The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Paretosh Misra - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: So in Performance Materials in China, as we go into Q3, there's really no incremental adoption there, right, due to China 6. In other words, China
was essentially at 100% for the entire Q2?
Question: Paretosh Misra - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Got it. And then quickly on engineered -- in Engineered Polymers, have you fully absorbed that accounting benefit that you've talked about before,
that $7 million benefit, I guess? Or is that yet to be reflected in numbers?
Question: Paretosh Misra - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Got it. And lastly, just going to your industrial specialty business, how likely you think that it bottomed in second quarter, given that some of the
substitute prices have improved and you realize them or see them, I guess, with a bit of lag. And just the general improvement in industrial activity
in Q3 versus Q2, so which should be good for your volumes. Any comments on that would be great.
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