What Offers Celanese Corporation (CE) the Edge of Advantage?

Turtle Creek Asset Management highlighted Celanese Corporation (CE) as having a competitive advantage due to its disproportionate consumption of low-cost U.S. natural gas amid higher global feedstock costs. CE closed at $51.23 on June 17, 2026, with a market cap of $5.62 billion. The firm noted weaker-than-expected EBITDA and EPS but strong free cash flow.