Materials German Community

ThyssenKrupp is preparing to split out its Marine Systems unit into a separately listed business, giving current shareholders a direct stake while the parent keeps control. With strong demand for submarines and other naval ships and a growing backlog, the unit says it’s becoming more predictable and improving profits—raising the question of how the stand-alone company could be valued once it hits the market.Read more

1. Financial Performance & Growth (2026 Forecasts) Lynas is currently entering a "harvest" period for its capital-intensive projects.Read more

Europe's steel demand during next 5y will rise significantly (20% CAGR) due to increased spending on defense automotive & housing revovery (2026 onwards) Ukraine's "Marshall plan" climate related infrastructure spending Energy costs in Germany to stabilize and drop due to combination of Global oversupply in major Energy related commodities, "Energie wende 2030" and to be elected (Feb25) more pro business oriented Govt. Soon to be cancelled Nippon's M&A of US Steel ($14bn deal) will provide additional valuation updrift for TKA being identifiend by us as the best / most attractive M&A target in Europe's steel business (with robust&healthy B/S).Read more

POSCO Holdings could get a lift if inflation and borrowing costs keep easing, since that can lower steel-making costs and revive building and infrastructure demand. But the same story can turn quickly if the world economy slows again, especially in key export markets, or if steel prices and competition move the wrong way.Read more

Evonik looks like it could surprise on profits as it cuts costs harder than many expect and leans into greener, higher-value chemicals for industries like healthcare and nutrition. The big question is whether weak demand, tougher rules, and Europe’s higher energy burden slow that progress before the benefits show up.Read more

BASF is pushing hard on cost cuts and getting big new projects moving faster than expected, which could help profits recover sooner even in a tough market. It’s also betting on chips, battery materials, and recycling as Europe electrifies—but high energy costs, regulation, and price pressure could still hold it back.Read more

Klöckner & Co is leaning into specialty steel, new North American facilities, and easier online ordering to meet growing needs from power grid upgrades, renewables, data centers, and defense. The big question is whether these moves can offset weak conditions in Europe and the ups and downs of steel prices and trade rules.Read more

AlzChem rides strong demand for its specialty nutrition and advanced materials products, and new capacity and partnerships could help it keep growing even while parts of Europe stay weak. The bigger question is whether rising energy bills, tougher rules, and low-priced competition can squeeze profits or disrupt its most important products.Read more

Covestro is trying to move away from commodity plastics by leaning into greener, higher-value materials and recycling-friendly processes, helped by a recent add-on deal and deeper partnerships with big customers. The upside depends on whether it can escape today’s weak demand and tough pricing while managing volatile energy and raw material costs and a heavy debt load.Read more