Marcus Schneider

VP Research & Development at Amarillo; R&D authority inferred from title and evidence.

1. 01“We have committed to a measurable reduction across our raw material footprint, and our supplier base has to move with us.”
2. 02“Our capital allocation priorities are unchanged: organic growth first, then the dividend, then opportunistic repurchase.”

Incumbent is Johns Manville; their grade does not clear the new limit.

1. 01Qualified at an adjacent site in 11 weeks
2. 02Meets the 2027 restriction threshold today
3. 03Existing MSA removes commercial negotiation from the path