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BASF is the world's largest diversified chemicals producer by revenue, organised around six operating segments: Chemicals (steam crackers, basic petrochemicals — ethylene, propylene, ammonia, urea, melamine), Materials (isocyanates MDI/TDI, polyamides, engineering plastics), Industrial Solutions (dispersions, performance chemicals, electronic materials), Surface Technologies (catalysts, battery materials, coatings — under active segment-separation review per the 2024–25 strategy update, with carve-out / IPO / JV optionality on each sub-segment), Nutrition & Care (aroma chemicals, personal-care ingredients, animal nutrition), and Agricultural Solutions (crop-protection, seeds).
Group exposure score is 70 including 1 tracked subsidiary — standalone is 72.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 2 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Long-term supply agreement (announced 2025-03-11): Braven to supply pyrolysis oil (PyChem, from mixed plastic waste, produced at a planned Texarkana, TX facility) to BASF's BTP (BASF TotalEnergies Petrochemical) Port Arthur, TX site as recycled feedstock for ChemCycling/Ccycled products.
BASF's own page: 'For the past 30 years, Lonmin has been a supplier of PGMs to BASF's Precious Metals Services business. The metals purchased from Lonmin -- platinum, palladium and rhodium -- are primarily used in the production of BASF's mobile emissions catalysts.' Lonmin's PGM operations are South African (Marikana); no destination plant/country stated for the purchased metal, so flow omitted. Lonmin has no separate dossier in this corpus (merged into Sibanye-Stillwater 2019); named here as BASF's own historical counterparty, not re-attributed.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 984 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
9-Jan-2024 BASF/Stena joint release: BASF and Stena Recycling have signed a black mass purchase agreement; the release states Stena will produce black mass in its battery recycling facility in Halmstad, Sweden and BASF will further process and refine black mass in its battery recycling prototype metal refinery in Schwarzheide, Germany (lithium, nickel, cobalt recovery). No tonnage or value disclosed; no public record of delivered volumes found 2026-09-29 (electrive 2025-06 reports Schwarzheide black-mass plant running, 15,000 t/yr capacity). Re-checked 2026-09-10, BASF own release confirms the agreement.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is coverage-limited.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇪🇺 EU accounts for 61% of severity-weighted pressure.