AdvanSix (ASIX) investor relations material

Diverse product portfolio and market leadership

• Holds leading North American positions in nylon solutions and chemical intermediates, and is the largest single-site producer of ammonium sulfate globally.

• Product portfolio includes caprolactam, nylon resins, ammonium sulfate fertilizer, acetone, phenol, and specialty amines.

• End-use applications span carpets, engineered plastics, packaging, fertilizers, paints, adhesives, and electronics.

Fertilizer market dynamics and ammonium sulfate focus

• Urea is the most consumed nitrogen fertilizer, but ammonium sulfate is valued for providing both nitrogen and sulfur.

• Ammonium sulfate quality, especially size and uniformity, is critical for customer satisfaction.

• Sulfur nutrition is increasingly important due to reduced SO2 emissions, driving demand for ammonium sulfate.

• Ammonium sulfate represents less than 5% of total nitrogen consumption but is gaining market share.

SUSTAIN program and production investments

• Multi-year SUSTAIN program targets expansion of granular ammonium sulfate production by ~200,000 tons/year.

• Investments aim to improve logistics, efficiency, and flexibility, with no net increase in energy use or emissions.

• USDA awarded a $12M grant to support granular ammonium sulfate expansion.

• Expected IRR for the program exceeds 30%, with phased benefits as projects come online.