricing. Additionally, cost reductions are underway, with plans to achieve $250 million in savings by 2028, including $20 to $30 million aimed for in 2025. On the Epoxy front, despite seasonally lower demand, there was an over 50% sequential rise in adjusted EBITDA, attributed largely to pricing gains and reduced hurricane impacts.