BASF SE NA O.N.
Commented by Matthias Schomber on July 21st, 2026 | 07:10 CEST
Bayer, BASF & HPQ Silicon in the Spotlight: Surprise, Upheaval, and a Huge Opportunity!
The recent escalation of the Iran conflict in the Middle East and growing industrial pressure from China are posing extreme challenges to the global economy. With the Strait of Hormuz closed once again and reports of oil tankers exploding making the rounds, the price of Brent crude has skyrocketed to around USD 90 per barrel. That is the highest level since mid-June. The effects of this energy crisis are already clearly evident in companies' financial statements. For example, a "low-cost airline" reported a massive 34% drop in profits in the first quarter due to soaring jet fuel prices. At the same time, concerns about a major war are growing, as the US is once again carrying out airstrikes against targets in Iran following rocket attacks on US soldiers in Jordan and is deploying additional fighter jets to the region. Amid these geopolitical upheavals, Germany's industrial sector also faces a difficult challenge, as China has transformed from a once-booming sales market in many sectors to its fiercest competitor—whether in automotive manufacturing, mechanical engineering, pharmaceuticals, or chemicals. The People's Republic is directly challenging Europe with subsidized products, fierce price competition, and rapid technological automation. Those who correctly interpret these multifaceted developments—and how companies are responding to them—can uncover highly attractive investment opportunities right now. We have selected three stocks that deserve a closer look!
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Commented by Armin Schulz on July 16th, 2026 | 07:20 CEST
Antimony as the "Invisible Glue" of Industry and Defence: Antimony Resources, BASF, and Lockheed Martin
Created and published on behalf of Antimony Resources Corp.
A relatively unknown semimetal that for decades remained in the shadow of the commodity giants has suddenly emerged as the strategic nerve center of Western industry. Antimony is essential for flame retardants in electronics, heat-resistant cables in fighter jets, and modern battery systems; without this material, key technologies cannot be produced. When China effectively halted exports in December 2024, this catapulted the price of antimony skyward in a very short time and exposed a critical dependency. As the West searches for alternative supply chains, established corporations are coming under pressure. That is why today we are taking a closer look at the up-and-coming antimony producer Antimony Resources, the industrial conglomerate BASF, and the defense contractor Lockheed Martin.
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Commented by André Will-Laudien on July 13th, 2026 | 07:50 CEST
The Unexpected Lithium Rally 2.0: Mercedes, Porsche AG, Rock Tech Lithium, and BASF in Focus
It has finally happened! The looming global power shortage is unexpectedly becoming a massive catalyst for a new boom in the commodities market, once again propelling lithium stocks into the spotlight. The renowned Fraunhofer Institute has reached the clear conclusion that European demand for high-purity lithium hydroxide will increase sixfold by 2030. Analysts explicitly emphasize that only companies with closed, regional supply chains will be able to successfully circumvent the looming production bottlenecks caused by power and raw material shortages. This is because Western industrialized nations aim to drastically reduce their dependence on Asia and rely on their own raw material reserves. For investors, this fundamental transformation builds a highly attractive bridge to the next generation of beneficiaries. While automotive groups such as Mercedes and Porsche are now radically securing their supply chains through partnerships, Rock Tech is poised to move into supplier status in the near future. The chemical company BASF, an indispensable partner for cathode materials, is also part of the picture. Savvy investors are using the current consolidation phase to position themselves early among the winners of this megatrend.
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Commented by Nico Popp on July 6th, 2026 | 07:10 CEST
Why the Antimony Bottleneck Threatens Hensoldt and BASF, and How Antimony Resources Benefits
Created and published on behalf of Antimony Resources Corp.
The world order is different from before 2022. China is tightening the reins on critical metals. The situation with semiconductor and alloy raw materials in particular calls for action. The strategic semimetal antimony is increasingly becoming a critical bottleneck for Western industry. China's export restrictions - the country controls around 36% of global mine production and around 70% of global antimony refining capacity - have triggered deep uncertainty among European groups in the chemical and defence sectors. The solution is new supply chains and mines in secure jurisdictions. We examine the current situation and present a possible beneficiary.
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Commented by Armin Schulz on July 1st, 2026 | 07:35 CEST
The Battery Industry in Flux: Why HPQ Silicon, BASF, and BYD Are Well-Positioned
The battery industry is undergoing a fundamental transformation. The era of rhetoric focused solely on unit volume and range is giving way to a new sense of realism. The focus is now on the hard facts of raw material security, process stability, and cost efficiency. After all, true industrial leadership stems not solely from vision, but from mastery of scaling and the supply chain. In this environment, the players who translate technological innovations into commercial realities are gaining the upper hand. This shift in value creation makes the trio of HPQ Silicon, BASF, and BYD an exciting one in the market.
