Solvay: European Patent Office Upholds Patent Against We Soda
The European Patent Office confirmed on Tuesday the validity of Solvay's European patent EP 3 971 138 B1, which pertains to its proprietary process for treating and recycling streams generated during the production of sodium carbonate (soda ash). This decision comes after opposition proceedings initiated by competitor WE Soda and strengthens the Belgian chemist's position in its legal disputes.
The patent upheld by the European Patent Office protects Solvay's proprietary process for treating and recycling purge streams generated during the production of sodium carbonate and sodium bicarbonate. The same patent also covers the manufacturing processes of sodium carbonate that incorporate this recycling, as well as the products directly derived from these processes. The decision was made after oral hearings held on May 19, 2026, following the initial opposition filed by WE Soda on February 13, 2025. The patent was maintained subject to limited amendments and remains subject to appeal.
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This patent is part of a broader family of patents including European patent EP 2 878 579 B1, which is currently at the center of a separate litigation between Solvay and WE Soda in the courts. On December 3, 2025, a Dutch court ruled in favor of Solvay on this second patent, confirming its validity and notably granting an injunction that ordered the cessation of imports and supply of products to the Netherlands. WE Soda has appealed this decision, with the case still ongoing. Solvay emphasizes that the now-confirmed patent is a unitary patent, allowing the group to defend its rights in front of the Unified Patent Court and covering at least 18 countries in a single action.
Challenging market environment, excluding potential recovery measures from Sadara, updated guidance reflects Middle East impact
Risks mentioned
Middle East conflict impact of approximately €-25 million on underlying EBITDA in Q3 2026
Continued shutdown of the Peroxide plant at the Sadara complex in Jubail, Saudi Arabia accounted for €-15 million in Q3 2026
Challenging market environment affecting Group performance in Q3 2026
Opportunities identified
Joint venture contractual framework includes mechanisms designed to recover lost profitability from Sadara shutdown
Group exploring all available avenues to mitigate financial impact of shutdown
Transformation program and focus on cash generation and cost savings targets
Outlook / guidance
Expected EBITDA: 730 millions d'euros
Management commentary: In light of these developments, Solvay has reviewed its full-year 2026 guidance. Excluding potential revenue or recovery measures from Sadara for the remainder of 2026, the updated guidance is: Underlying EBITDA between €720 and €740 million
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