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Ana Schumacher

Research Analyst at BNP Paribas

Ana Schumacher is an analyst at BNP Paribas specializing in equity research, with a focus on the European banking and financial services sectors. She provides coverage for major institutions including Banco Santander, BBVA, and CaixaBank, and is recognized for her thorough sector analyses, though specific performance metrics and TipRanks rankings are not publicly available. With a career at BNP Paribas beginning in the late 2010s after earlier experience at leading European financial firms, she has established herself as a respected voice in bank research. Ana holds relevant professional credentials and regulatory licenses applicable to her analyst role, ensuring compliance with industry standards.

Ana Schumacher's questions to CEMEX SAB DE CV (CX) leadership

Question · Q3 2025

Ana Schumacher questioned whether the industry is deprioritizing Carbon Capture, Utilization, and Storage (CCUS) and if CEMEX's CCUS schemes, such as Rutersdorf, might face delays, asking about the decision-making process for these projects.

Answer

CEO Jaime Muguiro clarified CEMEX's pragmatic decarbonization approach, prioritizing traditional levers first. He stated that CCUS remains a mid-term lever but will only be deployed if accretive to value creation, requiring significant subsidies and green premiums. He mentioned reviewing the asset footprint in Europe and focusing decarbonization efforts there and in California.

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