LANXESS Aktiengesellschaft

LANXESS announced a new distribution agreement in Mexico with Univar Solutions for its specialty additives on 23 September 2026. The deal covers LANXESS additives for lubricant and metalworking fluid applications aimed at industrial customers across the Mexican market, and LANXESS plans to use Univar Solutions' local sales network and technical resources to support product adoption and regulatory compliance in Mexico. The partnership plugs LANXESS additives directly into Univar Solutions México's existing lubricant and metalworking fluids channel, including base stocks and complementary performance chemistries, giving LANXESS access to industrial users across automotive, transportation and general manufacturing. Univar's Solution Center in Mexico City will support customers with local formulation and regulatory know how. The agreement lines up with LANXESS' focus on reallocating capital toward specialty additives and expanding its addressable market in higher margin areas, letting the company lean on Univar's distribution and technical network rather than build a full scale local platform from scratch. Investors will watch how quickly LANXESS volumes in lubricant and metalworking additives tied to Mexico appear in management's segment disclosures over the next few reporting periods.

Lanxess AG reported a strong sequential increase in EBITDA and cash flow for the second quarter of 2026, confirming its full-year guidance of between EUR450 million and EUR550 million. The company described the quarter as an operational turning point, with improvements in both pricing and volume, and issued quantitative third-quarter guidance of EUR130 million to EUR150 million. Lanxess also successfully issued a EUR500 million bond with a five-year tenure and a coupon of 4.375% to replace a bond due in October. Management highlighted tight net working capital management, especially on inventory, and noted that net financial debt has been consistently reduced over the last few years with further improvements expected. CEO Matthias Zachert and other managers made personal share purchases during the quarter, signaling confidence in the company's potential.

The global chromium salt market is projected to grow from 4.9 billion dollars in 2026 to 6.6 billion dollars by 2033, according to a new report from ResearchAndMarkets.com. The market was valued at 4.7 billion dollars in 2025 and is expected to register a compound annual growth rate of 4.5 percent from 2026 to 2033. Asia Pacific dominated with a 46.3 percent revenue share in 2025, driven by its extensive manufacturing base and demand from leather, textile, and industrial chemical sectors. The 85-page study profiles key players including BASF, Lanxess, and eight other companies, and covers product segments such as chromium sulfate, chloride, nitrate, and acetate across end uses like leather, automotive, construction, and textiles.

The global insoluble sulfur market is projected to grow from USD 1.27 billion in 2025 to USD 2.27 billion by 2035, at a compound annual growth rate of 6.00%, according to SNS Insider. The tire manufacturing segment dominated with a 65% share in 2025, driven by annual global tire production exceeding 3 billion units. High dispersion grade insoluble sulfur is the fastest-growing segment, fueled by electric vehicle tire requirements for superior steel cord adhesion and micro-dispersion. Asia Pacific led the market with 42.8% of global revenues in 2025, with China accounting for approximately 54.6% of that region's revenues. North America and Europe are also significant markets, supported by major tire manufacturers and chemical producers such as Eastman Chemical and LANXESS.