A refining margin of $42 a barrel is the diesel and fuel shortage showing up in an oil major's accounts: the gap between crude and products has widened, which pays refiners and costs airlines, hauliers and other fuel…
For India the link is indirect: a smaller European harvest tightens world cereal and sugar supply at a time when the FAO food index is already at its highest since 2022 and India's own monsoon ended about 13% below…
The forecast describes the home market of ArcelorMittal, Thyssenkrupp, Salzgitter, Voestalpine, SSAB and Outokumpu, whose volumes depend on European construction, machinery and car production. Near-flat demand at a…
Materials · Industrials · Consumer DiscretionaryGMK Center ↗
Higher gas prices raise power prices and input costs for energy-intensive producers in chemicals (BASF, Covestro), fertilisers (Yara), steel and glass, and squeeze utilities and energy retailers that cannot pass costs…
Wholesale power is revenue for generators such as EDF's listed peers, Iberdrola, Enel, RWE and Engie, with the split depending on what each runs: nuclear output curbed by river temperatures cannot capture high prices…
Storage levels going into winter shape European gas and power prices. Gas-fired generators and energy retailers buy the fuel; chemicals, fertiliser, glass and steel producers use it as feedstock and process heat, so it…
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