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Commented by Armin Schulz on June 22nd, 2026 | 07:20 CEST
From a Canadian Mine to a German EV: Rock Tech Lithium, BASF, and Volkswagen are Reducing Dependence on China
Electric mobility continues to grow unabated, but the fuel of the future is becoming scarce. Demand for lithium is skyrocketing, while prices are once again heading toward record highs after a slump. European industry faces a critical test between dependence on China and the drive for autonomy. It is precisely in this gap that a window of opportunity opens for savvy investors. It is not the raw material alone that promises returns, but the intelligent integration of mining, refining, and production right on our doorstep. A strategic alliance between Canada and Germany could reshape the market. Three companies occupy the key stages of this value chain: Rock Tech Lithium, BASF, and Volkswagen.
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Commented by André Will-Laudien on June 16th, 2026 | 07:25 CEST
USA–Iran: The Strait of Hormuz is Opening Up! A Sector Buy Signal for Bayer, MustGrow, BASF and K+S!
Created and published on behalf of MustGrow Biologics Corp.
Some things are ultimately not surprising. The "agreement" between the USA–Israel and Iran resembles shadow boxing. One step forward, one step back—that is how the movements at the trading desk appear. The stock markets are reacting accordingly. At the start of the week, optimism about a near-term end to the hostilities is once again dominating. Oil prices are correcting most sharply, down nearly 5%, with Brent now quoted at only USD 82.50 per barrel. This is a positive signal for chemical- and transport-oriented industries in the food sector, with BASF and Bayer showing corresponding strength. Large volumes of goods must be transported globally, and shipping routes carry significant operational importance. As part of efforts to ensure long-term food security, more and more ideas are emerging that could mitigate the international energy crisis. MustGrow focuses on natural ingredients rather than chemicals, while K+S represents a typical example of the "old economy" in this sector. For investors, multiple opportunities for returns are available!
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Commented by Nico Popp on June 11th, 2026 | 07:00 CEST
Secure Supply Chains for BASF and Others: Antimony Shortage Threatens Production – Antimony Resources Follows Lynas Rare Earths' Lead
Created and published on behalf of Antimony Resources Corp.
Escalating trade wars, a global supply shortage, and historic price shocks – the market for critical industrial metals is undergoing a profound transformation. Following extensive export restrictions by the People's Republic of China and a complete export ban to the US at the end of 2024, antimony prices outside China skyrocketed to an all-time high of USD 59,750 per ton. The severe imbalance between Western demand and available supply outside China led to significant supply bottlenecks in 2025—Fastmarkets recorded the sharpest price rally in the history of the antimony market that year. Since authoritarian states control around 80% of global mine production, the Western high-tech and defence industries face a potentially existential supply risk for electronic components and industrial fire-retardant applications. We explain the situation and present a potential solution.
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Commented by Fabian Lorenz on May 27th, 2026 | 07:50 CEST
SELL BASF and Hensoldt? BUY Recommendation for Power Metallic Mines
Caution is advised with Hensoldt. Analysts see a potential 30% downside for the stock. The company is trading at a premium to industry peers such as Rheinmetall and Renk, despite slower growth. While the partnerships with Helsing and Schwarz Digits are interesting, they are unlikely to contribute significantly to revenue in the foreseeable future. In contrast, analysts see 100% upside potential for Power Metallic Mines, specifically in the base-case scenario. The first resource estimate is scheduled for this summer. According to analyst estimates, the company could thus transition from a pure exploration valuation to a resource-based valuation phase sooner than previously expected. Analysts foresee difficult times ahead for BASF. The structural problems remain unresolved, and the stock is a "Sell". The chemical giant is attempting to counter these challenges through optimization measures and the increased use of AI technologies.
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Commented by Armin Schulz on May 26th, 2026 | 07:35 CEST
Forget Old Batteries — BYD, HPQ Silicon, and BASF are Capitalizing on the Upcoming Megatrend
Three players from completely different sectors share a common goal: the next-generation battery. BYD dominates electric mobility, BASF leads the global chemical industry, and HPQ Silicon is poised to take the next technological leap with innovative silicon anodes. While one secures sales and the other supplies critical cathode materials, the third embodies the bet on a revolution in energy density. This unique constellation of size, industrial clout, and risk offers investors a rare early-bird opportunity. BYD, HPQ Silicon, and BASF are now truly the ones to watch.
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