ORGANISATION · DE · NACE C20.14 Manufacture of other organic basic chemicals
BASF SE
www.basf.com · 2 documented exposures in the atlas.
Hormuz disruption, Qatari LNG and European gas and power, January–October 2026
Exposed · Operational, local · deduced · Supply shock, 2026-09-24
“BASF has been struggling for years with expensive energy in Germany, overcapacity on the global market and competition from China.” — source, 2026-10-23
BASF is a large industrial gas user in Germany, so a higher gas price raises its energy cost; that link is inferred. The same June 2026 article reports its chief executive saying he was not worried about gas supplies and was more concerned about oil, so the gas exposure is not shown by BASF itself.
Series concerned: de-dayahead-eur-mwh · read the edition →
Rhine record low at Kaub, fuel deliveries to the Swiss Rhine ports and heating-oil prices, July–October 2026
Exposed · Supply chain · evidenced · Low water, 2026-09-24
“The situation has a particularly strong impact on refineries, the chemical industry, and steelworks. A prominent example is the BASF plant in Ludwigshafen, which sources about half of its precursors via inland shipping.” — source, 2026-10-24
The article names BASF Ludwigshafen, upstream of Kaub, as a site that receives about half of its precursors by inland ship. The same draft limit that stops fuel barges raises its input cost or curbs output; the 2026 production effect is not shown.
Series concerned: kaub-stage-cm kaub-stage-mean-cm · read the edition →
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