Flowvium
Back to Explorer

Olin Corporation

OLNleader

Olin is a leading manufacturer of chlorine/caustic soda (chlor-alkali chemicals) and the Winchester ammunition brand. Its chlor-alkali business benefits from tight supply/demand dynamics while Winchester serves both civilian and military ammunition markets.

Share:
⇄ Compare

Products & Revenue

Product Revenue Share

Revenue Breakdown ($6.9B)

Static data (loading live financials…)

Chlor Alkali Products & Vinyls (48%)
Winchester (30%)
Epoxy (22%)

Segment Breakdown & Key Customers

Product Details

Chlorine & Caustic Soda (Chlor Alkali)48%

Largest US chlor-alkali producer. Chlorine used in PVC and water treatment; caustic soda used in pulp, paper, and aluminum.

Winchester Ammunition30%

Military and commercial ammunition — one of two major US ammunition manufacturers. Significant defense contractor.

Epoxy Resins22%

Specialty epoxy resins and systems for coatings, composites, and electronics.

Supply Chain Relationships

Partners

Dow Inc.

Chlor-alkali supply

Impact: ethylene dichloride supply agreement

Macro & Market Context

소재Sector News

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

Upcoming Catalysts

◆FCX·NEM·ALB Q1 실적 (2026.04~05)◆중국 희토류 수출 쿼터 2026H1 발표◆LME 구리 재고 월간 업데이트

Latest News

Loading news...

AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Olin Corporation.

Company Info

Headquarters

Clayton, MO

Founded

1892

Employees

8,400

Website

olin.com

Sector Overview — 소재

Sector News

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

Key Themes

  • •구리 — EV 배선·AI 데이터센터·전력망 수요 3중 수혜 (FCX·SCCO)
  • •희토류 — 중국 수출 통제 리스크 vs 미국 국내 채굴 보조금
  • •리튬 가격 반등 신호 — 과잉공급 해소 후 2026H2 회복 전망

Upcoming Catalysts

  • ◆FCX·NEM·ALB Q1 실적 (2026.04~05)
  • ◆중국 희토류 수출 쿼터 2026H1 발표