Everything on Industrial & Geopolitics

BASF's ability to raise prices by 18% due to geopolitical supply chain disruptions, specifically the closure of the Strait of Hormuz, highlights the impact of global events on industrial pricing. The company's acquisition of Evonik aims to consolidate its market position against global competitors.

Impact: Industrial companies with diversified supply chains can leverage geopolitical disruptions to improve margins, but this advantage may be temporary as global supply chains normalize.

— from SK Hynix Payouts, Alphabet Miss, and German Industrial Resilience · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Oct 29, 2026