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Recent Middle Eastern tensions and a sharp drop in traffic through the Strait of Hormuz could present a major opportunity for Russian pulp producers.
Military risks continue to increase pressure on Ukraine’s vegetable oil sector in the 2025/26 season, with the most significant losses concentrated in export infrastructure and logistics, while the effect on overall sunflower oil production remains limited due to substantial excess processing capacity, market participants and local analysts at APK-Inform said.
The following prices were affected: MB-STE-0416 Steel scrap, HMS 1&2 (80:20 mix), North Europe origin, cfr Turkey, $ per tonne MB-STE-0417 Steel scrap, HMS 1&2 (80:20 mix), US origin, cfr Turkey, $ per tonne MB-STE-0894 Steel scrap, HMS 1&2 (80:20 mix), month-to-date deal-weighted average, North Europe origin, cfr Turkey, $ per tonne MB-STE-0100 Steel scrap, […]
Front-loading cleared roughly €780 million in CBAM liabilities before the definitive phase began. The pattern is unlikely to be a one-off as free allowances step down toward zero in 2034.
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