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The war has caused a drastic surge in nitrogen fertilizer costs. We analyze current prices (urea, ammonium nitrate, UAN) from Polish distributors, comparing them to last month and year.
Saudi Aramco exceeded expectations with a $32.5 billion Q1 net profit, a 25% increase. The company bypassed Strait of Hormuz shipping disruptions by using its East-West pipeline at maximum capacity.
Orlen and Equinor have started gas production from Norway's Eirin field. Using nearby infrastructure secures 250M cubic meters of low-emission gas annually, which will be exported to Poland.
Oil prices dropped sharply as the US and Iran approach a preliminary peace agreement. This news quickly offset recent price surges caused by supply chain disruptions through the Strait of Hormuz.
Trump's revised rules shift tariffs to full product value. While overall affected EU exports dropped to €52B, €23B face higher taxes, severely straining the pending Turnberry trade agreement.
On May 1, 2026, the Interim Trade Agreement (iTA) between the EU and Mercosur countries takes effect. Covering exclusive EU competencies, it serves as a vital component of the broader EMPA framework.
Grupa Azoty ended 2025 with PLN 13.1 billion in revenue and a positive EBITDA of PLN 322.7 million. Despite operating improvements, the company reported a severe net loss exceeding PLN 5.1 billion.
Facing shifting geopolitics, heavy tariffs, and a 14% Q1 profit drop, Volkswagen is intensifying its restructuring efforts. The automaker plans massive job cuts and factory reviews to secure its future.
The UAE is leaving OPEC amid an energy crisis and friction with Riyadh. This move weakens the cartel, signals higher oil output, and reshapes geopolitical dynamics in the Gulf region.
French gas supplier Air Liquide reported a Q1 revenue of €6.79 billion, narrowly missing the €6.83 billion analyst consensus, despite adjusting for energy costs and foreign currency fluctuations.
Oil prices rose as US-Iran diplomacy stalled and Hormuz shipping remained restricted. Goldman Sachs hiked forecasts, warning of an unprecedented economic shock and refined product shortages.
Yara's Q1 EBITDA hit $896M, beating forecasts thanks to higher nitrogen margins and operational gains. This is a substantial increase from the $638M recorded in the same period a year ago.