Outlook

• Ammonium sulfate order book sold through 4Q24 amid continued strong sulfur nutrition demand
• Expect balanced to tight global acetone supply and demand conditions
• Expect North American nylon industry spreads to modestly improve amid stable end market demand
• Expect Capital Expenditures to now be $135 to $140 million in 2024, reflecting refined execution timing to address critical enterprise risk mitigation and growth projects including our SUSTAIN (Sustainable U.S. Sulfate to Accelerate Increased Nutrition) program
• As a result of additional required maintenance and a delayed ramp to full operating rates at our Hopewell site following our planned plant turnaround, we expect an incremental approximately $17 million unfavorable impact to pre-tax income in 4Q24, inclusive of $10 million related to fixed cost absorption and higher maintenance expense, and $7 million of lost sales; no impact on 3Q24 results