At the general meeting in Mannheim, BASF Construction Chemicals announced massive investments for the Ludwigshafen site, but simultaneously confirmed further job cuts. The parallel signals raise questions about the group's strategic direction – particularly with regard to the transformation to CO2-reduced binders and additives, which is being driven by EU taxonomy and stricter EPD requirements. For the construction materials industry, it remains crucial whether the investments flow into climate-neutral product lines or primarily serve cost optimization. The upcoming quarterly reports must show which specific projects are being prioritized.