Analyst OutlookAnalyst raised the price target, signaling stronger confidence in future cash flows and an improved valuation outlook for the stock.
Joint Venture EconomicsPositive PPG joint venture economics with peer-leading unit costs near $5,000 per tonne and much lower capital intensity support stronger margin potential.
Project Expansion And CapexThe first phase of the Pozuelos-Pastos Grandes project is expected to start production in 2029 with total capex around $3.3 billion, implying significantly lower capital intensity than many new projects.