Epoxy
December 2, 2021
Interesting Presentation
BASF (BASFY) Investor Presentation – Slideshow
Dec. 02, 2021 4:57 PM ETBASF SE (BASFY), BFFAF
The following slide deck was published by BASF SE in conjunction with this event.
![BASF Capital Market Story](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/1.jpg?1638478615)
![Cautionary note regarding](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/2.jpg?1638478615)
![Agenda](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/3.jpg?1638478615)
![What is driving BASF’s future growth?](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/4.jpg?1638478615)
![Unique position to deliver long-term value](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/5.jpg?1638478615)
![Our ambitious financial targets](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/6.jpg?1638478615)
![1](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/7.jpg?1638478615)
![BASF Group Q3 2021 and Q1–Q3 2021: Financial figures](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/8.jpg?1638478615)
![Outlook 2021 for BASF Group](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/9.jpg?1638478615)
![BASF’s diversified portfolio with market-oriented segment structure](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/10.jpg?1638478615)
![Each segment has a clear and compelling path forward](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/11.jpg?1638478615)
![Our unique Verbund concept is one of BASF’s greatest assets](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/12.jpg?1638478615)
![We operate close to our customers in all regions worldwide](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/13.jpg?1638478615)
![Use of cash – clear focus on long-term shareholder value](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/14.jpg?1638478615)
![BASF Group: High capex discipline in ongoing business to support](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/15.jpg?1638478615)
![BASF’s industry-leading innovation platform ensures long-term](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/16.jpg?1638478615)
![Attractive shareholder return – also in challenging times](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/17.jpg?1638478615)
![Agenda](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/18.jpg?1638478615)
![Excellence Program 2019–2021: On track to achieve the targeted](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/19.jpg?1638478615)
![We have consistently refocused our portfolio towards innovative](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/20.jpg?1638478616)
![Recent portfolio measures: Acquisitions](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/21.jpg?1638478616)
![Recent portfolio measures: Divestitures](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/22.jpg?1638478616)
![Clear acquisition criteria](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/23.jpg?1638478616)
![Agenda](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/24.jpg?1638478616)
![China is the major growth driver for global chemical production:](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/25.jpg?1638478616)
![BASF’s Verbund site in Nanjing is a prime example of our success](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/26.jpg?1638478616)
![Guangdong is home of key customers from fast-growing industries](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/27.jpg?1638478616)
![Location in Zhanjiang enables BASF to capture long-term profitable](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/28.jpg?1638478616)
![Main construction phases of the new Verbund site](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/29.jpg?1638478616)
![World-scale Verbund site with diversified value chains](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/30.jpg?1638478616)
![BASF’s Zhanjiang Verbund site will have the lowest projected](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/31.jpg?1638478616)
![Key financials of BASF’s new Verbund site in Zhanjiang](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/32.jpg?1638478616)
![BASF’s new Verbund site in Zhanjiang: Key takeaways](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/33.jpg?1638478616)
![Agenda](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/34.jpg?1638478616)
![The automotive industry is in the middle of a major transformation](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/35.jpg?1638478616)
![The chemical content per car is higher in a BEV compared to ICE,](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/36.jpg?1638478616)
![The market for CAM will grow by ~21% per year and reach a total](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/37.jpg?1638478616)
![Product innovation enables the broadest CAM portfolio in the](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/38.jpg?1638478616)
![BASF has production assets and R&D hubs in close proximity to the](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/39.jpg?1638478616)
![As a result of our holistic approach, we can offer CAM products with](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/40.jpg?1638478616)
![The Battery Materials business will become a significant earnings](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/41.jpg?1638478616)
![BASF Battery Materials: Key takeaways](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/42.jpg?1638478616)
