Heidelberg Materials Oversold on Middle East, Carbon Pricing Fears -- Market Talk

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Heidelberg Materials Oversold on Middle East, Carbon Pricing Fears -- Market Talk

Dow Jones03-20 19:48

1148 GMT - Heidelberg Materials investors have overestimated the negative impact of the Middle East conflict and potential changes to European carbon regulations, Deutsche Bank's Jon Bell writes. The cement-maker doesn't have large-scale operations in the Middle East, and its pivot to sustainable production insulates the company from surging natural-gas prices, Bell adds. Speculation that the European Union will water down reforms to its Emissions Trading Scheme weighed on the stock so far this year, as lower carbon prices would eat away at Heidelberg's relative advantage as a leader in decarbonization. However, targets to reduce carbon emissions will still be implemented even if they are delayed, the analyst adds. Heidelberg Materials gains 3.5%. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

March 20, 2026 07:48 ET (11:48 GMT)

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The cement-maker doesn't have large-scale operations in the Middle East, and its pivot to sustainable production insulates the company from surging natural-gas prices, Bell adds. Speculation that the European Union will water down reforms to its Emissions Trading Scheme weighed on the stock so far this year, as lower carbon prices would eat away at Heidelberg's relative advantage as a leader in decarbonization. However, targets to reduce carbon emissions will still be implemented even if they are delayed, the analyst adds. Heidelberg Materials gains 3.5%. 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