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Cabot Corporation Announces Production Capabilities in Asia Pacific for Circular Reinforcing Carbons Powered by its EVOLVE Sustainable Solutions Technology Platform

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(Moderate)
Rhea-AI Sentiment
(Very Positive)
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Cabot (NYSE: CBT) announced production capability in Asia Pacific for its circular reinforcing carbons via the EVOLVE Sustainable Solutions platform on Feb 18, 2026. Facilities in Cilegon, Indonesia and Tianjin, China validated production using tire pyrolysis oil (TPO) and an ISCC PLUS mass balance approach.

Cabot now has regional production across Asia, Europe and the Americas, supported by 13 ISCC PLUS certified sites and two certified masterbatch/compounding sites in Europe.

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Positive

  • Regional production capability across Asia, Europe and the Americas
  • 13 ISCC PLUS certified sites supporting circular reinforcing carbon portfolio
  • Validated Asian plants in Cilegon and Tianjin producing TPO-based products
  • Drop-in replacement for traditional carbon black using tire pyrolysis oil

Negative

  • None.

News Market Reaction – CBT

+0.71%
1 alert
+0.71% News Effect

On the day this news was published, CBT gained 0.71%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Sustainable material target: 40% Full sustainability target: 100% Certified circular sites: 13 ISCC PLUS sites +1 more
4 metrics
Sustainable material target 40% Many tire manufacturers’ sustainability goal for total tire production by 2030
Full sustainability target 100% Many tire manufacturers’ sustainable material goal for 2050
Certified circular sites 13 ISCC PLUS sites Sites supporting Cabot’s circular reinforcing carbon portfolio across Asia, Europe, Americas
Certified masterbatch sites 2 sites Masterbatch and compounding sites in Europe certified for EVOLVE platform products

Market Reality Check

Price: $75.75 Vol: Volume 521,508 is slightl...
normal vol
$75.75 Last Close
Volume Volume 521,508 is slightly below the 20-day average of 588,865, suggesting no outsized trading response. normal
Technical Shares at $74.82 are trading above the 200-day MA of $72.97, indicating a previously constructive trend.

Peers on Argus

Peer moves are mixed: FUL appeared in momentum scanners down ~2.18%, while SXT w...
1 Up 1 Down

Peer moves are mixed: FUL appeared in momentum scanners down ~2.18%, while SXT was up ~6.06%, indicating stock-specific rather than broad specialty chemicals momentum.

Historical Context

5 past events · Latest: Feb 03 (Negative)
Pattern 5 events
Date Event Sentiment Move Catalyst
Feb 03 Quarterly earnings Negative -2.1% Earnings showed EPS and segment EBIT declines versus prior year.
Feb 02 Dividend declaration Positive +0.9% Board declared a quarterly cash dividend of $0.45 per share.
Feb 02 Acquisition close Positive +0.9% Completed acquisition of MXCB, expanding carbon manufacturing footprint.
Jan 13 ESG ratings update Positive -1.9% Improved CDP Water Security score and stable Climate Change rating.
Jan 09 Earnings date set Neutral +1.4% Announced timing and webcast details for upcoming Q1 2026 results.
Pattern Detected

Recent news reactions mostly aligned with the underlying tone: earnings weakness and dividend/acquisition positives moved as expected, while one sustainability rating update saw a negative divergence.

Recent Company History

Over recent months, Cabot has balanced financial headwinds with strategic and sustainability initiatives. Q1 fiscal 2026 results on Feb 3 showed weaker earnings and drove a -2.15% move. A dividend declaration and the MXCB acquisition on Feb 2 each coincided with a +0.93% gain, highlighting support for shareholder returns and footprint expansion. A CDP sustainability rating update on Jan 13 still saw a -1.9% reaction. Today’s expansion of circular reinforcing carbon capabilities extends that sustainability and manufacturing footprint theme.

Market Pulse Summary

This announcement highlights Cabot’s expanded ability to produce circular reinforcing carbons in Asi...
Analysis

This announcement highlights Cabot’s expanded ability to produce circular reinforcing carbons in Asia Pacific, giving it coverage across major regions and supporting tire manufacturers’ targets of 40% sustainable material use by 2030 and 100% by 2050. It extends themes from recent sustainability and footprint updates while following weaker Q1 earnings. Investors may watch how these capabilities translate into volumes, margins, and customer adoption, as well as how they complement prior acquisitions and environmental rating progress.

Key Terms

tire pyrolysis oil, international sustainability & carbon certification (iscc) plus, mass balance approach
3 terms
tire pyrolysis oil technical
"These products use tire pyrolysis oil (TPO) derived from end-of-life tires"
Tire pyrolysis oil is a dark, energy‑dense liquid produced by heating scrap tires in the absence of oxygen so they break down into oil, gas and solids; the oil is then collected for use as a low‑grade fuel or as a raw material for chemicals. Investors care because it links waste management and energy markets—its price and demand respond to fuel costs, recycling rules, and environmental regulations, so it can affect margins and growth prospects for firms that produce or use it.
international sustainability & carbon certification (iscc) plus regulatory
"leverage an International Sustainability & Carbon Certification (ISCC) PLUS mass balance approach"
International Sustainability & Carbon Certification (ISCC) PLUS is a voluntary verification system that proves raw materials and products — especially bio-based, agricultural, and feedstock goods — are produced, tracked and transported according to defined environmental and social standards. For investors, an ISCC PLUS label acts like a trust mark that can reduce regulatory and reputational risk, improve access to buyers with sustainability rules, and influence costs, pricing power and long-term demand.
mass balance approach technical
"Certification (ISCC) PLUS mass balance approach"
A mass balance approach is a bookkeeping method that tracks how much sustainable, recycled, or specialty input is present when those inputs are mixed with conventional materials during production; it assigns a proportion of the sustainable content to finished products rather than physically separating batches. Like saying a percentage of candies in a mixed jar came from a recycled batch, it lets companies make certified sustainability claims, affecting regulatory compliance, customer trust, supply risks and potential market value for investors.

