Chemicals, Paper & Packaging Weekly Update

Research evidence excerpt

Chemicals, Paper & Packaging Weekly Update

Exhibit 4: Notable Events for the Week Ending July 3, 2026

Notable events in the Chemicals and Paper & Packaging sectors

June 29 Methanex will indefinitely idle its 860,000 mt Titan methanol plant in Trinidad, as it was unable to agree on a

new natural gas supply contract. Titan’s current natural gas contract expires in Q3:26. (Atlas, owned 63.1/36.9

by Methanex/INEOS Quattro) remains indefinitely idled in a preserved state. Titan is not currently contributing

EBTIDA of FCF. Methanex noted that natural gas supply is structurally tight, which makes Titan’s operations

commercially unviable.

June 29 Mineral Technologies filed a Plan of Reorganization in the Chapter 11 cases of BMI OldCo Inc. (f/k/a Baretts

Minerals Inc.), a producer of talc. The Plan offer to fund a Talc Personal Injury Trus with $450 mm from Non-

Debtor Affiliates, and the Non-Debtor Affiliates’ waver of >$100 mm in claims against the Debtors. The issue

before the Court is if any talc sold by BMI Oldco contained sufficient quantity and form of asbestos to

potentially cause abestos-related diseases. MTI will record a $290 mm charge in Q2:26.

June 29 Vibrantz Technologies named Garrett Gabel as CFO, succeeding interim CFO Dale Mikus. Gabel was last CFO of

Multi-Color Corporation.

June 29 Corteva announced its Board of Directors for both its future crop protection company and for Vylor, its

advanced seed and genetics spin-off.

June 29 OCI N.V.: NNS Holding (Cyprus) Limited submitted a draft Offer Memorandum to the AFM (Dutch Authority for

the Financial Markets) in connection with a voluntary all-cash public offer for all of OCI shares at €4.10/share

(cum dividend). NNS has irrevocable non-tender undertakings with certain members of the Sawiris family, who