Yinan Zhao

Yinan Zhao, an analyst from Pzena Investment Management, shares insights on Olin Corporation, a key player in the industrial chemicals sector. He discusses the chlor-alkali market and Olin's shift to a low-cost production model, which allows for resilience through economic cycles. The conversation also addresses the impact of COVID-19 on earnings, strategic management shifts within the company, and evolving ESG challenges. Zhao emphasizes the importance of innovation and robust cash flow in navigating the cyclical nature of the chemical industry.