Company Interview / Calix navigating trade waters

Phil Hodgson of Calix (ASX: CXL) shares the company's position on tariffs, confirming their water treatment products in the US are exempt under the US-Mexico-Canada Agreement until 2036. He emphasises the challenges due to reliance on imports for critical minerals like magnesium and lithium, with significant imports from China.

Phil sees both opportunities and volatility in the current trade environment. He highlights the partnership with Pilbara Minerals (ASX: PLS) to develop lithium extraction and concentration technology, with focus on reducing reliance on Chinese supply chains. Encouraging regional sourcing remains crucial amidst US-China tensions.

Phil also discusses the potential catalysts for a turnaround in Calix's share price, citing opportunities in clean technology and decarbonisation. These fields, powered by their core technology, open doors in green iron and steel, as well as green cement. He anticipates a resurgence in decarbonisation efforts globally despite current market challenges.