AdvanSix Now Expects 2024 Capital Expenditures Of $135M-$140M (Prior $140M-$150M)
AdvanSix Now Expects 2024 Capital Expenditures Of $135M-$140M (Prior $140M-$150M)
advansix现在预计2024年的资本支出为$13500万至$14000万（之前为$14000万至$150百万）
Outlook
展望
- 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
- 硫酸铵60档摆盘在持续强劲的硫营养需求支撑下于2024年第四季度销售完成
- 预计全球丙酮供需条件将保持平衡至紧俏
- 预计北美尼龙行业板块将在稳定的终端市场需求支撑下略有改善
- 预计2024年资本支出将在135至14000万元之间，反映了经过精细执行时机调整以应对企业关键风险缓解和增长项目的调整，包括我们的SUSTAIN（可持续美国硫酸盐以加速增加营养）计划
- 由于额外所需的维护工作以及我们计划的工厂转型后在霍普韦尔工厂推向全产能的进度延后，我们预计2024年第四季度税前收入将额外受到约1700万不利影响，包括与固定成本吸收和较高维护费用有关的1000万美元，以及700万美元的销售减少；对2024年第三季度的结果没有影响
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