Trinseo surged 10.55% intraday after announcing restructuring efforts and strong demand for recycled-content products. The company reported a 12% year-to-date increase in recycled-content sales within its Engineered Materials segment, driven by growing traction in higher-margin PMMA resins and a sold-out pilot-scale recycled-content production capacity. CEO Frank Bozich highlighted a 10% year-over-year volume increase in formulated PMMA resins starting in late Q3, with continued momentum into Q4. Restructuring actions, including closing underperforming plants in Europe, are expected to generate $30 million in EBITDA savings by 2026. A partnership with Tapì Group, using Trinseo’s 50% recycled-content PMMA in premium closures, further underscored the company’s sustainability alignment, reinforcing investor confidence in its strategic shift toward value-added, eco-friendly materials.
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