TSE:4208
TSE:4208Chemicals

Is UBE’s Kyushu Kiln-to-Recycling Pivot Altering The Investment Case For UBE (TSE:4208)?

On 23 December 2025, UBE Corporation’s board approved shutting down the kiln at Kanda District 2 of its Kyushu Plant by March 2027 and converting the site into a recycling promotion center for various waste streams. This decision marks a meaningful pivot in UBE’s industrial footprint toward recycling-focused operations, potentially reshaping how the company allocates capital and manages environmental responsibilities. We’ll now examine how UBE’s move to repurpose the Kyushu facility into a...