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    How New ISCC-Certified POM ECO-C and Carbon Data Tools At Celanese (CE) Have Changed Its Investment Story

    Simply Wall St·12/10/2025 13:28:36
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    • Celanese recently received International Sustainability & Carbon Certification (ISCC) Carbon Footprint Certification for its Hostaform and Celcon POM ECO-C grades at its Frankfurt, Germany and Bishop, Texas plants, underpinned by carbon capture and utilization investments at the Clear Lake, Texas Fairway Methanol joint venture with Mitsui & Co.
    • This move deepens Celanese’s role in lower-carbon engineering plastics while its Chemille digital assistant now offers product-level carbon footprint data to help customers make more informed sustainability choices.
    • We’ll now examine how this expanded ISCC-certified POM ECO-C offering and enhanced carbon transparency could influence Celanese’s existing investment narrative.

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    Celanese Investment Narrative Recap

    To own Celanese, you generally need to believe its engineered materials and acetyl platforms can recover from current industry weakness and convert cost cuts and portfolio upgrades into durable earnings. The new ISCC Carbon Footprint Certification supports the longer term sustainable materials story, but does not materially change the near term picture where depressed volumes, margin pressure in acetyls and elevated debt remain key swing factors for the share price.

    The ISCC-certified POM ECO-C grades link back to Celanese’s earlier collaboration with Henkel on carbon capture based adhesives, both anchored in the Clear Lake CCU investments. Together they reinforce one of the core potential catalysts for the stock: that green chemistry and lower carbon polymers could help Celanese win share when end markets eventually stabilize and customers place more weight on product-level carbon data.

    Yet, against this promising sustainability angle, investors still need to weigh the risk that prolonged overcapacity and weak demand in acetyls could...

    Read the full narrative on Celanese (it's free!)

    Celanese's narrative projects $10.2 billion revenue and $799.9 million earnings by 2028. This implies a 1.0% yearly revenue decline but an earnings increase of about $2.4 billion from -$1.6 billion today.

    Uncover how Celanese's forecasts yield a $52.50 fair value, a 31% upside to its current price.

    Exploring Other Perspectives

    CE 1-Year Stock Price Chart
    CE 1-Year Stock Price Chart

    Six members of the Simply Wall St Community currently see Celanese’s fair value between US$52.50 and about US$90.02, highlighting how far opinions can stretch. Set those views against the risk that persistent overcapacity and weak demand keep volumes and margins under pressure, and it becomes even more important to compare several perspectives on what could drive a sustained recovery in the business.

    Explore 6 other fair value estimates on Celanese - why the stock might be worth just $52.50!

    Build Your Own Celanese Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.