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Yes, I think there will be offers to energy-intensive companies, some of which are already underway or expected in the near future. After the chemical industry, the metals sector is also in focus (for example, Emirates Steel would like to have Thyssen's steel division, an offer is currently being prepared). But also petroleum processing (and plastics industry) as well as the production of glass, ceramics, paper, etc. will be increasingly affected, in my opinion.
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@JUNl The question behind this, however, is what oriental companies hope to achieve on the European continent. This is unlikely to be due to a political realignment. But obviously, German production sites still have very high margins. However, investments of the domestic economy are mainly inhibited by EU regulations. The articles by Brudermüller at $BAS are highly recommended. Furthermore, on the subject of paper, it is almost absurd. Almost all paper mills in Germany operate at the lowest production levels. At the same time, $MERC is legally incorporating the Arneburg (Stendal) and Rosenthal am Rennsteig sites in their entirety. From the company's point of view, mineral oil processing in Germany has been running at a loss for years. The production facilities are operated on a cost-neutral basis. The focus is on energy diversification through chemicals, such as methanol or ammonia, as well as self-supply of electricity for the electrolysers.
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@Hannes_SK My answer to your question, what oriental companies hope for: for example, global influence, creation of alliances/dependencies and ultimately also simply know-how. Because actually they have only one thing, supposedly infinite raw material deposits and thus really incredible, almost endless money (from what wants to be made).
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