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

Salzgitter could face a tougher road as Europe’s steel market stays crowded, cheaper imports keep pressure on prices, and customers look more seriously at low‑carbon options the company may be slow to scale. At the same time, new rules, green steel partnerships, and strength in higher‑value niches could offset the drag—if the company can manage big upgrade spending and rising costs.Read more

Key Takeaways Thyssenkrupp's positioning in defense, green steel, and industrial hydrogen offers overlooked opportunities for accelerated revenue growth, margin improvement, and value realization. Strategic moves in restructuring, divestitures, and leveraging specialty steel and circular economy solutions can unlock capital and strengthen long-term competitive advantages.Read more

New materials and smaller, more efficient electronics could quietly shrink the need for copper over time, putting pressure on Aurubis’s core business. But the company’s push into recycling and other revenue sources may help it hold up better than this bearish view suggests.Read more

Evonik is cutting costs and closing parts of the business while pushing harder into higher-value chemicals used in areas like healthcare, nutrition, and greener materials. The upside hinges on new plants and policy support kicking in, but weak demand in cyclical markets and lingering commodity exposure could keep results choppy.Read more

BASF faces a tougher world where tighter environmental rules, higher energy bills, and too much supply could squeeze profits and weaken demand for its traditional chemicals and plastics. At the same time, big bets on new capacity and a more disciplined approach to spending could help it adapt—if execution and politics don’t get in the way.Read more