Materials French Community

ZCCM-IH is an investment holding based in Zambia with focus on mining and energy business. They hold very substantial assets: Investments – ZCCM Investments Holdings Plc Thank to the reorganization of the Mopani Copper Mine - they sold 51% to Delta Mining - an indirect subsidiary of International Resource Holding- Assets - International Resources Holding which is itself a subsidiary of Abu Dhabi listed International Holding Campany: IHC | International Holding Company which itself belongs 60% to the very powerful Royal Group of the ultra-rich Royal Family of Abu Dhabi; they recorded a profit on group level of 2 billion USD in first half 2024; but the share price don't go inline with the huge increase of the book value (market capitalization of just 200 Mio.Read more

Vicat could benefit from big, long-running public building projects in France and a shift toward cleaner cement, while new plants and AI tools aim to lower costs and boost output. But weak housing demand, currency swings, and the high cost and complexity of major carbon-capture investments could still drag on results.Read more

Glass bottles may be falling out of favor as brands push lighter and cheaper packaging, while tougher climate rules make glassmaking more expensive. Verallia is investing in cleaner production and buying rivals to stay competitive, but the mix of changing customer habits and rising costs could still squeeze sales and profits.Read more

Air Liquide is leaning on booming chipmaking and cleaner energy projects to keep growing, while its healthcare business helps smooth out the cycle when industry slows. The key question is whether big hydrogen bets and efficiency programs can keep paying off if customer demand stays soft or new technology reduces the need for its gases.Read more

Arkema is betting its future on specialty materials used in fast-growing areas like batteries, electronics, and greener plastics, which could make it less tied to the usual boom-and-bust swings of basic chemicals. But the company still leans on older petrochemical products and faces costly upgrades and tougher competition, which could squeeze profits if demand stays soft.Read more

Imerys could get a big lift from a new European lithium supply project as electric vehicles and energy storage keep growing, while its shift toward higher‑value mineral products supports stronger profits. But tougher environmental rules, recycled and substitute materials, and long‑running legal issues could still weigh on demand and costs.Read more

Glass packaging looks old-school, but Verallia’s push into cleaner, lighter bottles could help it win customers as brands and regulators demand lower-impact packaging. The big question is whether higher energy and upgrade costs—and shifting packaging rules—eat into profits before those sustainability gains show up.Read more

Imerys is leaning into electric-vehicle batteries and greener building materials, hoping new projects and premium products can lift profits even if traditional markets stay sluggish. The big question is whether its flagship lithium push can arrive on time and at a sensible cost, or whether delays, low lithium prices, and legal overhangs keep returns under pressure.Read more

Verallia is betting on greener, more efficient glass production and new premium bottle designs to win customers as brands and regulators push harder for sustainable packaging. But weak pricing, high energy costs, and tough European demand could make it harder to turn those upgrades into steadier profits.Read more