Energy And Feedstock CostsHigher feedstock and energy costs are causing a significant decrease in earnings estimates, with the first quarter EPS estimate lowered drastically.
Macroeconomic ConditionsThe CEO mentioned 'persistently weak macroeconomic conditions' and announced new actions to reduce operational expenses.
Maintenance And Operational HeadwindsThe company faces maintenance activity headwinds, impacting EBITDA across its three segments, with a $125MM combined impact expected in the first quarter.