BASF SE NA O.N.
Commented by Nico Popp on December 16th, 2021 | 10:37 CET
Daimler Truck, dynaCERT, BASF: Hydrogen powers depots
How sustainable is the German economy? As Handelsblatt recently wrote, key figures on climate damage are becoming increasingly important for investors. The newspaper lists all forty DAX companies according to their climate-warming potential. Right at the top are Linde, Volkswagen, Daimler incl. Daimler Truck and also BASF. At the other end of the ranking are SAP, Infineon and - somewhat surprisingly - E.ON. We take a closer look at two climate sinners and explain whether new technology can help these companies move forward.
ReadCommented by Carsten Mainitz on December 10th, 2021 | 11:26 CET
BASF, Kodiak Copper, Salzgitter - Inflation stays longer
For the first time in almost 30 years, the German inflation rate rose above the 5% mark in November. According to an initial estimate by the Federal Statistical Office, goods and services cost 5.2% more than a year earlier. Energy and raw material prices, which have risen sharply, account for a major share of this increase. Given the increased demand for special materials to achieve the energy turnaround, the trend is likely to be confirmed in the coming years.
ReadCommented by Armin Schulz on December 8th, 2021 | 10:34 CET
NIO, Defense Metals, BASF - Trade war with China
Didi Global's delisting on the New York Stock Exchange after less than six months of membership shows, on the one hand, the tremendous regulatory fury of the Chinese government, but on the other hand also the tensions between the USA and China. This trade war has been going on since 2018, and even the change in the US presidency has not brought any relief. At least both sides exchanged views in mid-November and do not want a cold war. China has also warned Europe against too much independence. However, since the Corona Crisis, it has become clear how dependent many countries are on China. A rethink is discernible, also because high container costs mean that imports are no longer profitable in some cases. Today we look at three companies that are at least indirectly affected by the trade dispute.
ReadCommented by André Will-Laudien on December 1st, 2021 | 11:12 CET
The battery solution: IBU-tec, Meta Materials, BASF - Materials that dreams are made of!
Whether e-mobility, aircraft technology or renewable energies, virtually all high-tech segments of industry require raw materials and processed materials in ever-increasing quantities. Currently, the problem lies in procurement, which is driving prices to unexpected highs. The tonnages relevant for 2022 and subsequent years can hardly be mined in the mines currently in production. Many projects in this area are only at the beginning of development or are already operating at their limits. Politicians are trying to create a certain degree of planning security for the domestic industry through long-term supply agreements with partner countries. For us, this is a reason to take a look at well-known high-tech material producers.
ReadCommented by Stefan Feulner on November 25th, 2021 | 14:31 CET
BASF, Osino Resources, Standard Lithium - Why does nobody believe it?
Since inflation rates have been growing, central banks have placated that price increases would only be temporary and would level off next year due to the recovery after the Corona lockdowns. Therefore, an interest rate hike is far from an issue; only the pumping of unlimited money into the capital market is to be slowed down to a snail's pace. If the high inflation rates prove permanent, only one thing will help - the flight into gold.
ReadCommented by Nico Popp on November 12th, 2021 | 11:57 CET
BASF, Royal Helium, Linde: This market is at the very beginning
Industrial gases are in demand - and expensive. Even gases such as Helium are not immune to price increases. Chemical giant BASF calls the noble gas valuable in a press release and, together with Linde, presented a process that can be used to extract Helium from natural gas production. In other regions, the extraction of Helium, which is used in medical devices and chip production, even succeeds independently of by-products - given the long-term dwindling production of fossil fuels, this is becoming increasingly important. We present three stocks.
ReadCommented by Stefan Feulner on November 1st, 2021 | 12:30 CET
BASF, dynaCERT, Nikola - These shares will be exciting
From today until November 12, all eyes are on the UN Climate Change Conference COP26 in Glasgow. Nothing less than the future of our planet and a trend reversal towards a climate-neutral economy are at stake. At the top of the agenda is the commitment of countries to reduce emissions. A company that has received little attention in the recent past is waiting in the wings with its patented technology and could soon take off. Be prepared.
ReadCommented by Nico Popp on October 28th, 2021 | 13:20 CEST
BASF, Memiontec, JinkoSolar: Rich returns with green shares
Chemistry is everything. It is not just since the bestseller "Chemistry for Breakfast" by scientist and YouTuber Mai Thi Nguyen-Kim that people have known how comprehensively chemistry can explain our world. There is also a lot of chemistry involved in future technology, such as filter systems for water or solar panels. We present three stocks and assess their values. We start with one of the best-known chemical stocks, followed by smaller shares with no less interesting business models.
ReadCommented by André Will-Laudien on October 13th, 2021 | 13:23 CEST
BASF, Almonty Industries, Millennial Lithium, BYD - All sold out?
Anyone who can offer scarce raw materials today is in a fortunate position as far as business prospects are concerned. In particular, metals and battery raw materials are in high demand and have become a bone of contention in globalization. That is because many critical metals are majority-owned by China, meaning that the regime decides on potential allocations to foreign countries. Admittedly, the Middle Kingdom wants to stay in business with the West, so long-term contracts exist. Nevertheless, the domestic industry is naturally given preferential treatment; we can only hope for political stability and incremental improvements in the West. Who are the interesting players in the tight commodity market?
ReadCommented by André Will-Laudien on September 17th, 2021 | 11:23 CEST
NEL, Royal Helium, Linde, BASF - This is where it gets highly explosive!
How will the energy transition play out in Europe? With hydrogen is one way. It is costly to produce if you look at the issue sustainably. The raw material itself is seen as an alternative building block of a green future and, according to experts, could become one of the most important energy sources in the coming decades. The water element is available in abundance, but what is lacking is a truly environmentally friendly way to convert it back into hydrogen and oxygen. Even under the best conditions, green hydrogen costs about 10 times as much to produce as Russian natural gas, which also burns fairly cleanly overall. What is next for this sector?
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