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Phil Hagerty's avatar

I don’t know. If sweet potatoes go on shortage... I would lose my mind. It’s my favorite food. Butternut squash just doesn’t do it for me.

Good article, it would be tough to have chemicals be a utility. I’m not sure I like that but it would be better if domestic, maybe? Interesting topic to think about.

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Raj Shakay's avatar

I wonder if the different growth incentives which exist in Germany will allow for a different tier of innovation/longer term growth. BASF is still doing a lot of specialty and new feedstock plays, both with renewables and with the synthesis of new monomers (i.e. VMOX acrylamide). They're able to command strong value for new small molecule products and control their introductions into select markets as they scale. My feeling is that they're able to do this because they have more freedom to grow long term without quick stock returns.

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