Although ad blue would probably be the large part I know they have purchased businesses which produce other chemicals which are used in EVs and other technologies like wind turbines. To me, it would make sense to stick with what is currently profitable while ensuring well placed for an eventual phase out. It may also tie in with environmental - I'm not sure Simon has disclosed the rationale. They have also expanded water treatment from 4% to 8% in 2022, although I believe acquisition in that area occurred later, so probably represents a bigger slice these days.
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