Ludwigshafen
City in GermanyWikipedia
5
MENTIONS
3
EPISODES
3
PODCASTS
Search complete. 5 mentions across 3 episodes found for "Ludwigshafen".
Aug 26, 2026
Michael YonGUEST
And so, uh, but the point is, is, How did I get that right? How did we get Nord Stream? I had...
Michael YonGUEST
Masako and I were in Germany twice looking at BASF plant in Ludwigshafen, Germany, warning that we thought Nord Stream would...
Michael YonGUEST
Something would happen to it.
Michael YonGUEST
We didn't know.
Michael YonGUEST
Right.
Michael YonGUEST
And we successfully predicted that the last time that we went to BASF.
Michael YonGUEST
That's the big chemical company in Germany, the biggest in the world at Ludwigshafen, Germany on the Rhine River.
Michael YonGUEST
We went there and and 14 days before Nord Stream was attacked.
Cameron BirchGUEST
So BESF were reportedly on sales control for certain products, including some glycol ethers products.
Cameron BirchGUEST
And that is in part to be understood linked to some crack issues that BASF have faced at the Ludwigshaven site, but there was some uncertainty whether it was all tied to the crack issues or whether there was some constraints linked to the Ryan issues that obviously the low levels with the Ryan that we've seen lately.
Cameron BirchGUEST
But for the most part, the market seems to have brushed it off so far.
Cameron BirchGUEST
And again, availability for the most part has been held up.
Waldemar JaszczykGUEST
And also because of the drop in demand from blenders, butane prices become much more attractive, making it a preferred cracker feedstock.
Waldemar JaszczykGUEST
The flexibility ranges, so for example, we have BASF Ludwig- uh, Ludwigshafen 5% flex to around 35% flex for Ineos, uh, Cologne complex.
Waldemar JaszczykGUEST
But all in all, we talking about around 50,000 tons per month of butane normally moving from ARA to Germany, mostly to German crackers, and a lot of it is going on barges.
David AppletonHOST
Right.
David AppletonHOST
And you talk about crackers in general, although you did mention a couple specifically there, but just to be, to be clear, which crackers have been hit hardest by this disruption?
Waldemar JaszczykGUEST
Uh, so in terms of being just the most isolated or cut off, we're talking about BASF Ludwigshafen because it's located upstream of Kaub.
Waldemar JaszczykGUEST
So when you have, you know, six centimeters there above the baseline, there are not really any barges going through.
Waldemar JaszczykGUEST
But the biggest impact for the market is Ineos Cologne cracker complex, which relies heavily on Rhine barge deliveries for butane.