May. 29 at 6:55 PM
$TTI is making a big strategic move. The
$220M expansion in Arkansas bromine is not incremental — it signals a shift in the company’s long-term direction.
Bromine demand is strengthening with zinc-bromine batteries and grid-scale storage. That puts
$TTI closer to energy infrastructure than traditional oilfield services.
Smackover Formation gives them a real resource advantage, which is not easy to replicate.
If execution holds, this could support a re-rating over time as earnings mix shifts away from pure services.
Key question: is the market still pricing
$TTI as oilfield, or starting to see it as critical materials exposure?
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