ENXTBR:SOLBChemicals
Did Solvay’s (ENXTBR:SOLB) Rare Earth Expansion and Saudi Restart Just Quietly Redefine Its Investment Narrative?
Solvay reported a quarter with a 20% EBITDA decline, confirmed its full-year 2026 guidance, and in 2026 restarted its peroxide plant in Saudi Arabia while committing further capital to expand rare earth separation capacity at its La Rochelle site.
A key differentiator is Solvay’s position as the only company outside China able to separate all 17 rare earth elements, which could prove important for customers seeking diversified supply chains.
Next, we’ll examine how Solvay’s rare earth...