Element Solutions
Element Solutions Inc is a specialty chemicals company whose businesses supply a broad range of solutions that enhance the performance of products people use every day. The company's reportable segments are Electronics and Industrial & Specialty. The Electronics segment, which generates maximum revenue, researches, formulates, and sells specialty chemicals and process technologies for all types of electronics hardware, from complex printed circuit board designs to semiconductor packaging. This segment's wet chemicals for metallization, surface treatments, and solderable finishes form the physical circuitry pathways, and its assembly materials, such as solder, pastes, fluxes, and adhesives, join those pathways together.www.platformspecialtyproducts.com
22
MENTIONS
5
EPISODES
5
PODCASTS
Search complete. 22 mentions across 5 episodes found for "Element Solutions".
Sep 8, 2026
Victoria MeyerHOST
And I think that just reflects a bit of where you sit, where you see value propositions, um, and where it's going.
Victoria MeyerHOST
Headline number three, "Solstice and Element terminate $14.5 billion merger deal after shareholder feedback." So this is Solstice Advanced Materials, which recently, recently, in the past year or so, completed its spin out from Honeywell, um, and Element Solutions, which this was gonna be around electronic chemicals, refrigerants.
Victoria MeyerHOST
The message that came back from both of their boards is that they viewed that the companies were better alone than together.
Victoria MeyerHOST
Now, there's probably subtext.
Mark LongoHOST
This is another newcomer.
Mark LongoHOST
This is Element Solutions Inc., ticker symbol ESI, trading $34.94, up about half a buck today.
Mark LongoHOST
This is in a specialty chemicals company.
Mark LongoHOST
Say that five times fast.
David FaberHOST
... as a shareholder.
David FaberHOST
Uh, I'm talking about these advanced materials companies, Solstice buying Element Solutions.
David FaberHOST
They announced that deal back on, uh, July 6th, and it was immediately, um ...
Jim CramerHOST
Wow.
Jim CramerHOST
Exactly right.
David FaberHOST
And that exacerbated, uh, the move in the stock which led to, of course, them calling off the deal.
Jim CramerHOST
What's so funny is that Element Solutions was, uh, maybe until recently, you know, don't be ...
Jim CramerHOST
This is the actual core nature of what chips are made with.
Jameson CroteauHOST
Today, our panel will feature S&P Global energy reporters.
Jameson CroteauHOST
We have Nayana Kosula, associate price reporter, chemicals, and Chemical Week specialties editor, Sotirios Frangoudis, and lead editor, Americas, Vincent Falk.
Jameson CroteauHOST
How's everyone doing today?
Vincent ValkGUEST
Great, Jameson.
Vincent ValkGUEST
And as to your question, you know, it definitely seems like more of the latter.
Vincent ValkGUEST
I mean, many companies specifically cited supply constraints related to the Middle East conflict as the reason for the earnings boost.
Vincent ValkGUEST
LyondellBasell, ExxonMobil, at least in their chemicals segment, Westlake, all reported higher margins in Q2 as a result of suddenly tighter supply.
Vincent ValkGUEST
Um, of course, with that said, it definitely was the strongest quarter we've seen for the industry in a while, and there are some kind of positive-ish signals beyond this kind of presumably temporary, but we'll get to that later, I guess.
speaker_0HOST
PwC reported in June that chemical sector capital is concentrating around specialty platforms and strategic carve-outs, with buyers particularly interested in coatings, advanced materials, and other differentiated businesses, in a market where deal value reached $67 billion on a trailing 12-month basis in the first quarter across 552 transactions.
speaker_0HOST
In July, Solstice Advanced Materials agreed to acquire Element Solutions in a $14.5 billion transaction, combining Solstice's specialty material operations with Element's electronics chemicals business, one recent example among many of how portfolios in this sector are being reshaped.
speaker_0HOST
M&A does not automatically reduce competition, and individual transactions should not be treated as evidence of a supply problem, but continued consolidation raises an important procurement question.
speaker_0HOST
are supposedly independent sources becoming economically connected.