With the release in hand, it became even clearer that the typical stops and starts had paused. In our long career, we have never seen such quarterly volume and price growth, whereas the drop was not that clear in Q2 20. In other words, BASF took full advantage. Despite the lifted guidance, a crucial question will be how long this period of satiation might last? Currently, it looks for a while. The spread of the Delta variant might stand against it.
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Unhinged business
With the release in hand, it became even clearer that the typical stops and starts had paused. In our long career, we have never seen such quarterly volume and price growth, whereas the drop was not that clear in Q2 20. In other words, BASF took full advantage. Despite the lifted guidance, a crucial question will be how long this period of satiation might last? Currently, it looks for a while. The spread of the Delta variant might stand against it.