Lucrèce Foufopoulos-DeRidder

A polyurethane foam that can be recycled and reused in the same consistent quality? We made it happen! Together with our long-time partner Vitra – famous for its iconic Panton Chair. This is a great example of how we at BASF see our customers: as partners! And how we help our partners on their green transformation journeys. From region to region, from industry to industry. We have much to offer: high-performance plants, significant volumes of renewable energy, access to alternative feedstocks. And the expertise to cleverly combine these components in our Verbund. Each customer gets exactly the product that suits their transformation path. Curious? Take a look behind the scenes in Antwerp, Lemfoerde, and Weil am Rhein. #makeitcount #WinningWays

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The specialty chemicals and materials sector delivered an unexpectedly weak Q1, casting serious doubt on the consensus forecast for mid-single-digit EBITDA growth in 2025. Companies had widely cautioned that escalating trade tensions could further weaken already fragile demand, pointing to Q2 results as a critical test. The Q2 earnings season wrapped up last week, and results from 40 leading companies confirmed their fears. Price deflation has now persisted for ten consecutive quarters. The modest volume recovery seen in 2024 not only reversed in Q1 but worsened in Q2. Consolidated adjusted EBITDA fell more than 17% year-over-year, with margins contracting by 220 basis points, sharply weaker than in Q1. More than half of the companies lowered full-year guidance, reflecting what many executives now describe as a “lower for longer” reality. Notably, some companies attempted to downplay weak results to avoid spooking investors; one CEO went so far as to label a 10% sales decline and a 28% drop in adjusted EBITDA as “resilient performance.” Beneath the consolidated figures, performance diverged sharply by end market and geography. Water solutions, electronics, agriculture, and medical applications showed strength, but not enough to offset broad-based weakness. Against a backdrop of sluggish demand and persistent overcapacity, companies announced 21 plant closures in Q2 alone, with Europe bearing the brunt. With global trade tensions still unresolved, the sector faces a sobering risk: 2025 could mark the third straight year of revenue and EBITDA decline. That said, our model suggests the second half could finally stabilize versus the prior year, potentially establishing a much-needed floor for performance. If you found this post useful, please like and repost to share with your audience. #specialtychemcials #advancedmaterials #chemicals

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🎓 Hydrogen : From hype to reality. A phase of maturity, resilience, and scale has begun. This is what the new Hydrogen Council report shows. Latest data from their "Global Hydrogen Compass 🧭" reveals that despite challenges, the market is advancing, with committed investment in renewable and low-carbon hydrogen that has now topped $110 billion ($35 billion added in the past year alone). More than 500 projects have reached final investment decision, are in construction, or already operating. Key signals from the report: 1️⃣ Scale is real: 1 mtpa is already operational, out of the 6 mtpa of committed hydrogen capacity. 2️⃣ Resilience matters: while some projects have disappeared, the sector is consolidating around larger, more competitive ones. 3️⃣ Regional shift: most of the growth now comes from Asia, the Middle East and the US. In Europe, large-scale projects have proven that hydrogen production can be industrialized, and pragmatic policy choices could enable even faster progress in the future. At Air Liquide, we are part of this first wave of large-scale projects. Our #NormandHy electrolyzer in France, for example, is featured in the report as a case study, showing how integrated ecosystems can turn ambition into industrial decarbonization reality. Overall the message is clear: hydrogen is moving past the hype cycle. The challenges ahead are now demand, scale, and smart regulation. Erwin Penfornis Ivana Jemelkova Read the full report here: 👉 https://lnkd.in/efhF_kcb

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Regulators don’t just set the rules of the game - they actually decide who wins and who loses. At Gastech Exhibition & Conference 2025, I had the chance to join a lively panel on the future of low-carbon fuels. My takeaways from it were crystal clear: • Pragmatism over ideology. Biogenic CO₂ for efuels may be ideal, but captured CO₂ from the industry could be a valid second best today - let’s not stall deployment waiting for purity tests. • Markets over muddle. Leave space for competitiveness and technology to do their job: uncertainty over regulation helps no one. • Geographies matter. Some projects are moving forward because the right mix of resources, demand and offtake agreements already exists. The Sunbelt economies are poised to increase their role, but only if we build familiarity and confidence in these geographies. The transition won’t succeed with grandstanding. It will succeed with clear rules, competitive projects and pragmatic choices. Great to share the stage with Marco Alvera', Steve Esau, Andrew Woods and guided by Gaurav Sharma - sharp insights, sharp minds.

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While INC-5.2 negotiations adjourned without an agreement, it was encouraging to see progress made on key elements. We support the continuance of work toward a global plastics pollution agreement.     For Dow and our partners, our ambition for advancing plastics circularity and addressing plastic pollution remains unchanged. That’s why we’re advancing high-impact collaborations to support proven, innovative recycling technologies that will allow the broadest range of plastics to be recycled, while driving value for our customers and shareholders. 

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