Heidelberg Materials Oversold on Middle East, Carbon Pricing Fears -- Market Talk

Dow Jones

03/20

1148 GMT - Heidelberg Materials investors have overestimated the negative impact of the Middle East conflict and potential changes to European carbon regulations, Deutsche Bank's Jon Bell writes. The cement-maker doesn't have large-scale operations in the Middle East, and its pivot to sustainable production insulates the company from surging natural-gas prices, Bell adds. Speculation that the European Union will water down reforms to its Emissions Trading Scheme weighed on the stock so far this year, as lower carbon prices would eat away at Heidelberg's relative advantage as a leader in decarbonization. However, targets to reduce carbon emissions will still be implemented even if they are delayed, the analyst adds. Heidelberg Materials gains 3.5%. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

March 20, 2026 07:48 ET (11:48 GMT)

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The cement-maker doesn't have large-scale operations in the Middle East, and its pivot to sustainable production insulates the company from surging natural-gas prices, Bell adds. Speculation that the European Union will water down reforms to its Emissions Trading Scheme weighed on the stock so far this year, as lower carbon prices would eat away at Heidelberg's relative advantage as a leader in decarbonization. However, targets to reduce carbon emissions will still be implemented even if they are delayed, the analyst adds. Heidelberg Materials gains 3.5%. (josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 20, 2026 07:48 ET (11:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HDLMY","symbol_name":"HEIDELBERG MATERIALS AG","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2620733881","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620733881","pubTimestamp":1774007280,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Copyright (c) 2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"HDLMY":"HEIDELBERG MATERIALS AG","BK4011":"建筑材料"},"translate_title":"海德堡材料公司因中东和碳定价担忧而超卖——市场讨论","themeId":"8603dabb40994e59ac78c04c930c0d49","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HDLMY":0.9},"content_text":"1148 GMT - Heidelberg Materials investors have overestimated the negative impact of the Middle East conflict and potential changes to European carbon regulations, Deutsche Bank's Jon Bell writes. The cement-maker doesn't have large-scale operations in the Middle East, and its pivot to sustainable production insulates the company from surging natural-gas prices, Bell adds. Speculation that the European Union will water down reforms to its Emissions Trading Scheme weighed on the stock so far this year, as lower carbon prices would eat away at Heidelberg's relative advantage as a leader in decarbonization. However, targets to reduce carbon emissions will still be implemented even if they are delayed, the analyst adds. Heidelberg Materials gains 3.5%. 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