Insights

While BASF’s January 2026 preliminary results highlight a “beat” on cash flow expectations and the execution of the “Winning Ways” strategy, a longitudinal analysis of the firm’s performance paints a more troubling picture. Our analysis suggests that the current management narrative, focused on portfolio optimization and restructuring, may be masking a decade-long structural decline in core earning power and market scale.

Strategic Evolution of Production Models in the Process Industry

The chemical industry has e

Why China’s Nuclear-Petrochemical Integration could be a significant shift in the global energy landscape