Matt Hettwer

Basic Materials

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

17%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q1 '26

Focus Areas9 topics

M&A3Capital Allocation2Innovation & R&D1Competitive Dynamics1Supply Chain1Demand1Macroeconomic1Fx1Margin1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

ALBAlbemarle Corporation1 quarter

2025 Q2

Where would you estimate that global lithium operating rates were in the second quarter?

Competitive DynamicsSupply ChainView in transcript →

why did you decide to leave the estimate so broad? Other than tariffs, what's driving the uncertainty

ChallengingDemandMacroeconomicView in transcript →

ECLEcolab1 quarter

2025 Q3

I wanted to get your thoughts on how Ecolab is positioned with regards to next-generation cooling technologies such as direct-to-chip cooling

Innovation & R&DM&AView in transcript →

IFFInternational Flavors & Fragrances3 quarters

2026 Q1

how are you thinking about capital allocation between stock buybacks, R&D investment, bolt-on M&A opportunities and new ventures like Alpha Bio?

Capital AllocationM&AView in transcript →

2025 Q3

Would you comment on two items: a, the potential pace of execution against the $500 million share repurchase authorization that you announced last quarter; and then b, the expected cash proceeds fr...

Capital AllocationM&AView in transcript →

2024 Q4

Can you help us to understand why the FX headwind to EBITDA is two percent higher than the impact on sales

FxMarginView in transcript →