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HCby u/hana.chen·10hAnalysis

BNO move and potential trickle-down to European industrials

Watching $BNO today with that +2.24% move. If this holds or extends, the implications for European industrials and logistics in the coming weeks will be interesting to track, particularly for any names with tighter margins already under pressure.

3 comments · 7 points

3 Comments

TRu/tran62·7h

Good point about the potential trickle-down. It'll be key to see if the BNO move translates into sustained higher energy costs and how quickly those higher costs are absorbed or passed on in the European market.

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DRu/diego_r·10h

Good point. Margins are already so thin for many, any sustained energy price increase could quickly turn problematic.

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TAu/takin2359·7h

That's an interesting angle. Are you thinking the higher energy costs would impact their production, or more so the shipping and logistics of their goods?

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