![Agenda](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/43.jpg?1638478616)
![Our commitments to reaching](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/44.jpg?1638478616)
![Our path to reduce BASF emissions from 2018 to 2030](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/45.jpg?1638478616)
![Our path to reduce BASF emissions from 1990 to 2050](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/46.jpg?1638478616)
![No downstream decarbonization without upstream decarbonization](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/47.jpg?1638478616)
![BASF , SABIC and Linde join forces to realize the world’s first](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/48.jpg?1638478616)
![Methane pyrolysis combines low emissions with](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/49.jpg?1638478616)
![Turning Carbon Management into business opportunities](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/50.jpg?1638478616)
![What we expect from our suppliers:](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/51.jpg?1638478616)
![BASF’s Circular Economy Program: Targets](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/52.jpg?1638478616)
![From a linear to a more circular economy](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/53.jpg?1638478616)
![Transformation requires a broad technology portfolio](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/54.jpg?1638478616)
![€16.7 billion of BASF Group sales from sustainable solutions](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/55.jpg?1638478616)
![Innovations for a sustainable future – Accelerator examples](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/56.jpg?1638478616)
![BASF in sustainability ratings and rankings](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/57.jpg?1638478616)
![Agenda](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/58.jpg?1638478616)
![BASF Group Q3 2021: Sales increased considerably, mainly due to](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/59.jpg?1638478616)
![BASF Group Q3 2021: Strong earnings in upstream business, while](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/60.jpg?1638478616)
![BASF’s natural gas supply and demand balance in Europe](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/61.jpg?1638478616)
![Cash flow development in Q3 2021 and Q1–Q3 2021](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/62.jpg?1638478616)
![Chemicals](https://static3.seekingalpha.com/uploads/sa_presentations/315/77315/slides/63.jpg?1638478616)
![Materials](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/64.jpg?1638478616)
![Industrial Solutions](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/65.jpg?1638478616)
![Surface Technologies](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/66.jpg?1638478616)
![Nutrition & Care](https://static2.seekingalpha.com/uploads/sa_presentations/315/77315/slides/67.jpg?1638478616)
![Agricultural Solutions](https://static.seekingalpha.com/uploads/sa_presentations/315/77315/slides/68.jpg?1638478616)
![](https://static1.seekingalpha.com/uploads/sa_presentations/315/77315/slides/69.jpg?1638478616)
169
December 2, 2021
More Increases
BASF to increase prices for select polyetheramines in North America
FLORHAM PARK, NJ, December 1, 2021 – Effective December 11, 2021 or as existing contracts permit, BASF will increase its prices in North America for select polyetheramines sold under the brand name Baxxodur®.
Product Price Increase
Polyetheramine D230 (Baxxodur® EC 301) $0.36 / lb.
Polyetheramine D2000 (Baxxodur® EC 303) $0.46 / lb.
Polyetheramine T403 (Baxxodur® EC 310) $0.37 / lb.
Under the brand name Baxxodur, BASF markets a diversified portfolio of amine-based curing components for the professional and application-oriented processing of epoxy resins. BASF’s Baxxodur products are featured in many applications as highly efficient curing agents in various coating applications and sealing compounds, for the wind energy, electrical industry as well as in composites, adhesives and flooring.
December 2, 2021
More Increases
BASF to increase prices for select polyetheramines in North America
FLORHAM PARK, NJ, December 1, 2021 – Effective December 11, 2021 or as existing contracts permit, BASF will increase its prices in North America for select polyetheramines sold under the brand name Baxxodur®.
Product Price Increase
Polyetheramine D230 (Baxxodur® EC 301) $0.36 / lb.
Polyetheramine D2000 (Baxxodur® EC 303) $0.46 / lb.
Polyetheramine T403 (Baxxodur® EC 310) $0.37 / lb.
Under the brand name Baxxodur, BASF markets a diversified portfolio of amine-based curing components for the professional and application-oriented processing of epoxy resins. BASF’s Baxxodur products are featured in many applications as highly efficient curing agents in various coating applications and sealing compounds, for the wind energy, electrical industry as well as in composites, adhesives and flooring.
November 30, 2021
Propylene Settles Down 9c/lb
![](https://a.mpcdn.io/everchem/2021/11/Screenshot-2021-11-30-144520.jpg?auto=compress%2Cformat&fit=scale&h=395&ixlib=php-3.3.1&w=1024&wpsize=large)
Chemical Grade settles at $0.645/lb for November
November 30, 2021
Propylene Settles Down 9c/lb
![](https://a.mpcdn.io/everchem/2021/11/Screenshot-2021-11-30-144520.jpg?auto=compress%2Cformat&fit=scale&h=395&ixlib=php-3.3.1&w=1024&wpsize=large)
Chemical Grade settles at $0.645/lb for November