Investor Optimism on BASF Seems Premature

Dow Jones07-17

0812 GMT - Recent renewed optimism on Germany's chemical manufacturer BASF is premature, since much remains uncertain around the continued conflict in the Middle East, J.P Morgan analysts say in a research note. Chemical producers in Asia, who were typically more exposed to the Strait of Hormuz for the sourcing of oil and naphtha--the key oil-based feedstock for petrochemicals--prior to the conflict, have shown greater flexibility in sourcing from alternative regions than was originally expected, the analysts say. This means that oversupply in the chemical industry might persist even in a tighter feedstock market, with potential for an even greater margin pressure, they add. Shares trade 0.2% higher at 48.49 euros. (nina.kienle@wsj.com)

(END) Dow Jones Newswires

July 17, 2026 04:14 ET (08:14 GMT)

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This means that oversupply in the chemical industry might persist even in a tighter feedstock market, with potential for an even greater margin pressure, they add. Shares trade 0.2% higher at 48.49 euros. 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This means that oversupply in the chemical industry might persist even in a tighter feedstock market, with potential for an even greater margin pressure, they add. Shares trade 0.2% higher at 48.49 euros. 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