Thomas Delacroix

Buyer, Raw Materials at Amarillo; Procurement 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 Saint-Gobain; 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