AI-generated analysis. Not financial advice.

Company now has capabilities across key regions to advance sustainable offerings 

BOSTON, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Cabot Corporation (NYSE: CBT) today announced the availability to produce in Asia Pacific its circular reinforcing carbons powered by its EVOLVE Sustainable Solutions technology platform. As such, Cabot's manufacturing facilities in Cilegon, Indonesia and Tianjin, China have successfully validated their ability to produce circular reinforcing carbons. These products use tire pyrolysis oil (TPO) derived from end-of-life tires and leverage an International Sustainability & Carbon Certification (ISCC) PLUS mass balance approach. With this milestone, Cabot now has circular reinforcing carbon production capability across all major regions including Asia, Europe and the Americas, further accelerating tire circularity and sustainability worldwide.

Tire manufacturers across the globe are pursuing ambitious sustainability commitments, with many aiming for 40% sustainable material use in total tire production by 2030 and 100% by 2050. These goals are increasing demand for circular solutions, including Cabot’s TPO-based circular reinforcing carbons, which serve as a drop-in replacement for traditional carbon black, enabling manufacturers to boost the sustainable content of their products without compromising tire performance. By having production capabilities in all regions, Cabot is continuing to strengthen supply chain efficiency through its “make-in-region, sell-in-region" approach, while helping to improve environmental sustainability across the tire value chain.

“This achievement reflects our deep commitment to delivering sustainable solutions across Asia Pacific and globally,” said Aatif Misbah, vice president and general manager, Sustainable Solutions, Reinforcement Materials segment. “Scaling our circular reinforcing carbon capabilities helps strengthen our role as a trusted partner to the tire industry, while helping to drive meaningful sustainability progress. Looking ahead, we remain focused on supporting our customers’ evolving needs and helping enable a more sustainable future.”

In addition to the newly validated sites in Asia, Cabot’s manufacturing facilities in Ville Platte, Louisiana, USA; Mauá, Brazil; and Valasske Mezirici (Valmez), Czech Republic have already demonstrated their capability to produce circular reinforcing carbons. These products are ISCC PLUS certified and offered under the recovered category of Cabot’s EVOLVE Sustainable Solutions technology platform. With a total of 13 ISCC PLUS certified sites supporting its circular reinforcing carbon portfolio across Asia, Europe and the Americas as well as two certified masterbatch and compounding sites in Europe, Cabot continues to advance its commitment to a circular, sustainable global economy.

For more information about EVOLVE Sustainable Solutions, visit cabotcorp.com/evolve.

ABOUT CABOT CORPORATION
Cabot Corporation (NYSE: CBT) is a global specialty chemicals and performance materials company headquartered in Boston, Massachusetts. The company is a leading provider of reinforcing carbonsspecialty carbonsbattery materials, engineered elastomer compositesinkjet colorantsmasterbatches and conductive compoundsfumed metal oxides and aerogel. For more information on Cabot, please visit the company’s website at cabotcorp.com.

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995: Statements in the press release regarding Cabot's business that are not historical facts are forward looking statements that involve risks and uncertainties. For a discussion of such risks and uncertainties, which could cause actual results to differ from those contained in the forward looking statements, see "Risk Factors" in the Company's Annual Report on Form 10-K.

Contact:  Emily Moran
 Corporate Communications
 emily.moran@cabotcorp.com
 (617) 460-4517
  
 Robert Rist
 Investor Relations
 robert.rist@cabotcorp.com
 (617) 342-6374



FAQ

What did Cabot (CBT) announce on Feb 18, 2026 about circular reinforcing carbons?

Cabot announced Asia Pacific production capability for its EVOLVE circular reinforcing carbons using TPO. According to Cabot, Cilegon and Tianjin plants validated production under an ISCC PLUS mass balance approach, expanding regional supply across Asia, Europe and the Americas.

How many ISCC PLUS certified sites support Cabot's circular reinforcing carbon portfolio (CBT)?

Cabot has 13 ISCC PLUS certified sites supporting its circular reinforcing carbon portfolio. According to Cabot, those sites span Asia, Europe and the Americas and include two certified masterbatch and compounding sites in Europe.

What feedstock does Cabot use for its circular reinforcing carbons (CBT) in Asia Pacific?

Cabot uses tire pyrolysis oil (TPO) as the feedstock for its circular reinforcing carbons in Asia Pacific. According to Cabot, TPO-derived products are manufactured using an ISCC PLUS mass balance approach to enable sustainable content.

How will Cabot's regional production (CBT) affect tire makers aiming for sustainable content targets?

Regional production aims to improve supply-chain efficiency and access to circular materials for tire makers. According to Cabot, its make-in-region, sell-in-region approach helps manufacturers increase sustainable material use without altering tire performance.

Which Cabot manufacturing sites have validated circular reinforcing carbon production for EVOLVE (CBT)?

Validated sites include Cilegon, Indonesia and Tianjin, China, plus previously validated plants in the U.S., Brazil and Czech Republic. According to Cabot, these sites collectively support EVOLVE recovered-category circular reinforcing carbon production globally.
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