Holger Zschaepitz

@schuldensuehner · Twitter · 2026-04-22 10:40 UTC

Good Morning from Germany where the Iran conflict just solved the German chemical sector’s biggest problem within 2 mths. 🧪With Asian rivals starved of naphtha, BASF and Wacker Chemie are reclaiming the pricing power they lost over the past 6yrs. The chemical sector is the trade of the day.