PERSON DIRECTORY
Alexandra Engler
Alexandra Engler appears in 1 indexed conversation across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Alexandra Engler pitches Celanese at Sohn 2025
Alexandra Engler pitches Celanese at $79 a share, arguing the market has overlooked a structural methanol supply deficit that could lift Acetyls profitability.Celanese controls 63% of U.S. acetic acid capacity and has an almost 50% cost advantage, while U.S. additions are now behind the company.Engler forecasts U.S. acetic acid prices rising 30% by 2028 and Acetyls EBITDA 50% above 2024 levels, while Engineered Materials remains the key unresolved risk.